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

Wall Capital Group’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	$2.29M	Buy	+14,448	New	+$2.15M	1.88%	10
2026 Q1	–	Sell	-17,616	Closed	-$2.73M	–	27
2025 Q4	$2.73M	Buy	+17,616	New	+$2.64M	2.6%	8
2023 Q4	$4.18M	Sell	30,636 -306	-1%	-$39.8K	4.74%	12
2023 Q3	$4M	Buy	30,942 +5,191	+20%	+$689K	5.69%	10
2023 Q2	$3.34M	Buy	25,751 +862	+3%	+$114K	3.59%	10
2023 Q1	$3.32M	Buy	+24,889	New	+$3.25M	4.04%	7
2018 Q3	–	Sell	-190,157	Closed	-$15.9M	–	34
2018 Q2	$15.9M	Sell	190,157 -3,164	-2%	-$262K	8.76%	4
2018 Q1	$15.7M	Buy	193,321 +28,721	+17%	+$2.45M	9.05%	4
2017 Q4	$13.6M	Sell	164,600 -5,598	-3%	-$462K	8.62%	3
2017 Q3	$13.9M	Buy	170,198 +815	+0.5%	+$65.5K	8.97%	3
2017 Q2	$13.4M	Buy	169,383 +21,340	+14%	+$1.63M	9.09%	3
2017 Q1	$11M	Buy	+148,043	New	+$10.8M	8.72%	3

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

Wall Capital Group's XLV Position: Q2 2026 in Review

Wall Capital Group opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 14,448 shares worth $2.29M. The stake represents 1.88% of the portfolio and ranks #10 among its holdings. This is a return to the name: Wall Capital Group previously reported a position in XLV as recently as Q4 2025.

Wall Capital Group first reported a position in XLV in Q1 2017 and has held it in 12 quarters since. The position peaked at $15.9M in Q2 2018. 1,846 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Wall Capital Group held 14,448 shares of State Street Health Care Select Sector SPDR ETF worth $2.29M as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new Wall Capital Group position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 1.88% of Wall Capital Group's portfolio in Q2 2026, its #10 holding.
Wall Capital Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2017 and has held it in 12 quarters since.
Wall Capital Group's State Street Health Care Select Sector SPDR ETF position peaked at $15.9M in Q2 2018.
1,846 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Wall Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.