New York Life Investment Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

New York Life Investment 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	–	Sell	-5,716	Closed	-$838K	–	834
2026 Q1	$838K	Buy	+5,716	New	+$882K	0.01%	702
2023 Q4	–	Sell	-24,074	Closed	-$3.1M	–	1346
2023 Q3	$3.1M	Buy	24,074 +710	+3%	+$94.3K	0.03%	398
2023 Q2	$3.1M	Sell	23,364 -50,463	-68%	-$6.65M	0.03%	408
2023 Q1	$9.56M	Sell	73,827 -34,995	-32%	-$4.57M	0.11%	197
2022 Q4	$14.8M	Sell	108,822 -14,985	-12%	-$1.99M	0.17%	139
2022 Q3	$15M	Sell	123,807 -16,828	-12%	-$2.17M	0.18%	122
2022 Q2	$18M	Buy	+140,635	New	+$18.4M	0.21%	97
2015 Q4	–	Sell	-105,893	Closed	-$7.01M	–	211
2015 Q3	$7.01M	Buy	105,893 +70,679	+201%	+$5.17M	0.66%	39
2015 Q2	$2.62M	Sell	35,214 -4,844	-12%	-$359K	0.3%	58
2015 Q1	$2.9M	Sell	40,058 -43,951	-52%	-$3.13M	0.33%	57
2014 Q4	$5.75M	Sell	84,009 -7,759	-8%	-$519K	0.69%	42
2014 Q3	$5.87M	Buy	91,768 +19,410	+27%	+$1.22M	0.97%	32
2014 Q2	$4.4M	Buy	72,358 +52,507	+265%	+$3.09M	0.75%	40
2014 Q1	$1.16M	Sell	19,851 -64,296	-76%	-$3.71M	0.25%	50
2013 Q4	$4.67M	Buy	84,147 +58,771	+232%	+$3.14M	1.16%	31
2013 Q3	$1.28M	Buy	25,376 +535	+2%	+$26.9K	0.39%	47
2013 Q2	$1.18M	Buy	+24,841	New	+$1.19M	0.38%	42

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HIIFS

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

New York Life Investment Management's XLV Position: Q2 2026 in Review

New York Life Investment Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026, closing a stake of 5,716 shares — an estimated $838K sold.

New York Life Investment Management first reported a position in XLV in Q2 2013 and held it in 17 quarters. The position peaked at $18M in Q2 2022. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

New York Life Investment Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
New York Life Investment Management sold 5,716 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $838K.
New York Life Investment Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and held it in 17 quarters.
New York Life Investment Management's State Street Health Care Select Sector SPDR ETF position peaked at $18M in Q2 2022.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.