Sand Hill Global Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Sand Hill Global 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	$1.29M	Sell	8,153 -2,496	-23%	-$371K	0.04%	118
2026 Q1	$1.56M	Sell	10,649 -1,584	-13%	-$244K	0.05%	103
2025 Q4	$1.89M	Sell	12,233 -35	-0.3%	-$5.24K	0.07%	99
2025 Q3	$1.71M	Sell	12,268 -47	-0.4%	-$6.36K	0.06%	103
2025 Q2	$1.66M	Sell	12,315 -1,400	-10%	-$189K	0.06%	104
2025 Q1	$2M	Sell	13,715 -1,077	-7%	-$156K	0.08%	98
2024 Q4	$2.03M	Sell	14,792 -51	-0.3%	-$7.46K	0.09%	95
2024 Q3	$2.29M	Hold	14,843	–	–	0.1%	90
2024 Q2	$2.16M	Sell	14,843 -2	-0%	-$287	0.1%	92
2024 Q1	$2.19M	Buy	14,845 +51	+0.3%	+$7.32K	0.1%	85
2023 Q4	$2.02M	Sell	14,794 -77	-0.5%	-$10K	0.1%	90
2023 Q3	$1.91M	Hold	14,871	–	–	0.11%	80
2023 Q2	$1.97M	Sell	14,871 -8	-0.1%	-$1.05K	0.1%	80
2023 Q1	$1.93M	Hold	14,879	–	–	0.1%	83
2022 Q4	$2.02M	Sell	14,879 -488	-3%	-$64.7K	0.11%	86
2022 Q3	$1.86M	Hold	15,367	–	–	0.12%	79
2022 Q2	$1.97M	Hold	15,367	–	–	0.11%	83
2022 Q1	$2.1M	Buy	15,367 +29	+0.2%	+$3.84K	0.12%	79
2021 Q4	$2.16M	Hold	15,338	–	–	0.12%	79
2021 Q3	$1.95M	Sell	15,338 -19	-0.1%	-$2.51K	0.12%	79
2021 Q2	$1.93M	Sell	15,357 -231	-1%	-$28.3K	0.12%	76
2021 Q1	$1.82M	Sell	15,588 -229	-1%	-$26.4K	0.12%	73
2020 Q4	$1.79M	Sell	15,817 -2,245	-12%	-$245K	0.12%	72
2020 Q3	$1.91M	Hold	18,062	–	–	0.14%	66
2020 Q2	$1.81M	Sell	18,062 -231	-1%	-$22.8K	0.14%	67
2020 Q1	$1.62M	Sell	18,293 -50	-0.3%	-$4.86K	0.15%	66
2019 Q4	$1.87M	Sell	18,343 -51	-0.3%	-$4.9K	0.17%	67
2019 Q3	$1.66M	Hold	18,394	–	–	0.16%	62
2019 Q2	$1.7M	Buy	18,394 +1,500	+9%	+$135K	0.17%	62
2019 Q1	$1.55M	Hold	16,894	–	–	0.16%	62
2018 Q4	$1.46M	Buy	16,894 +74	+0.4%	+$6.7K	0.16%	65
2018 Q3	$1.6M	Hold	16,820	–	–	0.15%	60
2018 Q2	$1.4M	Buy	+16,820	New	+$1.39M	0.14%	61
2018 Q1	–	Sell	-19,257	Closed	-$1.59M	–	111
2017 Q4	$1.59M	Hold	19,257	–	–	0.16%	60
2017 Q3	$1.57M	Buy	19,257 +71	+0.4%	+$5.7K	0.17%	60
2017 Q2	$1.52M	Sell	19,186 -6,343	-25%	-$483K	0.17%	62
2017 Q1	$1.9M	Buy	25,529 +36	+0.1%	+$2.62K	0.25%	54
2016 Q4	$1.76M	Hold	25,493	–	–	0.24%	52
2016 Q3	$1.84M	Hold	25,493	–	–	0.28%	49
2016 Q2	$1.83M	Sell	25,493 -590	-2%	-$41.6K	0.29%	50
2016 Q1	$1.77M	Buy	26,083 +71	+0.3%	+$4.76K	0.27%	52
2015 Q4	$1.87M	Hold	26,012	–	–	0.3%	53
2015 Q3	$1.72M	Buy	26,012 +418	+2%	+$30.6K	0.28%	56
2015 Q2	$1.9M	Buy	25,594 +674	+3%	+$49.9K	0.31%	56
2015 Q1	$1.81M	Hold	24,920	–	–	0.29%	57
2014 Q4	$1.7M	Sell	24,920 -223	-0.9%	-$14.9K	0.29%	57
2014 Q3	$1.61M	Buy	25,143 +448	+2%	+$28.1K	0.27%	56
2014 Q2	$1.5M	Buy	24,695 +2,690	+12%	+$158K	0.28%	56
2014 Q1	$1.29M	Buy	22,005 +50	+0.2%	+$2.88K	0.26%	56
2013 Q4	$1.22M	Sell	21,955 -70	-0.3%	-$3.74K	0.26%	56
2013 Q3	$1.11M	Buy	22,025 +9,610	+77%	+$483K	0.19%	54
2013 Q2	$591K	Buy	+12,415	New	+$595K	0.16%	53

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

Sand Hill Global Advisors's XLV Position: Q2 2026 in Review

Sand Hill Global Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 23% in Q2 2026, selling an estimated $371K and leaving 8,153 shares worth $1.29M. The position accounts for 0.04% of the portfolio, ranked #118.

Sand Hill Global Advisors first reported a position in XLV in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.29M in Q3 2024. 1,851 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Sand Hill Global Advisors held 8,153 shares of State Street Health Care Select Sector SPDR ETF worth $1.29M as of Q2 2026.
Sand Hill Global Advisors sold 2,496 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $371K.
State Street Health Care Select Sector SPDR ETF made up 0.04% of Sand Hill Global Advisors's portfolio in Q2 2026, its #118 holding.
Sand Hill Global Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
Sand Hill Global Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $2.29M in Q3 2024.
1,851 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.