StoneX Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

StoneX Group’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 Q1	$1.33M	Sell	9,071 -4,814	-35%	-$743K	0.07%	216
2025 Q4	$2.15M	Buy	13,885 +4,198	+43%	+$629K	0.09%	172
2025 Q3	$1.35M	Sell	9,687 -2,656	-22%	-$359K	0.06%	279
2025 Q2	$1.66M	Sell	12,343 -1,714	-12%	-$231K	0.08%	216
2025 Q1	$2.05M	Sell	14,057 -16,312	-54%	-$2.37M	0.11%	168
2024 Q4	$4.18M	Buy	+30,369	New	+$4.44M	0.23%	89
2023 Q1	–	Sell	-98,737	Closed	-$13.4M	–	699
2022 Q4	$13.4M	Buy	98,737 +2,556	+3%	+$339K	1.95%	11
2022 Q3	$11.6M	Buy	96,181 +495	+0.5%	+$63.8K	2.17%	10
2022 Q2	$12.3M	Buy	95,686 +506	+0.5%	+$66.3K	2.01%	10
2022 Q1	$13M	Sell	95,180 -65,635	-41%	-$8.69M	1.23%	13
2021 Q4	$22.7M	Buy	160,815 +13,065	+9%	+$1.73M	2.61%	3
2021 Q3	$18.8M	Buy	147,750 +8,632	+6%	+$1.14M	2.7%	3
2021 Q2	$17.5M	Sell	139,118 -13,454	-9%	-$1.65M	2.6%	3
2021 Q1	$17.8M	Buy	152,572 +21,537	+16%	+$2.49M	3.2%	4
2020 Q4	$14.9M	Buy	131,035 +101,984	+351%	+$11.1M	3.27%	3
2020 Q3	$3.06M	Buy	29,051 +17,724	+156%	+$1.87M	0.99%	21
2020 Q2	$1.13M	Buy	11,327 +2,717	+32%	+$268K	0.43%	54
2020 Q1	$763K	Buy	8,610 +437	+5%	+$42.5K	0.41%	72
2019 Q4	$838K	Sell	8,173 -565	-6%	-$54.3K	0.34%	90
2019 Q3	$788K	Buy	8,738 +775	+10%	+$70.8K	0.49%	65
2019 Q2	$738K	Sell	7,963 -4,771	-37%	-$429K	0.47%	63
2019 Q1	$1.17M	Buy	12,734 +1,218	+11%	+$110K	0.89%	23
2018 Q4	$996K	Buy	11,516 +3,075	+36%	+$278K	0.96%	20
2018 Q3	$803K	Buy	8,441 +3,436	+69%	+$310K	0.6%	48
2018 Q2	$418K	Buy	5,005 +2,115	+73%	+$175K	0.36%	102
2018 Q1	$235K	Sell	2,890 -2,486	-46%	-$212K	0.22%	182
2017 Q4	$444K	Sell	5,376 -6,166	-53%	-$508K	0.46%	67
2017 Q3	$943K	Sell	11,542 -6,065	-34%	-$487K	1.18%	14
2017 Q2	$1.4M	Buy	+17,607	New	+$1.34M	0.44%	72

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

StoneX Group's XLV Position: Q1 2026 in Review

StoneX Group reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 35% in Q1 2026, selling an estimated $743K and leaving 9,071 shares worth $1.33M. The position accounts for 0.07% of the portfolio, ranked #216.

StoneX Group first reported a position in XLV in Q2 2017 and has held it in 29 quarters since. The position peaked at $22.7M in Q4 2021. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

StoneX Group held 9,071 shares of State Street Health Care Select Sector SPDR ETF worth $1.33M as of Q1 2026.
StoneX Group sold 4,814 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $743K.
State Street Health Care Select Sector SPDR ETF made up 0.07% of StoneX Group's portfolio in Q1 2026, its #216 holding.
StoneX Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2017 and has held it in 29 quarters since.
StoneX Group's State Street Health Care Select Sector SPDR ETF position peaked at $22.7M in Q4 2021.
1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.