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

Silvercrest 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	$305K	Hold	1,924	–	–	﹤0.01%	761
2026 Q1	$282K	Hold	1,924	–	–	﹤0.01%	775
2025 Q4	$298K	Buy	1,924 +215	+13%	+$32.2K	﹤0.01%	799
2025 Q3	$238K	Sell	1,709 -183	-10%	-$24.8K	﹤0.01%	791
2025 Q2	$255K	Sell	1,892 -350	-16%	-$47.3K	﹤0.01%	789
2025 Q1	$327K	Sell	2,242 -86	-4%	-$12.5K	﹤0.01%	757
2024 Q4	$320K	Buy	2,328 +436	+23%	+$63.8K	﹤0.01%	752
2024 Q3	$291K	Hold	1,892	–	–	﹤0.01%	729
2024 Q2	$276K	Buy	1,892 +482	+34%	+$69.1K	﹤0.01%	830
2024 Q1	$208K	Buy	+1,410	New	+$202K	﹤0.01%	850
2019 Q1	–	Sell	-2,905	Closed	-$251K	–	583
2018 Q4	$251K	Sell	2,905 -25	-0.9%	-$2.26K	﹤0.01%	457
2018 Q3	$279K	Sell	2,930 -3,000	-51%	-$271K	﹤0.01%	473
2018 Q2	$495K	Buy	5,930 +1,274	+27%	+$106K	﹤0.01%	417
2018 Q1	$379K	Sell	4,656 -2,866	-38%	-$244K	﹤0.01%	438
2017 Q4	$622K	Buy	7,522 +366	+5%	+$30.2K	0.01%	402
2017 Q3	$585K	Buy	7,156 +600	+9%	+$48.2K	0.01%	400
2017 Q2	$519K	Hold	6,556	–	–	0.01%	400
2017 Q1	$488K	Sell	6,556 -800	-11%	-$58.3K	0.01%	411
2016 Q4	$507K	Hold	7,356	–	–	0.01%	412
2016 Q3	$530K	Hold	7,356	–	–	0.01%	401
2016 Q2	$527K	Hold	7,356	–	–	0.01%	399
2016 Q1	$499K	Buy	7,356 +356	+5%	+$23.8K	0.01%	407
2015 Q4	$504K	Hold	7,000	–	–	0.01%	418
2015 Q3	$464K	Buy	+7,000	New	+$512K	0.01%	384
2014 Q1	–	Sell	-4,500	Closed	-$249K	–	464
2013 Q4	$249K	Buy	+4,500	New	+$241K	﹤0.01%	419

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

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

Silvercrest Asset Management held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 1,924 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

Silvercrest Asset Management first reported a position in XLV in Q4 2013 and has held it in 25 quarters since. The position peaked at $622K in Q4 2017. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Silvercrest Asset Management held 1,924 shares of State Street Health Care Select Sector SPDR ETF worth $305K as of Q2 2026.
Silvercrest Asset Management left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of Silvercrest Asset Management's portfolio in Q2 2026, its #761 holding.
Silvercrest Asset Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2013 and has held it in 25 quarters since.
Silvercrest Asset Management's State Street Health Care Select Sector SPDR ETF position peaked at $622K in Q4 2017.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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