Southland Equity Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Southland Equity Partners’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	$415K	Buy	+2,618	New	+$389K	0.07%	192
2026 Q1	–	Sell	-5,120	Closed	-$793K	–	282
2025 Q4	$793K	Buy	+5,120	New	+$767K	0.16%	109
2025 Q2	–	Sell	-1,535	Closed	-$224K	–	247
2025 Q1	$224K	Sell	1,535 -26	-2%	-$3.78K	0.05%	210
2024 Q4	$215K	Sell	1,561 -498	-24%	-$72.9K	0.05%	213
2024 Q3	$317K	Buy	2,059 +2	+0.1%	+$303	0.08%	164
2024 Q2	$300K	Sell	2,057 -209	-9%	-$30K	0.09%	153
2024 Q1	$335K	Buy	2,266 +2	+0.1%	+$287	0.09%	142
2023 Q4	$309K	Buy	2,264 +7	+0.3%	+$911	0.1%	141
2023 Q3	$291K	Buy	2,257 +1	+0%	+$133	0.1%	142
2023 Q2	$299K	Sell	2,256 -273	-11%	-$36K	0.1%	134
2023 Q1	$327K	Sell	2,529 -147	-5%	-$19.2K	0.13%	119
2022 Q4	$364K	Buy	2,676 +248	+10%	+$32.9K	0.14%	102
2022 Q3	$294K	Sell	2,428 -237	-9%	-$30.5K	0.14%	108
2022 Q2	$342K	Sell	2,665 -8	-0.3%	-$1.05K	0.16%	101
2022 Q1	$366K	Sell	2,673 -9	-0.3%	-$1.19K	0.15%	101
2021 Q4	$378K	Buy	2,682 +463	+21%	+$61.5K	0.16%	100
2021 Q3	$283K	Buy	2,219 +36	+2%	+$4.76K	0.13%	123
2021 Q2	$275K	Buy	2,183 +2	+0.1%	+$245	0.13%	121
2021 Q1	$255K	Buy	2,181 +1	+0%	+$115	0.14%	121
2020 Q4	$247K	Buy	+2,180	New	+$238K	0.17%	103

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

Southland Equity Partners's XLV Position: Q2 2026 in Review

Southland Equity Partners opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 2,618 shares worth $415K. The stake represents 0.07% of the portfolio and ranks #192 among its holdings. This is a return to the name: Southland Equity Partners previously reported a position in XLV as recently as Q4 2025.

Southland Equity Partners first reported a position in XLV in Q4 2020 and has held it in 20 quarters since. The position peaked at $793K in Q4 2025. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Southland Equity Partners held 2,618 shares of State Street Health Care Select Sector SPDR ETF worth $415K as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new Southland Equity Partners position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.07% of Southland Equity Partners's portfolio in Q2 2026, its #192 holding.
Southland Equity Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and has held it in 20 quarters since.
Southland Equity Partners's State Street Health Care Select Sector SPDR ETF position peaked at $793K in Q4 2025.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.