Syntax Research’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Syntax Research’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	$1.43K	Sell	9 -12,664	-100%	-$1.88M	﹤0.01%	173
2026 Q1	$1.86M	Sell	12,673 -893	-7%	-$138K	1.18%	34
2025 Q4	$2.1M	Sell	13,566 -150	-1%	-$22.5K	1.3%	28
2025 Q3	$1.91M	Buy	+13,716	New	+$1.86M	1.23%	27

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

Syntax Research's XLV Position: Q2 2026 in Review

Syntax Research reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 100% in Q2 2026, selling an estimated $1.88M and leaving 9 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #173.

Syntax Research first reported a position in XLV in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.1M in Q4 2025. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Syntax Research held 9 shares of State Street Health Care Select Sector SPDR ETF worth $1.43K as of Q2 2026.
Syntax Research sold 12,664 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $1.88M.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of Syntax Research's portfolio in Q2 2026, its #173 holding.
Syntax Research first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
Syntax Research's State Street Health Care Select Sector SPDR ETF position peaked at $2.1M in Q4 2025.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Syntax Research's 13F filing for Q2 2026, filed 31 Jul 2026.