Salomon & Ludwin’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Salomon & Ludwin’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	$15.9M	Sell	99,600 -950	-0.9%	-$141K	1.31%	22
2026 Q1	$14.6M	Buy	100,550 +1,790	+2%	+$276K	1.31%	24
2025 Q4	$15.3M	Sell	98,760 -2,080	-2%	-$312K	1.35%	23
2025 Q3	$14.6M	Buy	100,840 +5,527	+6%	+$748K	1.31%	23
2025 Q2	$12.9M	Buy	95,313 +1,154	+1%	+$156K	1.28%	24
2025 Q1	$13.8M	Buy	94,159 +5,400	+6%	+$784K	1.47%	21
2024 Q4	$12.2M	Sell	88,759 -3,744	-4%	-$548K	1.29%	24
2024 Q3	$14.3M	Sell	92,503 -7,363	-7%	-$1.12M	1.45%	23
2024 Q2	$14.5M	Sell	99,866 -39,585	-28%	-$5.68M	1.62%	20
2024 Q1	$20.7M	Sell	139,451 -5,792	-4%	-$831K	1.78%	18
2023 Q4	$18.7M	Hold	145,243	–	–	1.96%	15
2023 Q3	$18.7M	Buy	145,243 +3,252	+2%	+$432K	1.96%	15
2023 Q2	$18.8M	Buy	141,991 +6,338	+5%	+$836K	2.01%	16
2023 Q1	$17.6M	Buy	135,653 +4,765	+4%	+$622K	2.09%	15
2022 Q4	$17.8M	Sell	130,888 -2,569	-2%	-$340K	2.25%	13
2022 Q3	$16.2M	Buy	133,457 +9,741	+8%	+$1.25M	2.42%	12
2022 Q2	$15.9M	Buy	123,716 +7,835	+7%	+$1.03M	2.45%	11
2022 Q1	$15.9M	Buy	115,881 +2,103	+2%	+$278K	2.3%	13
2021 Q4	$16M	Buy	113,778 +3,529	+3%	+$469K	2.27%	13
2021 Q3	$14M	Buy	110,249 +1,362	+1%	+$180K	2.18%	15
2021 Q2	$13.7M	Buy	108,887 +3,308	+3%	+$405K	2.15%	16
2021 Q1	$12.3M	Buy	105,579 +1,229	+1%	+$142K	2.09%	17
2020 Q4	$11.8M	Sell	104,350 -6,193	-6%	-$676K	2.19%	16
2020 Q3	$11.7M	Sell	110,543 -7,797	-7%	-$821K	2.43%	13
2020 Q2	$11.8M	Sell	118,340 -2,999	-2%	-$296K	2.55%	13
2020 Q1	$10.7M	Sell	121,339 -1,601	-1%	-$156K	2.77%	12
2019 Q4	$12.5M	Sell	122,940 -6,570	-5%	-$632K	2.49%	16
2019 Q3	$11.7M	Sell	129,510 -575	-0.4%	-$52.5K	2.36%	17
2019 Q2	$12.1M	Sell	130,085 -1,163	-0.9%	-$105K	2.44%	16
2019 Q1	$12M	Sell	131,248 -6,080	-4%	-$548K	2.48%	16
2018 Q4	$11.9M	Buy	+137,328	New	+$12.4M	2.74%	15

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

Salomon & Ludwin's XLV Position: Q2 2026 in Review

Salomon & Ludwin reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.94% in Q2 2026, selling an estimated $141K and leaving 99,600 shares worth $15.9M. The position accounts for 1.31% of the portfolio, ranked #22.

Salomon & Ludwin first reported a position in XLV in Q4 2018 and has held it in 31 quarters since. The position peaked at $20.7M in Q1 2024. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Salomon & Ludwin held 99,600 shares of State Street Health Care Select Sector SPDR ETF worth $15.9M as of Q2 2026.
Salomon & Ludwin sold 950 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $141K.
State Street Health Care Select Sector SPDR ETF made up 1.31% of Salomon & Ludwin's portfolio in Q2 2026, its #22 holding.
Salomon & Ludwin first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
Salomon & Ludwin's State Street Health Care Select Sector SPDR ETF position peaked at $20.7M in Q1 2024.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.