Stack Financial Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Stack Financial Management’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	$226K	Sell	1,423 -347	-20%	-$51.6K	0.02%	54
2026 Q1	$260K	Sell	1,770 -495	-22%	-$76.4K	0.02%	50
2025 Q4	$351K	Buy	2,265 +522	+30%	+$78.2K	0.03%	52
2025 Q3	$243K	Buy	1,743 +100	+6%	+$13.5K	0.02%	48
2025 Q2	$221K	Buy	1,643 +45	+3%	+$6.08K	0.02%	47
2025 Q1	$233K	Buy	1,598 +74	+5%	+$10.8K	0.02%	51
2024 Q4	$210K	Buy	1,524 +90	+6%	+$13.2K	0.02%	50
2024 Q3	$221K	Sell	1,434 -106	-7%	-$16.1K	0.02%	46
2024 Q2	$224K	Sell	1,540 -402	-21%	-$57.7K	0.02%	47
2024 Q1	$287K	Buy	+1,942	New	+$279K	0.03%	44
2023 Q4	–	Sell	-2,062	Closed	-$265K	–	46
2023 Q3	$265K	Buy	+2,062	New	+$274K	0.03%	40
2020 Q3	–	Sell	-4,135	Closed	-$414K	–	53
2020 Q2	$414K	Buy	4,135 +213	+5%	+$21K	0.05%	46
2020 Q1	$347K	Sell	3,922 -516	-12%	-$50.1K	0.05%	39
2019 Q4	$452K	Sell	4,438 -225	-5%	-$21.6K	0.05%	46
2019 Q3	$420K	Buy	+4,663	New	+$426K	0.05%	43
2019 Q1	–	Sell	-4,262	Closed	-$369K	–	52
2018 Q4	$369K	Buy	+4,262	New	+$386K	0.05%	48
2017 Q1	–	Sell	-11,243	Closed	-$775K	–	60
2016 Q4	$775K	Buy	+11,243	New	+$781K	0.09%	54
2015 Q1	–	Sell	-3,534	Closed	-$242K	–	54
2014 Q4	$242K	Sell	3,534 -32	-0.9%	-$2.14K	0.03%	54
2014 Q3	$228K	Buy	+3,566	New	+$223K	0.03%	53
2014 Q2	–	Sell	-3,446	Closed	-$202K	–	57
2014 Q1	$202K	Buy	+3,446	New	+$199K	0.03%	54

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

Stack Financial Management's XLV Position: Q2 2026 in Review

Stack Financial Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 20% in Q2 2026, selling an estimated $51.6K and leaving 1,423 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #54.

Stack Financial Management first reported a position in XLV in Q1 2014 and has held it in 20 quarters since. The position peaked at $775K in Q4 2016. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Stack Financial Management held 1,423 shares of State Street Health Care Select Sector SPDR ETF worth $226K as of Q2 2026.
Stack Financial Management sold 347 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $51.6K.
State Street Health Care Select Sector SPDR ETF made up 0.02% of Stack Financial Management's portfolio in Q2 2026, its #54 holding.
Stack Financial Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2014 and has held it in 20 quarters since.
Stack Financial Management's State Street Health Care Select Sector SPDR ETF position peaked at $775K in Q4 2016.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Stack Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.