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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$113M Sell
713,602
-56,746
-7% -$8.44M 0.09% 221
2026
Q1
$113M Buy
770,348
+79,622
+12% +$12.3M 0.1% 209
2025
Q4
$107M Buy
690,726
+21,321
+3% +$3.19M 0.1% 208
2025
Q3
$93.2M Sell
669,405
-77,296
-10% -$10.5M 0.09% 233
2025
Q2
$101M Buy
746,701
+3,677
+0.5% +$497K 0.1% 205
2025
Q1
$108M Sell
743,024
-104,172
-12% -$15.1M 0.12% 192
2024
Q4
$117M Sell
847,196
-13,037
-2% -$1.91M 0.12% 177
2024
Q3
$132M Buy
860,233
+46,133
+6% +$6.99M 0.14% 162
2024
Q2
$119M Sell
814,100
-38,594
-5% -$5.54M 0.13% 161
2024
Q1
$126M Sell
852,694
-552
-0.1% -$79.2K 0.14% 156
2023
Q4
$116M Buy
853,246
+93,555
+12% +$12.2M 0.15% 157
2023
Q3
$97.8M Sell
759,691
-25,846
-3% -$3.43M 0.14% 169
2023
Q2
$104M Buy
785,537
+35,989
+5% +$4.74M 0.14% 161
2023
Q1
$97M Sell
749,548
-72,927
-9% -$9.53M 0.14% 160
2022
Q4
$112M Sell
822,475
-46,842
-5% -$6.21M 0.17% 143
2022
Q3
$105M Buy
869,317
+165,040
+23% +$21.3M 0.17% 134
2022
Q2
$90.3M Buy
704,277
+44,772
+7% +$5.87M 0.14% 159
2022
Q1
$90.3M Buy
659,505
+96,621
+17% +$12.8M 0.12% 181
2021
Q4
$79.3M Buy
562,884
+35,360
+7% +$4.7M 0.1% 195
2021
Q3
$67.2M Buy
527,524
+6,264
+1% +$828K 0.1% 200
2021
Q2
$65.7M Buy
521,260
+14,599
+3% +$1.79M 0.1% 202
2021
Q1
$59.1M Sell
506,661
-7,597
-1% -$877K 0.1% 212
2020
Q4
$58.3M Buy
514,258
+25,237
+5% +$2.75M 0.1% 195
2020
Q3
$51.6M Buy
489,021
+43,526
+10% +$4.58M 0.11% 190
2020
Q2
$44.6M Buy
445,495
+53,767
+14% +$5.31M 0.1% 197
2020
Q1
$34.7M Buy
391,728
+10,979
+3% +$1.07M 0.1% 205
2019
Q4
$38.8M Buy
380,749
+140,632
+59% +$13.5M 0.08% 241
2019
Q3
$21.7M Sell
240,117
-15,059
-6% -$1.37M 0.06% 303
2019
Q2
$23.6M Sell
255,176
-56,392
-18% -$5.07M 0.06% 279
2019
Q1
$28.5M Buy
311,568
+32,680
+12% +$2.95M 0.08% 243
2018
Q4
$24.1M Buy
278,888
+61,778
+28% +$5.59M 0.08% 246
2018
Q3
$20.7M Buy
217,110
+18,230
+9% +$1.65M 0.06% 295
2018
Q2
$16.6M Buy
198,880
+1,892
+1% +$157K 0.05% 365
2018
Q1
$16M Sell
196,988
-124,997
-39% -$10.6M 0.05% 369
2017
Q4
$26.6M Buy
321,985
+9,030
+3% +$745K 0.08% 249
2017
Q3
$25.6M Sell
312,955
-28,803
-8% -$2.31M 0.09% 233
2017
Q2
$27.1M Buy
341,758
+79,693
+30% +$6.07M 0.1% 219
2017
Q1
$19.5M Buy
262,065
+34,473
+15% +$2.51M 0.08% 268
2016
Q4
$15.7M Buy
227,592
+84,769
+59% +$5.89M 0.07% 296
2016
Q3
$10.3M Buy
142,823
+39,575
+38% +$2.91M 0.05% 369
2016
Q2
$7.41M Buy
103,248
+16,804
+19% +$1.18M 0.03% 460
2016
Q1
$5.86M Sell
86,444
-7,655
-8% -$513K 0.03% 482
2015
Q4
$6.79M Buy
94,099
+17,997
+24% +$1.27M 0.04% 450
2015
Q3
$5.04M Buy
76,102
+5,295
+7% +$387K 0.03% 510
2015
Q2
$5.24M Buy
70,807
+16,563
+31% +$1.23M 0.03% 551
2015
Q1
$3.93M Buy
54,244
+8,114
+18% +$579K 0.02% 687
2014
Q4
$3.15M Buy
46,130
+10,180
+28% +$681K 0.02% 727
2014
Q3
$2.3M Buy
35,950
+3,914
+12% +$245K 0.02% 723
2014
Q2
$1.95M Buy
32,036
+11,632
+57% +$683K 0.02% 788
2014
Q1
$1.19M Buy
+20,404
New +$1.18M 0.01% 976

Other funds holding XLV

Stifel Financial's XLV Position: Q2 2026 in Review

Stifel Financial reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 7.4% in Q2 2026, selling an estimated $8.44M and leaving 713,602 shares worth $113M. The position accounts for 0.09% of the portfolio, ranked #221.

Stifel Financial first reported a position in XLV in Q1 2014 and has held it in 50 quarters since. The position peaked at $132M in Q3 2024. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Stifel Financial held 713,602 shares of State Street Health Care Select Sector SPDR ETF worth $113M as of Q2 2026.
  • Stifel Financial sold 56,746 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $8.44M.
  • State Street Health Care Select Sector SPDR ETF made up 0.09% of Stifel Financial's portfolio in Q2 2026, its #221 holding.
  • Stifel Financial first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2014 and has held it in 50 quarters since.
  • Stifel Financial's State Street Health Care Select Sector SPDR ETF position peaked at $132M in Q3 2024.
  • 1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.