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

Sierra Capital’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	$3.24M	Buy	20,441 +2,530	+14%	+$376K	0.31%	67
2026 Q1	$2.63M	Hold	17,911	–	–	0.29%	72
2025 Q4	$2.77M	Hold	17,911	–	–	0.29%	68
2025 Q3	$2.49M	Hold	17,911	–	–	0.27%	79
2025 Q2	$2.41M	Hold	17,911	–	–	0.28%	82
2025 Q1	$2.62M	Hold	17,911	–	–	0.32%	71
2024 Q4	$2.46M	Hold	17,911	–	–	0.29%	77
2024 Q3	$2.76M	Hold	17,911	–	–	0.33%	72
2024 Q2	$2.61M	Hold	17,911	–	–	0.35%	68
2024 Q1	$2.65M	Buy	17,911 +10,568	+144%	+$1.52M	0.35%	68
2023 Q4	$1M	Hold	7,343	–	–	0.15%	111
2023 Q3	$945K	Hold	7,343	–	–	0.15%	110
2023 Q2	$975K	Hold	7,343	–	–	0.15%	108
2023 Q1	$951K	Hold	7,343	–	–	0.15%	106
2022 Q4	$998K	Buy	7,343 +6,040	+464%	+$800K	0.17%	100
2022 Q3	$158K	Sell	1,303 -51	-4%	-$6.57K	0.03%	194
2022 Q2	$174K	Buy	1,354 +51	+4%	+$6.68K	0.03%	210
2022 Q1	$178K	Hold	1,303	–	–	0.03%	231
2021 Q4	$184K	Hold	1,303	–	–	0.03%	236
2021 Q3	$174K	Hold	1,303	–	–	0.03%	212
2021 Q2	$164K	Hold	1,303	–	–	0.03%	195
2021 Q1	$152K	Buy	+1,303	New	+$150K	0.03%	206

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

Sierra Capital's XLV Position: Q2 2026 in Review

Sierra Capital increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 14% in Q2 2026, buying an estimated $376K and bringing the position to 20,441 shares worth $3.24M. The position accounts for 0.31% of the portfolio, ranked #67.

Sierra Capital first reported a position in XLV in Q1 2021 and has held it in 22 quarters since. 1,861 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Sierra Capital held 20,441 shares of State Street Health Care Select Sector SPDR ETF worth $3.24M as of Q2 2026.
Sierra Capital bought 2,530 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $376K.
State Street Health Care Select Sector SPDR ETF made up 0.31% of Sierra Capital's portfolio in Q2 2026, its #67 holding.
Sierra Capital first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
1,861 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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