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

NovaPoint Capital’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	$411K	Buy	+2,592	New	+$386K	0.09%	113
2025 Q4	–	Sell	-2,763	Closed	-$385K	–	143
2025 Q3	$385K	Buy	+2,763	New	+$374K	0.09%	109
2025 Q2	–	Sell	-2,763	Closed	-$403K	–	135
2025 Q1	$403K	Sell	2,763 -131	-5%	-$19K	0.12%	100
2024 Q4	$398K	Hold	2,894	–	–	0.12%	96
2024 Q3	$446K	Buy	2,894 +323	+13%	+$49K	0.14%	95
2024 Q2	$375K	Sell	2,571 -64	-2%	-$9.18K	0.13%	103
2024 Q1	$389K	Buy	2,635 +64	+2%	+$9.18K	0.14%	98
2023 Q4	$351K	Sell	2,571 -3,336	-56%	-$434K	0.13%	98
2023 Q3	$760K	Buy	5,907 +569	+11%	+$75.5K	0.3%	77
2023 Q2	$708K	Buy	5,338 +1,401	+36%	+$185K	0.26%	77
2023 Q1	$510K	Buy	3,937 +833	+27%	+$109K	0.21%	81
2022 Q4	$422K	Sell	3,104 -1,836	-37%	-$243K	0.18%	94
2022 Q3	$598K	Buy	4,940 +585	+13%	+$75.4K	0.27%	79
2022 Q2	$558K	Sell	4,355 -446	-9%	-$58.5K	0.24%	84
2022 Q1	$658K	Buy	+4,801	New	+$636K	0.24%	75

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

NovaPoint Capital's XLV Position: Q2 2026 in Review

NovaPoint Capital opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 2,592 shares worth $411K. The stake represents 0.09% of the portfolio and ranks #113 among its holdings. This is a return to the name: NovaPoint Capital previously reported a position in XLV as recently as Q3 2025.

NovaPoint Capital first reported a position in XLV in Q1 2022 and has held it in 15 quarters since. The position peaked at $760K in Q3 2023. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

NovaPoint Capital held 2,592 shares of State Street Health Care Select Sector SPDR ETF worth $411K as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new NovaPoint Capital position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.09% of NovaPoint Capital's portfolio in Q2 2026, its #113 holding.
NovaPoint Capital first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2022 and has held it in 15 quarters since.
NovaPoint Capital's State Street Health Care Select Sector SPDR ETF position peaked at $760K in Q3 2023.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on NovaPoint Capital's 13F filing for Q2 2026, filed 6 Aug 2026.