SSA Swiss Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

SSA Swiss Advisors’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	$43.2K	Sell	272 -4,788	-95%	-$712K	0.02%	104
2026 Q1	$742K	Buy	5,060 +2,011	+66%	+$310K	0.34%	59
2025 Q4	$473K	Sell	3,049 -2,459	-45%	-$368K	0.22%	62
2025 Q3	$767K	Buy	5,508 +1,338	+32%	+$181K	0.36%	57
2025 Q2	$566K	Sell	4,170 -184	-4%	-$24.8K	0.27%	60
2025 Q1	$635K	Buy	+4,354	New	+$633K	0.33%	61

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 22.9% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

SSA Swiss Advisors's XLV Position: Q2 2026 in Review

SSA Swiss Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 95% in Q2 2026, selling an estimated $712K and leaving 272 shares worth $43.2K. The position accounts for 0.02% of the portfolio, ranked #104.

SSA Swiss Advisors first reported a position in XLV in Q1 2025 and has held it in 6 quarters since. The position peaked at $767K in Q3 2025. 1,866 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

SSA Swiss Advisors held 272 shares of State Street Health Care Select Sector SPDR ETF worth $43.2K as of Q2 2026.
SSA Swiss Advisors sold 4,788 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $712K.
State Street Health Care Select Sector SPDR ETF made up 0.02% of SSA Swiss Advisors's portfolio in Q2 2026, its #104 holding.
SSA Swiss Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
SSA Swiss Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $767K in Q3 2025.
1,866 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on SSA Swiss Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.