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

Soundwatch 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	$202K	Sell	1,274 -386	-23%	-$57.4K	0.02%	53
2026 Q1	$243K	Sell	1,660 -701	-30%	-$108K	0.03%	42
2025 Q4	$365K	Buy	+2,361	New	+$354K	0.06%	32
2025 Q3	–	Sell	-1,445	Closed	-$210K	–	150
2025 Q2	$210K	Buy	1,445 +24	+2%	+$3.24K	0.04%	137
2025 Q1	$207K	Buy	+1,421	New	+$206K	0.09%	29
2024 Q4	–	Sell	-1,421	Closed	-$219K	–	39
2024 Q3	$219K	Buy	+1,421	New	+$215K	0.03%	32
2024 Q1	–	Sell	-1,477	Closed	-$201K	–	33
2023 Q4	$201K	Sell	1,477 -110	-7%	-$14.3K	0.1%	32
2023 Q3	$204K	Sell	1,587 -5,315	-77%	-$706K	0.04%	29
2023 Q2	$241K	Buy	+6,902	New	+$910K	0.06%	28
2022 Q1	–	Sell	-2,245	Closed	-$316K	–	36
2021 Q4	$316K	Sell	2,245 -283	-11%	-$37.6K	0.07%	28
2021 Q3	$322K	Buy	+2,528	New	+$334K	0.03%	25
2020 Q3	–	Sell	-2,427	Closed	-$231K	–	26
2020 Q2	$231K	Buy	+2,427	New	+$240K	0.14%	21

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

Soundwatch Capital's XLV Position: Q2 2026 in Review

Soundwatch Capital reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 23% in Q2 2026, selling an estimated $57.4K and leaving 1,274 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #53.

Soundwatch Capital first reported a position in XLV in Q2 2020 and has held it in 12 quarters since. The position peaked at $365K in Q4 2025. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Soundwatch Capital held 1,274 shares of State Street Health Care Select Sector SPDR ETF worth $202K as of Q2 2026.
Soundwatch Capital sold 386 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $57.4K.
State Street Health Care Select Sector SPDR ETF made up 0.02% of Soundwatch Capital's portfolio in Q2 2026, its #53 holding.
Soundwatch Capital first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2020 and has held it in 12 quarters since.
Soundwatch Capital's State Street Health Care Select Sector SPDR ETF position peaked at $365K in Q4 2025.
1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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