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

Per Stirling 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	$1.69M	Sell	10,660 -579	-5%	-$86.1K	0.16%	107
2026 Q1	$1.65M	Buy	11,239 +115	+1%	+$17.7K	0.18%	103
2025 Q4	$1.72M	Buy	+11,124	New	+$1.67M	0.19%	87
2025 Q2	–	Sell	-10,599	Closed	-$1.55M	–	293
2025 Q1	$1.55M	Buy	+10,599	New	+$1.54M	0.22%	86
2024 Q4	–	Sell	-9,523	Closed	-$1.47M	–	283
2024 Q3	$1.47M	Buy	+9,523	New	+$1.44M	0.2%	83
2023 Q4	–	Sell	-5,728	Closed	-$737K	–	223
2023 Q3	$737K	Buy	+5,728	New	+$760K	0.15%	88

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

Per Stirling Capital Management's XLV Position: Q2 2026 in Review

Per Stirling Capital Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 5.2% in Q2 2026, selling an estimated $86.1K and leaving 10,660 shares worth $1.69M. The position accounts for 0.16% of the portfolio, ranked #107.

Per Stirling Capital Management first reported a position in XLV in Q3 2023 and has held it in 6 quarters since. The position peaked at $1.72M in Q4 2025. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Per Stirling Capital Management held 10,660 shares of State Street Health Care Select Sector SPDR ETF worth $1.69M as of Q2 2026.
Per Stirling Capital Management sold 579 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $86.1K.
State Street Health Care Select Sector SPDR ETF made up 0.16% of Per Stirling Capital Management's portfolio in Q2 2026, its #107 holding.
Per Stirling Capital Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2023 and has held it in 6 quarters since.
Per Stirling Capital Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.72M in Q4 2025.
1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.