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

Whitener Capital Management’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	$487K	Buy	3,067 +97	+3%	+$14.4K	0.1%	128
2026 Q1	$435K	Sell	2,970 -95	-3%	-$14.7K	0.1%	126
2025 Q4	$474K	Sell	3,065 -67	-2%	-$10K	0.11%	120
2025 Q3	$436K	Buy	3,132 +20	+0.6%	+$2.71K	0.1%	120
2025 Q2	$419K	Buy	3,112 +221	+8%	+$29.8K	0.11%	120
2025 Q1	$422K	Buy	2,891 +376	+15%	+$54.6K	0.12%	117
2024 Q4	$346K	Buy	2,515 +1	+0%	+$146	0.1%	123
2024 Q3	$387K	Sell	2,514 -134	-5%	-$20.3K	0.11%	117
2024 Q2	$386K	Buy	2,648 +216	+9%	+$31K	0.12%	111
2024 Q1	$359K	Buy	2,432 +296	+14%	+$42.5K	0.12%	114
2023 Q4	$291K	Buy	2,136 +393	+23%	+$51.1K	0.11%	120
2023 Q3	$224K	Buy	1,743 +132	+8%	+$17.5K	0.09%	127
2023 Q2	$214K	Buy	+1,611	New	+$212K	0.08%	131
2019 Q4	–	Sell	-540	Closed	-$48K	–	448
2019 Q3	$48K	Hold	540	–	–	0.03%	231
2019 Q2	$50K	Hold	540	–	–	0.03%	226
2019 Q1	$49K	Hold	540	–	–	0.03%	218
2018 Q4	$46K	Hold	540	–	–	0.03%	201
2018 Q3	$51K	Buy	+540	New	+$48.8K	0.03%	199
2018 Q2	–	Sell	-487	Closed	-$39K	–	425
2018 Q1	$39K	Buy	487 +47	+11%	+$4K	0.03%	224
2017 Q4	$36K	Buy	+440	New	+$36.3K	0.03%	212

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

Whitener Capital Management's XLV Position: Q2 2026 in Review

Whitener Capital Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 3.3% in Q2 2026, buying an estimated $14.4K and bringing the position to 3,067 shares worth $487K. The position accounts for 0.1% of the portfolio, ranked #128.

Whitener Capital Management first reported a position in XLV in Q4 2017 and has held it in 20 quarters since. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Whitener Capital Management held 3,067 shares of State Street Health Care Select Sector SPDR ETF worth $487K as of Q2 2026.
Whitener Capital Management bought 97 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $14.4K.
State Street Health Care Select Sector SPDR ETF made up 0.1% of Whitener Capital Management's portfolio in Q2 2026, its #128 holding.
Whitener Capital Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2017 and has held it in 20 quarters since.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Whitener Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.