Simplex Trading
XLV icon

Simplex Trading’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Simplex Trading’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
Q1 		– Sell
-28,657
Closed -$4.44M – 10336
2025
Q4 		$4.44M Sell
28,657
-466,299
-94% -$69.8M ﹤0.01% 1368
2025
Q3 		$68.9M Buy
494,956
+161,376
+48% +$21.8M 0.04% 271
2025
Q2 		$45M Buy
333,580
+306,130
+1,115% +$41.3M 0.03% 312
2025
Q1 		$4.01M Buy
+27,450
New +$3.99M ﹤0.01% 1451
2024
Q1 		– Sell
-2,415
Closed -$329K – 10061
2023
Q4 		$329K Buy
+2,415
New +$314K ﹤0.01% 4119
2023
Q3 		– Sell
-8,644
Closed -$1.15M – 10000
2023
Q2 		$1.15M Sell
8,644
-7,729
-47% -$1.02M ﹤0.01% 2479
2023
Q1 		$2.12M Sell
16,373
-1,912
-10% -$250K ﹤0.01% 1906
2022
Q4 		$2.48M Sell
18,285
-23,862
-57% -$3.16M ﹤0.01% 1702
2022
Q3 		$5.1M Buy
+42,147
New +$5.43M 0.01% 1194
2022
Q2 		– Sell
-59,835
Closed -$8.2M – 11269
2022
Q1 		$8.2M Buy
+59,835
New +$7.92M 0.01% 937
2021
Q2 		– Sell
-140
Closed – – 10809
2021
Q1 		$0 Sell
140
-23,122
-99% -$2.67M ﹤0.01% 10198
2020
Q4 		$2.64M Buy
23,262
+23,062
+11,531% +$2.52M ﹤0.01% 1490
2020
Q3 		$21K Hold
200
– – ﹤0.01% 6347
2020
Q2 		$20K Sell
200
-126,647
-100% -$12.5M ﹤0.01% 6232
2020
Q1 		$11.2M Buy
126,847
+126,647
+63,324% +$12.3M 0.02% 374
2019
Q4 		$20K Buy
+200
New +$19.2K ﹤0.01% 5960
2017
Q4 		– Sell
-56,313
Closed -$4.6M – 6814
2017
Q3 		$4.6M Buy
+56,313
New +$4.52M 0.19% 84
2017
Q2 		– Sell
-914
Closed -$67K – 6894
2017
Q1 		$67K Buy
+914
New +$66.6K ﹤0.01% 2093
2015
Q3 		– Sell
-22,668
Closed -$1.69M – 6291
2015
Q2 		$1.69M Buy
22,668
+7,811
+53% +$579K 0.14% 121
2015
Q1 		$1.08M Buy
+14,857
New +$1.06M 0.13% 155

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Simplex Trading's XLV Position: Q1 2026 in Review

Simplex Trading sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 28,657 shares — an estimated $4.44M sold.

Simplex Trading first reported a position in XLV in Q1 2015 and held it in 20 quarters. The position peaked at $68.9M in Q3 2025. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Simplex Trading reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 28,657 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $4.44M.
  • Simplex Trading first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2015 and held it in 20 quarters.
  • Simplex Trading's State Street Health Care Select Sector SPDR ETF position peaked at $68.9M in Q3 2025.
  • 1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.