Union Bancaire Privee’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Union Bancaire Privee’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	$5.72M	Buy	35,568 +12,000	+51%	+$1.79M	0.06%	169
2026 Q1	$3.39M	Buy	23,568 +20,255	+611%	+$3.12M	0.05%	173
2025 Q4	$516K	Hold	3,313	–	–	0.01%	355
2025 Q3	$449K	Hold	3,313	–	–	0.01%	328
2025 Q2	$444K	Sell	3,313 -500	-13%	-$67.5K	0.01%	319
2025 Q1	$551K	Sell	3,813 -7,600	-67%	-$1.1M	0.01%	305
2024 Q4	$1.58M	Buy	+11,413	New	+$1.67M	0.03%	237

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

Union Bancaire Privee's XLV Position: Q2 2026 in Review

Union Bancaire Privee increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 51% in Q2 2026, buying an estimated $1.79M and bringing the position to 35,568 shares worth $5.72M. The position accounts for 0.06% of the portfolio, ranked #169.

Union Bancaire Privee first reported a position in XLV in Q4 2024 and has held it in 7 quarters since. 1,853 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Union Bancaire Privee held 35,568 shares of State Street Health Care Select Sector SPDR ETF worth $5.72M as of Q2 2026.
Union Bancaire Privee bought 12,000 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $1.79M.
State Street Health Care Select Sector SPDR ETF made up 0.06% of Union Bancaire Privee's portfolio in Q2 2026, its #169 holding.
Union Bancaire Privee first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,853 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.