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
2025 Q2	–	Sell	-67,600	Closed	-$9.87M	–	1423
2025 Q1	$9.87M	Sell	67,600 -4,300	-6%	-$625K	0.75%	13
2024 Q4	$9.89M	Buy	71,900 +8,200	+13%	+$1.2M	0.62%	20
2024 Q3	$9.81M	Buy	63,700 +6,400	+11%	+$970K	0.59%	16
2024 Q2	$8.35M	Buy	57,300 +25,000	+77%	+$3.59M	0.58%	19
2024 Q1	$4.77M	Sell	32,300 -2,600	-7%	-$373K	0.25%	65
2023 Q4	$4.76M	Sell	34,900 -100	-0.3%	-$13K	0.32%	56
2023 Q3	$4.51M	Sell	35,000 -500	-1%	-$66.4K	0.29%	67
2023 Q2	$4.71M	Buy	+35,500	New	+$4.68M	0.31%	58
2022 Q2	–	Sell	-49,000	Closed	-$6.71M	–	2098
2022 Q1	$6.71M	Buy	+49,000	New	+$6.49M	0.19%	80
2021 Q1	–	Sell	-38,100	Closed	-$4.32M	–	1862
2020 Q4	$4.32M	Buy	+38,100	New	+$4.16M	0.11%	130
2020 Q3	–	Sell	-400	Closed	-$40K	–	2428
2020 Q2	$40K	Sell	400 -2,400	-86%	-$237K	﹤0.01%	1215
2020 Q1	$248K	Buy	+2,800	New	+$272K	0.02%	411
2019 Q2	–	Sell	-5,000	Closed	-$459K	–	2206
2019 Q1	$459K	Buy	5,000 +4,900	+4,900%	+$442K	0.03%	515
2018 Q4	$9K	Buy	+100	New	+$9.05K	﹤0.01%	1396

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.