Quest Investment Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Quest Investment 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	$1.08M	Buy	6,836 +2,224	+48%	+$331K	0.13%	76
2026 Q1	$676K	Buy	+4,612	New	+$711K	0.08%	88
2023 Q3	–	Sell	-22,168	Closed	-$2.94M	–	93
2023 Q2	$2.94M	Buy	22,168 +8,781	+66%	+$1.16M	0.4%	50
2023 Q1	$1.73M	Buy	13,387 +769	+6%	+$100K	0.24%	66
2022 Q4	$1.71M	Sell	12,618 -369	-3%	-$48.9K	0.21%	74
2022 Q3	$1.57M	Buy	12,987 +1,542	+13%	+$199K	0.19%	72
2022 Q2	$1.47M	Buy	+11,445	New	+$1.5M	0.17%	76
2022 Q1	–	Sell	-25,306	Closed	-$3.56M	–	101
2021 Q4	$3.56M	Buy	25,306 +1,909	+8%	+$253K	0.3%	71
2021 Q3	$2.98M	Sell	23,397 -941	-4%	-$124K	0.27%	71
2021 Q2	$3.06M	Buy	24,338 +863	+4%	+$106K	0.28%	74
2021 Q1	$2.74M	Buy	+23,475	New	+$2.71M	0.25%	76

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

Quest Investment Management's XLV Position: Q2 2026 in Review

Quest Investment Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 48% in Q2 2026, buying an estimated $331K and bringing the position to 6,836 shares worth $1.08M. The position accounts for 0.13% of the portfolio, ranked #76.

Quest Investment Management first reported a position in XLV in Q1 2021 and has held it in 11 quarters since. The position peaked at $3.56M in Q4 2021. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Quest Investment Management held 6,836 shares of State Street Health Care Select Sector SPDR ETF worth $1.08M as of Q2 2026.
Quest Investment Management bought 2,224 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $331K.
State Street Health Care Select Sector SPDR ETF made up 0.13% of Quest Investment Management's portfolio in Q2 2026, its #76 holding.
Quest Investment Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2021 and has held it in 11 quarters since.
Quest Investment Management's State Street Health Care Select Sector SPDR ETF position peaked at $3.56M in Q4 2021.
1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Quest Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.