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

Schroder Investment Management Group’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	–	Sell	-335,996	Closed	-$48.3M	–	1254
2026 Q1	$48.3M	Buy	+335,996	New	+$51.8M	0.04%	331
2025 Q4	–	Sell	-379,593	Closed	-$51.6M	–	1224
2025 Q3	$51.6M	Buy	379,593 +346,731	+1,055%	+$46.9M	0.04%	293
2025 Q2	$4.4M	Buy	+32,862	New	+$4.44M	﹤0.01%	789
2023 Q1	–	Sell	-56,073	Closed	-$7.62M	–	1342
2022 Q4	$7.62M	Buy	56,073 +3,347	+6%	+$444K	0.01%	687
2022 Q3	$6.39M	Sell	52,726 -27,336	-34%	-$3.52M	0.01%	724
2022 Q2	$10.3M	Buy	+80,062	New	+$10.5M	0.02%	643
2021 Q4	–	Sell	-517,764	Closed	-$65.9M	–	1520
2021 Q3	$65.9M	Buy	+517,764	New	+$68.4M	0.1%	214
2019 Q1	–	Sell	-1,196,251	Closed	-$103M	–	1255
2018 Q4	$103M	Sell	1,196,251 -482,711	-29%	-$43.7M	0.19%	105
2018 Q3	$160M	Buy	+1,678,962	New	+$152M	0.27%	83
2017 Q4	–	Sell	-213,298	Closed	-$17.3M	–	1389
2017 Q3	$17.3M	Sell	213,298 -851,306	-80%	-$68.4M	0.03%	514
2017 Q2	$84.5M	Buy	+1,064,604	New	+$81.1M	0.15%	172
2014 Q4	–	Sell	-13,750	Closed	-$879K	–	1493
2014 Q3	$879K	Buy	+13,750	New	+$861K	﹤0.01%	1026

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

Schroder Investment Management Group's XLV Position: Q2 2026 in Review

Schroder Investment Management Group sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026, closing a stake of 335,996 shares — an estimated $48.3M sold.

Schroder Investment Management Group first reported a position in XLV in Q3 2014 and held it in 12 quarters. The position peaked at $160M in Q3 2018. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Schroder Investment Management Group reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Schroder Investment Management Group sold 335,996 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $48.3M.
Schroder Investment Management Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2014 and held it in 12 quarters.
Schroder Investment Management Group's State Street Health Care Select Sector SPDR ETF position peaked at $160M in Q3 2018.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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