Westwood Holdings Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Westwood Holdings 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	$27.8M	Buy	+175,306	New	+$26.1M	0.21%	165
2025 Q3	–	Sell	-37,795	Closed	-$5.09M	–	519
2025 Q2	$5.09M	Sell	37,795 -619	-2%	-$83.6K	0.04%	270
2025 Q1	$5.61M	Sell	38,414 -1,039	-3%	-$151K	0.04%	254
2024 Q4	$5.43M	Sell	39,453 -75,531	-66%	-$11.1M	0.04%	261
2024 Q3	$17.7M	Buy	114,984 +31,434	+38%	+$4.76M	0.07%	220
2024 Q2	$12.2M	Buy	+83,550	New	+$12M	0.06%	231
2020 Q2	–	Sell	-13,509	Closed	-$1.2M	–	429
2020 Q1	$1.2M	Hold	13,509	–	–	0.02%	302
2019 Q4	$1.38M	Hold	13,509	–	–	0.01%	327
2019 Q3	$1.22M	Hold	13,509	–	–	0.01%	324
2019 Q2	$1.25M	Hold	13,509	–	–	0.01%	335
2019 Q1	$1.24M	Sell	13,509 -100	-0.7%	-$9.02K	0.01%	306
2018 Q4	$1.18M	Sell	13,609 -11,616	-46%	-$1.05M	0.01%	286
2018 Q3	$2.4M	Hold	25,225	–	–	0.02%	263
2018 Q2	$2.1M	Hold	25,225	–	–	0.02%	283
2018 Q1	$2.05M	Sell	25,225 -450	-2%	-$38.3K	0.02%	286
2017 Q4	$2.12M	Sell	25,675 -40	-0.2%	-$3.3K	0.02%	283
2017 Q3	$2.1M	Hold	25,715	–	–	0.02%	277
2017 Q2	$2.04M	Sell	25,715 -50	-0.2%	-$3.81K	0.02%	276
2017 Q1	$1.92M	Sell	25,765 -571	-2%	-$41.6K	0.02%	278
2016 Q4	$1.81M	Sell	26,336 -105	-0.4%	-$7.29K	0.01%	304
2016 Q3	$1.91M	Sell	26,441 -335	-1%	-$24.7K	0.02%	305
2016 Q2	$1.92M	Sell	26,776 -1,078	-4%	-$76K	0.02%	281
2016 Q1	$1.89M	Buy	+27,854	New	+$1.87M	0.02%	272
2015 Q4	–	Sell	-29,654	Closed	-$1.96M	–	418
2015 Q3	$1.96M	Sell	29,654 -297	-1%	-$21.7K	0.02%	282
2015 Q2	$2.22M	Buy	+29,951	New	+$2.22M	0.02%	291

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

Westwood Holdings Group's XLV Position: Q2 2026 in Review

Westwood Holdings Group opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 175,306 shares worth $27.8M. The stake represents 0.21% of the portfolio and ranks #165 among its holdings. This is a return to the name: Westwood Holdings Group previously reported a position in XLV as recently as Q2 2025.

Westwood Holdings Group first reported a position in XLV in Q2 2015 and has held it in 25 quarters since. 1,862 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Westwood Holdings Group held 175,306 shares of State Street Health Care Select Sector SPDR ETF worth $27.8M as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new Westwood Holdings Group position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.21% of Westwood Holdings Group's portfolio in Q2 2026, its #165 holding.
Westwood Holdings Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2015 and has held it in 25 quarters since.
1,862 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.