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

Osbon 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	$590K	Sell	3,718 -1,417	-28%	-$211K	0.46%	36
2026 Q1	$753K	Buy	5,135 +540	+12%	+$83.3K	0.61%	31
2025 Q4	$711K	Buy	+4,595	New	+$688K	0.67%	32

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

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

Osbon Capital Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 28% in Q2 2026, selling an estimated $211K and leaving 3,718 shares worth $590K. The position accounts for 0.46% of the portfolio, ranked #36.

Osbon Capital Management first reported a position in XLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $753K in Q1 2026. 1,861 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Osbon Capital Management held 3,718 shares of State Street Health Care Select Sector SPDR ETF worth $590K as of Q2 2026.
Osbon Capital Management sold 1,417 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $211K.
State Street Health Care Select Sector SPDR ETF made up 0.46% of Osbon Capital Management's portfolio in Q2 2026, its #36 holding.
Osbon Capital Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Osbon Capital Management's State Street Health Care Select Sector SPDR ETF position peaked at $753K in Q1 2026.
1,861 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.