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

Palisade 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 Q1	–	Sell	-7,646	Closed	-$1.18M	–	319
2025 Q4	$1.18M	Buy	+7,646	New	+$1.15M	0.04%	278
2025 Q1	–	Sell	-1,834	Closed	-$252K	–	386
2024 Q4	$252K	Buy	+1,834	New	+$268K	0.01%	354

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Palisade Capital Management's XLV Position: Q1 2026 in Review

Palisade Capital Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 7,646 shares — an estimated $1.18M sold.

Palisade Capital Management first reported a position in XLV in Q4 2024 and held it in 2 quarters. The position peaked at $1.18M in Q4 2025. 1,805 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Palisade Capital Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Palisade Capital Management sold 7,646 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $1.18M.
Palisade Capital Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and held it in 2 quarters.
Palisade Capital Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.18M in Q4 2025.
1,805 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Palisade Capital Management's 13F filing for Q1 2026, filed 15 May 2026.