SEC 13F Intelligence

Connective Portfolio Management, LLC / XLV

Connective Portfolio Management, LLC’s Select Sector Spdr Tr Position

Does Connective Portfolio Management, LLC own Select Sector Spdr Tr (XLV)? Yes — 7.0K shares worth $1M (+1.85% of its 13F portfolio) as of Q2 2026.

Position Value
$1M
Q2 2026
Shares
7.0K
% of Portfolio
+1.85%
Quarters Held
4
currently held

Position History XLV

Reported value by quarter
Q2 ’24: $2MQ2 ’24Q4 ’25: $2MQ4 ’25Q1 ’26: $1MQ1 ’26Q2 ’26: $1MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20267.0K$1M+1.85%
Q1 20267.0K$1M+2.78%
Q4 202513.0K$2M+3.63%
Q2 202413.0K$2M+3.08%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Connective Portfolio Management, LLC’s full portfolio or all institutional holders of XLV.