Private Capital Management (Florida)’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Private Capital Management (Florida)’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	$473K	Sell	2,978 -413	-12%	-$61.4K	0.04%	148
2026 Q1	$497K	Sell	3,391 -69	-2%	-$10.6K	0.05%	134
2025 Q4	$536K	Sell	3,460 -74	-2%	-$11.1K	0.05%	120
2025 Q3	$492K	Buy	3,534 +6	+0.2%	+$812	0.04%	115
2025 Q2	$476K	Sell	3,528 -41	-1%	-$5.54K	0.05%	114
2025 Q1	$521K	Sell	3,569 -45	-1%	-$6.54K	0.06%	102
2024 Q4	$497K	Sell	3,614 -793	-18%	-$116K	0.05%	99
2024 Q3	$679K	Buy	4,407 +4	+0.1%	+$606	0.07%	85
2024 Q2	$642K	Sell	4,403 -66	-1%	-$9.47K	0.07%	80
2024 Q1	$660K	Sell	4,469 -148	-3%	-$21.2K	0.07%	82
2023 Q4	$630K	Sell	4,617 -66	-1%	-$8.59K	0.07%	89
2023 Q3	$603K	Buy	4,683 +7	+0.1%	+$929	0.07%	85
2023 Q2	$621K	Buy	4,676 +94	+2%	+$12.4K	0.07%	80
2023 Q1	$593K	Buy	4,582 +1,774	+63%	+$232K	0.07%	74
2022 Q4	$381K	Sell	2,808 -16	-0.6%	-$2.12K	0.05%	79
2022 Q3	$342K	Buy	2,824 +621	+28%	+$80K	0.05%	93
2022 Q2	$282K	Buy	2,203 +227	+11%	+$29.8K	0.04%	89
2022 Q1	$271K	Buy	+1,976	New	+$262K	0.04%	79

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

Private Capital Management (Florida)'s XLV Position: Q2 2026 in Review

Private Capital Management (Florida) reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 12% in Q2 2026, selling an estimated $61.4K and leaving 2,978 shares worth $473K. The position accounts for 0.04% of the portfolio, ranked #148.

Private Capital Management (Florida) first reported a position in XLV in Q1 2022 and has held it in 18 quarters since. The position peaked at $679K in Q3 2024. 1,857 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Private Capital Management (Florida) held 2,978 shares of State Street Health Care Select Sector SPDR ETF worth $473K as of Q2 2026.
Private Capital Management (Florida) sold 413 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $61.4K.
State Street Health Care Select Sector SPDR ETF made up 0.04% of Private Capital Management (Florida)'s portfolio in Q2 2026, its #148 holding.
Private Capital Management (Florida) first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2022 and has held it in 18 quarters since.
Private Capital Management (Florida)'s State Street Health Care Select Sector SPDR ETF position peaked at $679K in Q3 2024.
1,857 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Private Capital Management (Florida)'s 13F filing for Q2 2026, filed 14 Aug 2026.