Sawyer & Company’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Sawyer & Company’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	$1.11K	Sell	7 -11	-61%	-$1.64K	﹤0.01%	193
2026 Q1	$2.64K	Hold	18	–	–	﹤0.01%	180
2025 Q4	$2.79K	Sell	18 -5	-22%	-$749	﹤0.01%	189
2025 Q3	$3K	Buy	23 +16	+229%	+$2.17K	﹤0.01%	176
2025 Q2	$1.11K	Sell	7 -163	-96%	-$22K	﹤0.01%	193
2025 Q1	$25K	Hold	170	–	–	0.01%	135
2024 Q4	$23K	Sell	170 -93	-35%	-$13.6K	0.01%	139
2024 Q3	$41K	Hold	263	–	–	0.02%	131
2024 Q2	$38K	Hold	263	–	–	0.02%	130
2024 Q1	$38.9K	Sell	263 -65	-20%	-$9.32K	0.02%	131
2023 Q4	$45K	Hold	328	–	–	0.02%	127
2023 Q3	$42K	Buy	+328	New	+$43.5K	0.02%	129

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

Sawyer & Company's XLV Position: Q2 2026 in Review

Sawyer & Company reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 61% in Q2 2026, selling an estimated $1.64K and leaving 7 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #193.

Sawyer & Company first reported a position in XLV in Q3 2023 and has held it in 12 quarters since. The position peaked at $45K in Q4 2023. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Sawyer & Company held 7 shares of State Street Health Care Select Sector SPDR ETF worth $1.11K as of Q2 2026.
Sawyer & Company sold 11 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $1.64K.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of Sawyer & Company's portfolio in Q2 2026, its #193 holding.
Sawyer & Company first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
Sawyer & Company's State Street Health Care Select Sector SPDR ETF position peaked at $45K in Q4 2023.
1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Sawyer & Company's 13F filing for Q2 2026, filed 23 Jul 2026.