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

Prelude 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	$414K	Sell	2,610 -400	-13%	-$59.5K	0.03%	610
2026 Q1	$441K	Buy	3,010 +423	+16%	+$65.2K	0.03%	562
2025 Q4	$400K	Sell	2,587 -9,413	-78%	-$1.41M	0.03%	633
2025 Q3	$1.67M	Buy	+12,000	New	+$1.62M	0.13%	202
2025 Q2	–	Sell	-9,814	Closed	-$1.43M	–	1422
2025 Q1	$1.43M	Buy	+9,814	New	+$1.43M	0.11%	213
2024 Q4	–	Sell	-1,700	Closed	-$249K	–	1600
2024 Q3	$262K	Buy	+1,700	New	+$258K	0.02%	934
2022 Q4	–	Sell	-1,865	Closed	-$226K	–	1654
2022 Q3	$226K	Sell	1,865 -2,919	-61%	-$376K	0.01%	1024
2022 Q2	$614K	Sell	4,784 -4,976	-51%	-$652K	0.02%	706
2022 Q1	$1.34M	Buy	+9,760	New	+$1.29M	0.04%	482
2020 Q3	–	Sell	-407	Closed	-$41K	–	2427
2020 Q2	$41K	Buy	+407	New	+$40.2K	﹤0.01%	1210
2018 Q2	–	Sell	-908	Closed	-$74K	–	1979
2018 Q1	$74K	Buy	+908	New	+$77.3K	0.01%	950
2017 Q4	–	Sell	-4,046	Closed	-$331K	–	1762
2017 Q3	$331K	Buy	+4,046	New	+$325K	0.03%	489
2017 Q2	–	Sell	-700	Closed	-$52K	–	1902
2017 Q1	$52K	Buy	+700	New	+$51K	0.01%	967
2016 Q4	–	Sell	-14,250	Closed	-$1.03M	–	1811
2016 Q3	$1.03M	Buy	+14,250	New	+$1.05M	0.11%	208

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

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

Prelude Capital Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 13% in Q2 2026, selling an estimated $59.5K and leaving 2,610 shares worth $414K. The position accounts for 0.03% of the portfolio, ranked #610.

Prelude Capital Management first reported a position in XLV in Q3 2016 and has held it in 14 quarters since. The position peaked at $1.67M in Q3 2025. 1,857 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Prelude Capital Management held 2,610 shares of State Street Health Care Select Sector SPDR ETF worth $414K as of Q2 2026.
Prelude Capital Management sold 400 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $59.5K.
State Street Health Care Select Sector SPDR ETF made up 0.03% of Prelude Capital Management's portfolio in Q2 2026, its #610 holding.
Prelude Capital Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2016 and has held it in 14 quarters since.
Prelude Capital Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.67M in Q3 2025.
1,857 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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