SVB Wealth’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

SVB Wealth’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	-2,385	Closed	-$350K	–	401
2026 Q1	$350K	Sell	2,385 -30	-1%	-$4.63K	0.02%	309
2025 Q4	$374K	Sell	2,415 -1,698	-41%	-$254K	0.02%	304
2025 Q3	$572K	Sell	4,113 -225	-5%	-$30.4K	0.03%	282
2025 Q2	$585K	Sell	4,338 -1,036	-19%	-$140K	0.03%	282
2025 Q1	$785K	Sell	5,374 -2,038	-27%	-$296K	0.03%	176
2024 Q4	$1.02M	Buy	+7,412	New	+$1.08M	0.02%	311
2024 Q3	–	Sell	-7,853	Closed	-$1.14M	–	640
2024 Q2	$1.14M	Buy	7,853 +429	+6%	+$61.5K	0.03%	294
2024 Q1	$1.1M	Buy	7,424 +193	+3%	+$27.7K	0.02%	330
2023 Q4	$986K	Sell	7,231 -1,284	-15%	-$167K	0.02%	339
2023 Q3	$1.1M	Sell	8,515 -4,693	-36%	-$623K	0.02%	307
2023 Q2	$1.75M	Sell	13,208 -1,199	-8%	-$158K	0.03%	257
2023 Q1	$1.87M	Sell	14,407 -1,115	-7%	-$146K	0.03%	276
2022 Q4	$2.11M	Sell	15,522 -1,471	-9%	-$195K	0.03%	262
2022 Q3	$2.06M	Buy	16,993 +2,356	+16%	+$303K	0.03%	255
2022 Q2	$1.88M	Buy	14,637 +2,941	+25%	+$385K	0.03%	225
2022 Q1	$1.6M	Sell	11,696 -473	-4%	-$62.6K	0.02%	254
2021 Q4	$1.71M	Sell	12,169 -13,774	-53%	-$1.83M	0.03%	240
2021 Q3	$3.3M	Sell	25,943 -3,044	-11%	-$402K	0.04%	198
2021 Q2	$3.65M	Sell	28,987 -17,168	-37%	-$2.1M	0.05%	190
2021 Q1	$5.39M	Sell	46,155 -8,279	-15%	-$956K	0.08%	156
2020 Q4	$6.17M	Sell	54,434 -2,521	-4%	-$275K	0.09%	145
2020 Q3	$6.01M	Buy	56,955 +3,577	+7%	+$377K	0.1%	129
2020 Q2	$5.34M	Buy	53,378 +4,693	+10%	+$463K	0.1%	135
2020 Q1	$4.31M	Buy	48,685 +3,821	+9%	+$371K	0.1%	122
2019 Q4	$4.57M	Buy	44,864 +39,138	+684%	+$3.76M	0.08%	146
2019 Q3	$516K	Buy	5,726 +272	+5%	+$24.8K	0.01%	371
2019 Q2	$505K	Buy	+5,454	New	+$490K	0.02%	387

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 22.9% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

SVB Wealth's XLV Position: Q2 2026 in Review

SVB Wealth sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026, closing a stake of 2,385 shares — an estimated $350K sold.

SVB Wealth first reported a position in XLV in Q2 2019 and held it in 27 quarters. The position peaked at $6.17M in Q4 2020. 1,866 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

SVB Wealth reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
SVB Wealth sold 2,385 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $350K.
SVB Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2019 and held it in 27 quarters.
SVB Wealth's State Street Health Care Select Sector SPDR ETF position peaked at $6.17M in Q4 2020.
1,866 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.