Stocks / ETF
XLVETF
FollowFollowingUnfollowState Street Health Care Select Sector SPDR ETF
$184.601d -0.1%5d +3.0%settled close · 2026-11-02
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Mkt cap $49B (11/2)β -0.0652w $143–185Shares 263.5MNYSE Arca since 1998
The tape, with the calls on it
Who said what, and what XLV did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
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Who’s talkingIdea Scout · free
Who’s talking about XLV
52 long3 shortlatest 2026-10-27
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-27 | Unknown | Bearish | Fox Business (uncut) | Government spending proposals are likely to worsen structural problems in healthcare and housing, making both… |
| 2026-10-26 | Savita SubramanianHead of US Equity Strategy, BofA | Bullish | Bloomberg TV (uncut) | Companies in healthcare, financials, and IT services are already showing measurable productivity gains from… |
| 2026-10-26 | Nate Thooft | Bullish | Bloomberg TV (uncut) | Healthcare has not participated in the AI-driven equity rally for years but is now finally showing signs of… |
| 2026-10-26 | Jeff deGraafFounder & Chairman, Renaissance Macro Research | Bullish | CNBC (uncut) | The market has shifted its return function toward defensives, which despite near-term overbought conditions… |
| 2026-10-26 | Eric Sterner | Bullish | Fox Business (uncut) | GLP-1 drugs are an $80B market that has grown 40% with only 11M of 40% of obese Americans using them, and AI… |
| 2026-10-26 | Jeff deGraafFounder & Chairman, Renaissance Macro Research | Bullish | CNBC (uncut) | Investors rotating out of tech are repositioning specifically into healthcare as the primary defensive… |
| 2026-10-23 | Osan Kwan | Bullish | CNBC (uncut) | Healthcare is the only sector with accelerating EPS growth over the next few quarters while 10 of 11 sectors… |
| 2026-10-23 | Osan Kwan | Bullish | CNBC (uncut) | Healthcare services is the only sub-sector of healthcare not suffering from overcrowded sentiment and… |
| 2026-10-23 | Mark Headley | Bullish | CNBC (uncut) | Smaller and midcap Asian companies with domestic healthcare and insurance earnings, bought cheaply with a… |
| 2026-10-23 | Chris Marangi | Bullish | Bloomberg Open Interest | Health care offers relative AI resilience combined with potential upside from robotics and medical technology… |
Show all 55 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-22 | Mona MahajanHead of Investment Strategy and Asset Allocation, Edward Jones | Bullish | Bloomberg TV (uncut) | Health care and consumer staples offer better defensive value than utilities because utilities increasingly… |
| 2026-10-22 | Liz Thomas (SoFi)Head of Investment Strategy, SoFi | Bullish | RiskReversal Media | Healthcare is a defensive sector benefiting from late-cycle rotation as investors move out of growth and AI… |
| 2026-10-21 | Tom HayesFounder & chairman, Great Hill Capital | Bullish | Hedge Fund Tips (Tom Hayes) | Healthcare's weight in the S&P 500 is at its lowest relative to technology since the March 2000 NASDAQ peak… |
| 2026-10-20 | Sam StovallChief Investment Strategist, CFRA Research | Bullish | CNBC (uncut) | Healthcare has historically outperformed in midterm election years and Q3 sector leaders tend to extend those… |
| 2026-10-20 | Sarat SethiManaging Partner and Portfolio Manager, Douglas C. Lane & Associates | Bullish | CNBC (uncut) | Investors should rotate toward defensive staples and healthcare as high energy costs squeeze lower-income… |
| 2026-10-20 | Karen Finerman (Metropolitan)CEO, Metropolitan Capital Advisors | Bullish | CNBC (uncut) | Healthcare is attractive after years of relative underperformance, while major holdings such as Eli Lilly… |
| 2026-10-19 | Kenny PolcariChief market strategist, SlateStone Wealth | Bullish | Fox Business (uncut) | Defensive sectors with durable dividends and consistent business models are attracting rotation capital from… |
| 2026-10-17 | Patrick Ceresna (Macro Voices)Co-host, MacroVoices & Market Huddle | Bullish | The Market Huddle | Healthcare ETF breaking to 52-week highs as institutional flows rotate out of AI/semiconductors into… |
