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

Vontobel Holding’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 Q1	$1.04M	Buy	7,110 +2,038	+40%	+$314K	﹤0.01%	645
2025 Q4	$785K	Sell	5,072 -3,240	-39%	-$485K	﹤0.01%	823
2025 Q3	$1.16M	Buy	8,312 +1,794	+28%	+$243K	﹤0.01%	673
2025 Q2	$879K	Buy	6,518 +2,808	+76%	+$379K	﹤0.01%	723
2025 Q1	$542K	Sell	3,710 -3,502	-49%	-$509K	﹤0.01%	764
2024 Q4	$992K	Sell	7,212 -4,107	-36%	-$601K	﹤0.01%	595
2024 Q3	$1.74M	Buy	11,319 +4,164	+58%	+$631K	0.01%	480
2024 Q2	$1.04M	Sell	7,155 -2,597	-27%	-$373K	﹤0.01%	557
2024 Q1	$1.44M	Sell	9,752 -1,084	-10%	-$156K	0.01%	496
2023 Q4	$1.48M	Sell	10,836 -3,826	-26%	-$498K	0.01%	499
2023 Q3	$1.89M	Sell	14,662 -2,143	-13%	-$285K	0.02%	438
2023 Q2	$2.23M	Buy	16,805 +518	+3%	+$68.3K	0.02%	422
2023 Q1	$2.11M	Buy	16,287 +8,667	+114%	+$1.13M	0.02%	406
2022 Q4	$1.04M	Sell	7,620 -1,204	-14%	-$160K	0.01%	569
2022 Q3	$1.07M	Buy	8,824 +1,447	+20%	+$186K	0.01%	531
2022 Q2	$946K	Sell	7,377 -621	-8%	-$81.4K	0.01%	555
2022 Q1	$1.1M	Buy	7,998 +4,504	+129%	+$596K	0.01%	590
2021 Q4	$492K	Hold	3,494	–	–	﹤0.01%	811
2021 Q3	$445K	Buy	3,494 +3,413	+4,214%	+$451K	﹤0.01%	835
2021 Q2	$10K	Hold	81	–	–	﹤0.01%	1129
2021 Q1	$9K	Hold	81	–	–	﹤0.01%	977
2020 Q4	$9K	Buy	+81	New	+$8.84K	﹤0.01%	963

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Vontobel Holding's XLV Position: Q1 2026 in Review

Vontobel Holding increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 40% in Q1 2026, buying an estimated $314K and bringing the position to 7,110 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #645.

Vontobel Holding first reported a position in XLV in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.23M in Q2 2023. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Vontobel Holding held 7,110 shares of State Street Health Care Select Sector SPDR ETF worth $1.04M as of Q1 2026.
Vontobel Holding bought 2,038 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $314K.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of Vontobel Holding's portfolio in Q1 2026, its #645 holding.
Vontobel Holding first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
Vontobel Holding's State Street Health Care Select Sector SPDR ETF position peaked at $2.23M in Q2 2023.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.