SJS Investment Consulting’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

SJS Investment Consulting’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	$174K	Hold	1,096	–	–	0.02%	175
2026 Q1	$161K	Sell	1,096 -28	-2%	-$4.32K	0.02%	165
2025 Q4	$174K	Buy	1,124 +28	+3%	+$4.19K	0.02%	151
2025 Q3	$153K	Buy	1,096 +1,085	+9,864%	+$147K	0.02%	153
2025 Q2	$1.48K	Sell	11 -40	-78%	-$5.4K	﹤0.01%	668
2025 Q1	$7.45K	Sell	51 -40	-44%	-$5.81K	﹤0.01%	390
2024 Q4	$12.5K	Hold	91	–	–	﹤0.01%	329
2024 Q3	$14K	Hold	91	–	–	﹤0.01%	333
2024 Q2	$13.3K	Sell	91 -294	-76%	-$42.2K	﹤0.01%	307
2024 Q1	$56.9K	Buy	385 +374	+3,400%	+$53.7K	0.01%	174
2023 Q4	$1.5K	Hold	11	–	–	﹤0.01%	785
2023 Q3	$1.42K	Hold	11	–	–	﹤0.01%	776
2023 Q2	$1.46K	Hold	11	–	–	﹤0.01%	737
2023 Q1	$1.43K	Hold	11	–	–	﹤0.01%	732
2022 Q4	$1.49K	Hold	11	–	–	﹤0.01%	761
2022 Q3	$1K	Buy	+11	New	+$1.42K	﹤0.01%	958
2022 Q1	$2K	Sell	11 -60	-85%	-$7.94K	﹤0.01%	531
2021 Q4	$10K	Buy	+71	New	+$9.43K	﹤0.01%	379

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

SJS Investment Consulting's XLV Position: Q2 2026 in Review

SJS Investment Consulting held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 1,096 shares worth $174K. The position accounts for 0.02% of the portfolio, ranked #175.

SJS Investment Consulting first reported a position in XLV in Q4 2021 and has held it in 18 quarters since. The position peaked at $174K in Q4 2025. 1,861 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

SJS Investment Consulting held 1,096 shares of State Street Health Care Select Sector SPDR ETF worth $174K as of Q2 2026.
SJS Investment Consulting 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 0.02% of SJS Investment Consulting's portfolio in Q2 2026, its #175 holding.
SJS Investment Consulting first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
SJS Investment Consulting's State Street Health Care Select Sector SPDR ETF position peaked at $174K in Q4 2025.
1,861 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.