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

Syon 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
2026 Q2	$4.06M	Buy	25,563 +1,846	+8%	+$275K	0.18%	83
2026 Q1	$3.48M	Sell	23,717 -130	-0.5%	-$20.1K	0.17%	85
2025 Q4	$3.69M	Sell	23,847 -7	-0%	-$1.05K	0.18%	82
2025 Q3	$3.32M	Sell	23,854 -5,969	-20%	-$808K	0.18%	76
2025 Q2	$4.02M	Sell	29,823 -28,220	-49%	-$3.81M	0.27%	62
2025 Q1	$8.47M	Sell	58,043 -3,098	-5%	-$450K	0.69%	36
2024 Q4	$8.41M	Sell	61,141 -2,331	-4%	-$341K	0.76%	27
2024 Q3	$9.78M	Buy	63,472 +717	+1%	+$109K	0.87%	22
2024 Q2	$9.15M	Sell	62,755 -118	-0.2%	-$16.9K	0.84%	21
2024 Q1	$9.29M	Sell	62,873 -811	-1%	-$116K	0.88%	19
2023 Q4	$8.69M	Buy	63,684 +867	+1%	+$113K	0.89%	18
2023 Q3	$8.09M	Buy	+62,817	New	+$8.34M	1.01%	18

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

Syon Capital's XLV Position: Q2 2026 in Review

Syon Capital increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 7.8% in Q2 2026, buying an estimated $275K and bringing the position to 25,563 shares worth $4.06M. The position accounts for 0.18% of the portfolio, ranked #83.

Syon Capital first reported a position in XLV in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.78M in Q3 2024. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Syon Capital held 25,563 shares of State Street Health Care Select Sector SPDR ETF worth $4.06M as of Q2 2026.
Syon Capital bought 1,846 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $275K.
State Street Health Care Select Sector SPDR ETF made up 0.18% of Syon Capital's portfolio in Q2 2026, its #83 holding.
Syon Capital first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
Syon Capital's State Street Health Care Select Sector SPDR ETF position peaked at $9.78M in Q3 2024.
1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.