Shelton Capital Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Shelton Capital Management’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	-4,452	Closed	-$653K	–	804
2026 Q1	$653K	Buy	+4,452	New	+$687K	0.01%	315

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

Shelton Capital Management's XLV Position: Q2 2026 in Review

Shelton Capital Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026, closing a stake of 4,452 shares — an estimated $653K sold.

Shelton Capital Management first reported a position in XLV in Q1 2026 and held it in 1 quarter. The position peaked at $653K in Q1 2026. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Shelton Capital Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Shelton Capital Management sold 4,452 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $653K.
Shelton Capital Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2026 and held it in 1 quarter.
Shelton Capital Management's State Street Health Care Select Sector SPDR ETF position peaked at $653K in Q1 2026.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.