Z3 Capital Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Z3 Capital Partners’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	$412K	Sell	2,596 -238	-8%	-$35.4K	0.09%	129
2026 Q1	$416K	Sell	2,834 -388	-12%	-$59.8K	0.11%	123
2025 Q4	$499K	Buy	+3,222	New	+$483K	0.12%	114

Other funds holding XLV

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Z3 Capital Partners's XLV Position: Q2 2026 in Review

Z3 Capital Partners reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 8.4% in Q2 2026, selling an estimated $35.4K and leaving 2,596 shares worth $412K. The position accounts for 0.09% of the portfolio, ranked #129.

Z3 Capital Partners first reported a position in XLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $499K in Q4 2025. 1,784 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Z3 Capital Partners held 2,596 shares of State Street Health Care Select Sector SPDR ETF worth $412K as of Q2 2026.
Z3 Capital Partners sold 238 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $35.4K.
State Street Health Care Select Sector SPDR ETF made up 0.09% of Z3 Capital Partners's portfolio in Q2 2026, its #129 holding.
Z3 Capital Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Z3 Capital Partners's State Street Health Care Select Sector SPDR ETF position peaked at $499K in Q4 2025.
1,784 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Z3 Capital Partners's 13F filing for Q2 2026, filed 28 Jul 2026.