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

Stevens Capital 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	–	Sell	-1,509	Closed	-$221K	–	168
2026 Q1	$221K	Sell	1,509 -27	-2%	-$4.17K	0.05%	120
2025 Q4	$238K	Buy	1,536 +38	+3%	+$5.69K	0.06%	97
2025 Q3	$208K	Buy	+1,498	New	+$203K	0.06%	92
2025 Q2	–	Sell	-1,454	Closed	-$212K	–	86
2025 Q1	$212K	Buy	+1,454	New	+$211K	0.1%	60

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

Stevens Capital Partners's XLV Position: Q2 2026 in Review

Stevens Capital Partners sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026, closing a stake of 1,509 shares — an estimated $221K sold.

Stevens Capital Partners first reported a position in XLV in Q1 2025 and held it in 4 quarters. The position peaked at $238K in Q4 2025. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Stevens Capital Partners reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Stevens Capital Partners sold 1,509 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $221K.
Stevens Capital Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2025 and held it in 4 quarters.
Stevens Capital Partners's State Street Health Care Select Sector SPDR ETF position peaked at $238K 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 Stevens Capital Partners's 13F filing for Q2 2026, filed 10 Aug 2026.