Silphium Asset Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Silphium Asset 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	$4.54M	Buy	28,595 +2,700	+10%	+$402K	1.53%	13
2026 Q1	$3.8M	Buy	25,895 +4,920	+23%	+$759K	1.44%	14
2025 Q4	$3.25M	Buy	+20,975	New	+$3.14M	1.38%	16
2022 Q4	–	Sell	-4,000	Closed	-$484K	–	50
2022 Q3	$484K	Buy	+4,000	New	+$515K	0.44%	28

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

Silphium Asset Management's XLV Position: Q2 2026 in Review

Silphium Asset Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 10% in Q2 2026, buying an estimated $402K and bringing the position to 28,595 shares worth $4.54M. The position accounts for 1.53% of the portfolio, ranked #13.

Silphium Asset Management first reported a position in XLV in Q3 2022 and has held it in 4 quarters since. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Silphium Asset Management held 28,595 shares of State Street Health Care Select Sector SPDR ETF worth $4.54M as of Q2 2026.
Silphium Asset Management bought 2,700 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $402K.
State Street Health Care Select Sector SPDR ETF made up 1.53% of Silphium Asset Management's portfolio in Q2 2026, its #13 holding.
Silphium Asset Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2022 and has held it in 4 quarters since.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Silphium Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.