Nelson Capital Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Nelson Capital Management’s Portfolio XLV Stock Details XLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.35M	Buy	27,406 +1,157	+4%	+$172K	0.48%	32
2026 Q1	$3.85M	Sell	26,249 -94	-0.4%	-$14.5K	0.47%	35
2025 Q4	$4.08M	Buy	26,343 +1,133	+4%	+$170K	0.48%	40
2025 Q3	$3.51M	Buy	25,210 +602	+2%	+$81.5K	0.42%	45
2025 Q2	$3.32M	Buy	24,608 +575	+2%	+$77.6K	0.44%	45
2025 Q1	$3.51M	Buy	24,033 +1,875	+8%	+$272K	0.61%	41
2024 Q4	$3.05M	Buy	22,158 +232	+1%	+$34K	0.5%	43
2024 Q3	$3.38M	Buy	21,926 +1,882	+9%	+$285K	0.57%	43
2024 Q2	$2.92M	Buy	20,044 +146	+0.7%	+$20.9K	0.52%	42
2024 Q1	$2.94M	Sell	19,898 -2,006	-9%	-$288K	0.56%	45
2023 Q4	$2.99M	Buy	21,904 +3,595	+20%	+$468K	0.67%	41
2023 Q3	$2.36M	Buy	18,309 +1,834	+11%	+$243K	0.58%	46
2023 Q2	$2.19M	Buy	16,475 +1,780	+12%	+$235K	0.56%	49
2023 Q1	$1.9M	Buy	14,695 +1,538	+12%	+$201K	0.54%	54
2022 Q4	$1.79M	Buy	13,157 +247	+2%	+$32.7K	0.52%	54
2022 Q3	$1.56M	Buy	12,910 +65	+0.5%	+$8.37K	0.46%	54
2022 Q2	$1.65M	Sell	12,845 -1,914	-13%	-$251K	0.45%	53
2022 Q1	$2.02M	Sell	14,759 -277	-2%	-$36.7K	0.4%	58
2021 Q4	$2.12M	Buy	15,036 +150	+1%	+$19.9K	0.39%	58
2021 Q3	$1.9M	Buy	14,886 +47	+0.3%	+$6.21K	0.38%	56
2021 Q2	$1.87M	Sell	14,839 -1,765	-11%	-$216K	0.38%	55
2021 Q1	$1.94M	Sell	16,604 -1,063	-6%	-$123K	0.41%	53
2020 Q4	$2M	Sell	17,667 -9,815	-36%	-$1.07M	0.43%	53
2020 Q3	$2.9M	Sell	27,482 -4,433	-14%	-$467K	0.51%	52
2020 Q2	$3.19M	Sell	31,915 -7,118	-18%	-$703K	0.7%	48
2020 Q1	$3.46M	Sell	39,033 -1,937	-5%	-$188K	0.93%	41
2019 Q4	$4.17M	Buy	40,970 +562	+1%	+$54K	0.88%	46
2019 Q3	$3.64M	Sell	40,408 -425	-1%	-$38.8K	0.86%	43
2019 Q2	$3.78M	Sell	40,833 -2,528	-6%	-$227K	0.89%	44
2019 Q1	$3.98M	Sell	43,361 -4,604	-10%	-$415K	0.99%	40
2018 Q4	$4.15M	Buy	47,965 +18,205	+61%	+$1.65M	1.16%	35
2018 Q3	$2.83M	Buy	29,760 +694	+2%	+$62.7K	0.65%	47
2018 Q2	$2.43M	Buy	29,066 +490	+2%	+$40.6K	0.62%	50
2018 Q1	$2.33M	Buy	28,576 +705	+3%	+$60.1K	0.6%	50
2017 Q4	$2.3M	Buy	27,871 +208	+0.8%	+$17.1K	0.72%	45
2017 Q3	$2.26M	Buy	27,663 +492	+2%	+$39.5K	0.75%	47
2017 Q2	$2.15M	Buy	27,171 +370	+1%	+$28.2K	0.73%	48
2017 Q1	$1.99M	Buy	26,801 +1,391	+5%	+$101K	0.67%	48
2016 Q4	$1.75M	Buy	25,410 +709	+3%	+$49.2K	0.61%	48
2016 Q3	$1.78M	Sell	24,701 -53,840	-69%	-$3.96M	0.63%	45
2016 Q2	$5.63M	Sell	78,541 -1,539	-2%	-$108K	2.12%	16
2016 Q1	$5.43M	Sell	80,080 -29,300	-27%	-$1.96M	2.05%	20
2015 Q4	$7.88M	Buy	109,380 +1,177	+1%	+$83.2K	3.03%	7
2015 Q3	$7.17M	Buy	108,203 +3,947	+4%	+$288K	2.74%	7
2015 Q2	$7.76M	Buy	104,256 +3,498	+3%	+$259K	2.8%	7
2015 Q1	$7.3M	Buy	100,758 +79,279	+369%	+$5.65M	2.63%	11
2014 Q4	$1.47M	Sell	21,479 -580	-3%	-$38.8K	0.54%	42
2014 Q3	$1.41M	Buy	22,059 +320	+1%	+$20K	0.53%	42
2014 Q2	$1.32M	Buy	21,739 +119	+0.6%	+$6.99K	0.53%	46
2014 Q1	$1.26M	Buy	21,620 +2,320	+12%	+$134K	0.56%	45
2013 Q4	$1.07M	Sell	19,300 -3,300	-15%	-$176K	0.48%	51
2013 Q3	$1.14M	Buy	22,600 +260	+1%	+$13.1K	0.55%	43
2013 Q2	$1.06M	Buy	+22,340	New	+$1.07M	0.55%	48

Other funds holding XLV

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Nelson Capital Management's XLV Position: Q2 2026 in Review

Nelson Capital Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 4.4% in Q2 2026, buying an estimated $172K and bringing the position to 27,406 shares worth $4.35M. The position accounts for 0.48% of the portfolio, ranked #32.

Nelson Capital Management first reported a position in XLV in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.88M in Q4 2015. 882 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Nelson Capital Management held 27,406 shares of State Street Health Care Select Sector SPDR ETF worth $4.35M as of Q2 2026.
Nelson Capital Management bought 1,157 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $172K.
State Street Health Care Select Sector SPDR ETF made up 0.48% of Nelson Capital Management's portfolio in Q2 2026, its #32 holding.
Nelson Capital Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
Nelson Capital Management's State Street Health Care Select Sector SPDR ETF position peaked at $7.88M in Q4 2015.
882 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Nelson Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.