Key stats
About SELECT SECTOR SPDR TRUST HEALTHCARE
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Inception date
Dec 16, 1998
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
XLV dominates the US health care segment on practically every measure. The fund provides exposure to companies in pharmaceuticals, health care equipment and supplies, health care providers and services, biotechnology, life sciences tools and services, and health care technology industries. XLV is the oldest in the segment, as such it is used widely for strategic or tactical positions. Since XLV is both cap weighted and fishes only from the S&P 500, it tilts heavily toward mega-caps. For focused exposure to leading health care names, XLV is tough to beat.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Health Technology
Health Services
Stocks99.85%
Health Technology78.29%
Health Services17.20%
Distribution Services3.00%
Retail Trade1.18%
Commercial Services0.19%
Bonds, Cash & Other0.15%
Mutual fund0.15%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history