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

Objective 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	$1.25M	Sell	7,882 -195	-2%	-$29K	1.11%	23
2026 Q1	$1.18M	Buy	8,077 +5	+0.1%	+$771	1.19%	22
2025 Q4	$1.25M	Buy	8,072 +5	+0.1%	+$749	1.27%	20
2025 Q3	$1.12M	Buy	8,067 +7	+0.1%	+$947	1.16%	23
2025 Q2	$1.09M	Sell	8,060 -92	-1%	-$12.4K	1.22%	24
2025 Q1	$1.19M	Sell	8,152 -485	-6%	-$70.5K	1.52%	17
2024 Q4	$1.19M	Sell	8,637 -1,632	-16%	-$239K	0.79%	34
2024 Q3	$1.58M	Buy	+10,269	New	+$1.56M	0.93%	30
2024 Q1	$1.58M	Buy	10,683 +9	+0.1%	+$1.29K	1.07%	28
2023 Q4	$1.46M	Sell	10,674 -943	-8%	-$123K	1.11%	25
2023 Q3	$1.5M	Buy	11,617 +643	+6%	+$85.4K	1.33%	22
2023 Q2	$1.46M	Sell	10,974 -47	-0.4%	-$6.2K	1.27%	24
2023 Q1	$1.43M	Buy	11,021 +307	+3%	+$40.1K	1.3%	23
2022 Q4	$1.46M	Buy	10,714 +58	+0.5%	+$7.69K	1.45%	21
2022 Q3	$1.29M	Buy	10,656 +152	+1%	+$19.6K	1.38%	23
2022 Q2	$1.35M	Sell	10,504 -1,162	-10%	-$152K	1.36%	24
2022 Q1	$1.6M	Buy	11,666 +493	+4%	+$65.3K	1.23%	23
2021 Q4	$1.57M	Buy	+11,173	New	+$1.48M	1.11%	24

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

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

Objective Capital Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.4% in Q2 2026, selling an estimated $29K and leaving 7,882 shares worth $1.25M. The position accounts for 1.11% of the portfolio, ranked #23.

Objective Capital Management first reported a position in XLV in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.6M in Q1 2022. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Objective Capital Management held 7,882 shares of State Street Health Care Select Sector SPDR ETF worth $1.25M as of Q2 2026.
Objective Capital Management sold 195 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $29K.
State Street Health Care Select Sector SPDR ETF made up 1.11% of Objective Capital Management's portfolio in Q2 2026, its #23 holding.
Objective Capital Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Objective Capital Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.6M in Q1 2022.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Objective Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.