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

SummitTX Capital’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
2025
Q2 		– Sell
-3,287
Closed -$480K – 1045
2025
Q1 		$480K Buy
+3,287
New +$478K 0.02% 563

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

SummitTX Capital's XLV Position: Q2 2025 in Review

SummitTX Capital sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2025, closing a stake of 3,287 shares — an estimated $480K sold.

SummitTX Capital first reported a position in XLV in Q1 2025 and held it in 1 quarter. The position peaked at $480K in Q1 2025. 1,677 funds tracked by Wall St. Rank hold XLV as of Q2 2025.

  • SummitTX Capital reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • SummitTX Capital sold 3,287 State Street Health Care Select Sector SPDR ETF shares in Q2 2025, an estimated $480K.
  • SummitTX Capital first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2025 and held it in 1 quarter.
  • SummitTX Capital's State Street Health Care Select Sector SPDR ETF position peaked at $480K in Q1 2025.
  • 1,677 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2025.

Based on SummitTX Capital's 13F filing for Q2 2025, filed 14 Aug 2025.