| 2026-10-16 | Brian VendigPresident & CIO, MJP Wealth Advisors | Bullish | CNBC (uncut) | Healthcare has been a consistent beneficiary of the defensive rotation away from mega-cap tech and should… |
| 2026-10-16 | Keith LernerCIO & chief market strategist, Truist Advisory Services | Bullish | Bloomberg TV (uncut) | Healthcare is a rotation beneficiary as the tech consolidation drives capital into sectors that were pummeled… |
| 2026-10-16 | Scott ChronertHead of US equity strategy, Citi Research | Bullish | Bloomberg Open Interest | Healthcare offers better positioning than banks and financials in the current midterm election environment… |
| 2026-10-15 | Mark NewtonHead of Technical Strategy, Fundstrat | Bullish | CNBC (uncut) | Healthcare just broke out to new all-time highs while tech pulls back, making it the better near-term buy as… |
| 2026-10-15 | Savita SubramanianHead of US Equity Strategy, BofA | Bullish | CNBC (uncut) | Healthcare is seeing the most acute and measurable AI-driven productivity gains of any sector, yet is… |
| 2026-10-14 | Emily RonanCo-Chief Investment Strategist, Manulife John Hancock Investments | Bullish | Bloomberg TV (uncut) | Healthcare enters earnings season with a low single-digit growth bar and higher-quality earnings… |
| 2026-10-14 | Jeff deGraafFounder & Chairman, Renaissance Macro Research | Bullish | CNBC (uncut) | Health care has made a major bottom from historically neglected valuation levels and is now emerging as a… |
| 2026-10-14 | Emily RolandCo-chief investment strategist, Manulife John Hancock Investments | Bullish | Bloomberg Surveillance | Healthcare stocks carry a low single-digit earnings growth bar and exhibit higher quality characteristics… |
| 2026-10-12 | Katrina DudleyPortfolio Manager, Franklin Templeton | Bullish | Bloomberg TV (uncut) | AI will drive R&D productivity and accelerate drug pipelines, making healthcare an underappreciated and… |
| 2026-10-12 | Katrina DudleyPortfolio Manager, Franklin Templeton | Bullish | Bloomberg Open Interest | Healthcare is an underappreciated AI beneficiary because AI-driven R&D productivity should significantly… |
| 2026-10-10 | Ed YardeniPresident, Yardeni Research | Bullish | Ed Yardeni (newest) | Baby boomer retirement wave — the largest and wealthiest retiring cohort ever — is directly driving a… |
| 2026-10-08 | Lindsey BellChief investment strategist, 248 Ventures | Bullish | Bloomberg The Close | Healthcare has historically shown resilience during periods of macro uncertainty and elevated volatility… |
| 2026-10-07 | Patrick ArmstrongCIO, Plurimi Wealth | Bullish | Savita Subramanian (newest) | Healthcare names trade below 10x earnings with reasonable ROEs and carry an AI optionality catalyst via R&D… |
| 2026-10-05 | Stuart KaiserHead of US equity trading strategy, Citi | Bullish | Bloomberg Open Interest | Large cap healthcare has emerged as a secondary AI growth trade alongside tech, powered by AI-enabled drug… |
| 2026-10-02 | Jesse FelderAuthor, The Felder Report | Bullish | Wealthion | Defensive sectors are showing early signs of leadership rotation as the rate hike cycle adds further pressure… |
| 2026-10-01 | Ann MilettiHead of equity investments, Allspring Global Investments | Bullish | Bloomberg The Close | Healthcare valuations sit at decade lows while AI-enabled drug discovery, diagnostics, and the shift toward… |
| 2026-09-30 | Marc PintoHead of Americas equities, Janus Henderson | Bullish | Bloomberg The Close | Healthcare innovation is an underappreciated secular driver of market returns because breakthrough… |
| 2026-09-29 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Peter H. Diamandis | AI's deepest and most economically transformative application is in healthcare (multiomics, cancer vaccines… |
| 2026-09-23 | Gargi ChaudhuriChief investment & portfolio strategist, Americas, BlackRock | Bullish | Bloomberg Surveillance | Healthcare is not disrupted by AI and has rallied 77% of the time during AI and semi selloffs, making it a… |
| 2026-09-17 | Savita SubramanianHead of US Equity Strategy, BofA | Bullish | Bloomberg The Close | Defensive sectors provide yield and protection heading into a seasonally weak period and an expected… |
