SeaBridge Investment Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

SeaBridge Investment 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	$675K	Sell	4,256 -1,475	-26%	-$219K	0.1%	124
2026 Q1	$840K	Sell	5,731 -38	-0.7%	-$5.86K	0.14%	106
2025 Q4	$893K	Sell	5,769 -7	-0.1%	-$1.05K	0.15%	110
2025 Q3	$804K	Sell	5,776 -2,890	-33%	-$391K	0.13%	112
2025 Q2	$1.17M	Sell	8,666 -1,678	-16%	-$227K	0.22%	100
2025 Q1	$1.51M	Sell	10,344 -455	-4%	-$66.1K	0.33%	87
2024 Q4	$1.49M	Buy	+10,799	New	+$1.58M	0.31%	88

Other funds holding XLV

LPL Financial San Diego, California $445B AUM 25.58% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SeaBridge Investment Advisors's XLV Position: Q2 2026 in Review

SeaBridge Investment Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 26% in Q2 2026, selling an estimated $219K and leaving 4,256 shares worth $675K. The position accounts for 0.1% of the portfolio, ranked #124.

SeaBridge Investment Advisors first reported a position in XLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.51M in Q1 2025. 1,209 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

SeaBridge Investment Advisors held 4,256 shares of State Street Health Care Select Sector SPDR ETF worth $675K as of Q2 2026.
SeaBridge Investment Advisors sold 1,475 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $219K.
State Street Health Care Select Sector SPDR ETF made up 0.1% of SeaBridge Investment Advisors's portfolio in Q2 2026, its #124 holding.
SeaBridge Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
SeaBridge Investment Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $1.51M in Q1 2025.
1,209 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on SeaBridge Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.