Sage Mountain Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Sage Mountain Advisors’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	$140K	Hold	880	–	–	0.01%	234
2026 Q1	$129K	Sell	880 -645	-42%	-$99.5K	0.01%	216
2025 Q4	$236K	Sell	1,525 -221	-13%	-$33.1K	0.01%	445
2025 Q3	$243K	Sell	1,746 -341	-16%	-$46.1K	0.01%	420
2025 Q2	$281K	Buy	2,087 +1,364	+189%	+$184K	0.02%	346
2025 Q1	$106K	Hold	723	–	–	0.01%	411
2024 Q4	$99.5K	Hold	723	–	–	0.01%	414
2024 Q3	$111K	Hold	723	–	–	0.01%	416
2024 Q2	$105K	Buy	723 +385	+114%	+$55.2K	0.01%	366
2024 Q1	$49.9K	Buy	338 +89	+36%	+$12.8K	0.01%	365
2023 Q4	$34K	Hold	249	–	–	﹤0.01%	315
2023 Q3	$32.1K	Hold	249	–	–	﹤0.01%	315
2023 Q2	$33K	Hold	249	–	–	﹤0.01%	310
2023 Q1	$32.2K	Buy	249 +47	+23%	+$6.14K	0.01%	294
2022 Q4	$27.4K	Hold	202	–	–	0.01%	251
2022 Q3	$24K	Hold	202	–	–	0.01%	330
2022 Q2	$26K	Hold	202	–	–	﹤0.01%	564
2022 Q1	$28K	Hold	202	–	–	﹤0.01%	573
2021 Q4	$28K	Hold	202	–	–	﹤0.01%	638
2021 Q3	$26K	Sell	202 -381	-65%	-$50.4K	﹤0.01%	544
2021 Q2	$73K	Hold	583	–	–	0.01%	463
2021 Q1	$68K	Buy	583 +345	+145%	+$39.8K	0.01%	393
2020 Q4	$27K	Buy	+238	New	+$26K	0.01%	243

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

Sage Mountain Advisors's XLV Position: Q2 2026 in Review

Sage Mountain Advisors held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 880 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #234.

Sage Mountain Advisors first reported a position in XLV in Q4 2020 and has held it in 23 quarters since. The position peaked at $281K in Q2 2025. 1,861 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Sage Mountain Advisors held 880 shares of State Street Health Care Select Sector SPDR ETF worth $140K as of Q2 2026.
Sage Mountain Advisors left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #234 holding.
Sage Mountain Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
Sage Mountain Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $281K in Q2 2025.
1,861 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.