| 2026-09-17 | Emily RolandCo-chief investment strategist, Manulife John Hancock Investments | Bullish | Bloomberg Open Interest | Healthcare and utilities offer defensive quality in a historic bull market facing $100 oil and 5%+ yields… |
| 2026-08-01 | Lisa ShalettCIO, Morgan Stanley Wealth Management | Bullish | Fox Barron's Roundtable (playlist) | Healthcare offers defensive earnings stability as the market transitions from momentum concentration toward… |
| 2026-07-22 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Fox Business | Convergence of AI drug discovery, AI-powered pre-symptomatic diagnostics via sequencing, and CRISPR gene… |
| 2026-06-11 | Patrick Ceresna (Macro Voices)Co-host, MacroVoices & Market Huddle | Bullish | Macro Voices | Healthcare is the most underowned sector in the S&P (shrunk from 16% to 8% weight despite aging baby boomers)… |
| 2026-05-28 | Michael BurryFounder, Scion Asset Management | Bullish | Cooper Academy | Healthcare equities are deeply out of favor relative to the AI/tech mania, making them a contrarian safe… |
| 2026-03-31 | Cathie WoodCEO & CIO, ARK Invest | Bullish | ARK Funds | The convergence of AI with sequencing technologies and CRISPR gene editing is the most underappreciated AI… |
| 2025-12-15 | Michael BurryFounder, Scion Asset Management | Bullish | Jim Willie | Healthcare is deeply out of favor relative to AI/tech names that have run up, creating a relative-value… |
| 2025-12-08 | Ed YardeniPresident, Yardeni Research | Bullish | CNBC Television | Healthcare has been left behind in valuations yet stands to benefit from significant productivity gains via… |
| 2025-07-01 | Michael OliverFounder, Momentum Structural Analysis | Bearish | Wealthion | Annual momentum in the healthcare sector broke a structure going back 15 years — a major technical signal… |
| 2025-03-13 | Paul DietrichChief investment strategist, Wedbush Securities | Bullish | Fox Claman Countdown | Healthcare is a defensive sector that holds up during recessions and business-cycle slowdowns, warranting an… |
| 2025-02-03 | Jessica RabeCo-Founder, DataTrek Research | Bullish | The Compound | Healthcare is at near-3-sigma underperformance vs S&P (27.6pp trailing), trades at 17.8x 2025 earnings vs S&P… |
| 2024-09-20 | Jee GoldmanCIO, Satara | Bullish | Bloomberg Surveillance | Healthcare offers defensive growth with 18% YoY Q2 earnings growth, providing a high-quality earnings story… |
| 2024-09-20 | Stephanie LangFounder & CEO, Armor Point Advisors (formerly CIO, Homrich Berg) | Bullish | Bloomberg Surveillance | Healthcare is cheaper than the broad market while delivering the sharpest earnings trajectory improvement… |
| 2024-09-20 | Jee GoldmanCIO, Satara | Bullish | Bloomberg Surveillance | Defensive growth characteristics with Q2 earnings up 18% YoY provide durable fundamentals in an uncertain… |
| 2024-09-20 | Stephanie LangFounder & CEO, Armor Point Advisors (formerly CIO, Homrich Berg) | Bullish | Bloomberg Surveillance | Healthcare underperformed in early 2024 earnings but is ending the year with 20%+ growth, trades cheaper than… |
| 2020-10-08 | Carly TrippMD, Invesco Real Estate; ex-global CIO, Nuveen Real Estate | Bullish | Delivering Alpha | Pandemic forced structural shift to telemedicine and decentralized healthcare delivery, creating durable… |
| 2011-09-20 | Jim ChanosShort seller — Chanos & Co (family office) | Short | Bloomberg Originals | US healthcare companies derive over half their revenues from government sources while running profit margins… |
9 new mentions of XLV this week are not on this page yet. Follow it free and new calls come to you in The Brief, the free morning email. Free pages update a week later.
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The options tape
Notable options days
Sessions in the last 120 where XLV’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 13 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are member content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
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+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
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XLV on the Wheel
XLV passed our 1-month put test (30-delta put, 30–45 days, sold at the bid, bought back at half the credit), 2017–2026.
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