Cambridge Investment Research Advisors
XLV icon

Cambridge Investment Research Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Cambridge Investment Research Advisors’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 		$46.9M Sell
295,654
-22,145
-7% -$3.29M 0.11% 181
2026
Q1 		$46.6M Buy
317,799
+21,975
+7% +$3.39M 0.12% 162
2025
Q4 		$45.8M Buy
295,824
+23,850
+9% +$3.57M 0.12% 160
2025
Q3 		$37.9M Sell
271,974
-13,207
-5% -$1.79M 0.1% 183
2025
Q2 		$38.4M Sell
285,181
-97,866
-26% -$13.2M 0.12% 164
2025
Q1 		$55.9M Buy
383,047
+40,383
+12% +$5.87M 0.19% 99
2024
Q4 		$47.1M Sell
342,664
-36,842
-10% -$5.39M 0.16% 116
2024
Q3 		$58.5M Buy
379,506
+1,446
+0.4% +$219K 0.2% 91
2024
Q2 		$55.1M Sell
378,060
-14,368
-4% -$2.06M 0.2% 88
2024
Q1 		$58M Buy
392,428
+21,038
+6% +$3.02M 0.22% 80
2023
Q4 		$50.6M Sell
371,390
-22,617
-6% -$2.94M 0.22% 84
2023
Q3 		$50.7M Sell
394,007
-31,005
-7% -$4.12M 0.24% 75
2023
Q2 		$56.4M Buy
425,012
+34,922
+9% +$4.6M 0.26% 66
2023
Q1 		$50.5M Buy
390,090
+4,610
+1% +$602K 0.25% 74
2022
Q4 		$52.4M Buy
385,480
+115,267
+43% +$15.3M 0.27% 70
2022
Q3 		$32.7M Sell
270,213
-72,087
-21% -$9.29M 0.18% 99
2022
Q2 		$43.9M Buy
342,300
+65,221
+24% +$8.55M 0.24% 80
2022
Q1 		$38M Buy
277,079
+3,917
+1% +$519K 0.17% 105
2021
Q4 		$38.5M Sell
273,162
-38,148
-12% -$5.07M 0.17% 112
2021
Q3 		$39.6M Buy
311,310
+123,454
+66% +$16.3M 0.2% 91
2021
Q2 		$23.7M Buy
187,856
+9,822
+6% +$1.2M 0.11% 184
2021
Q1 		$20.8M Sell
178,034
-10,254
-5% -$1.18M 0.11% 188
2020
Q4 		$21.4M Sell
188,288
-25,999
-12% -$2.84M 0.12% 166
2020
Q3 		$22.6M Sell
214,287
-35,191
-14% -$3.7M 0.15% 143
2020
Q2 		$25M Buy
249,478
+66,647
+36% +$6.58M 0.19% 111
2020
Q1 		$16.2M Sell
182,831
-111,559
-38% -$10.8M 0.16% 140
2019
Q4 		$30M Buy
294,390
+117,498
+66% +$11.3M 0.23% 94
2019
Q3 		$15.9M Sell
176,892
-13,473
-7% -$1.23M 0.14% 156
2019
Q2 		$17.6M Sell
190,365
-64,601
-25% -$5.81M 0.16% 135
2019
Q1 		$23.4M Buy
254,966
+19,402
+8% +$1.75M 0.22% 90
2018
Q4 		$20.4M Buy
235,564
+54,056
+30% +$4.89M 0.23% 97
2018
Q3 		$17.3M Buy
181,508
+17,757
+11% +$1.6M 0.16% 134
2018
Q2 		$13.7M Buy
163,751
+3,488
+2% +$289K 0.14% 143
2018
Q1 		$13M Buy
160,263
+7,518
+5% +$640K 0.15% 138
2017
Q4 		$12.6M Sell
152,745
-11,047
-7% -$911K 0.15% 141
2017
Q3 		$13.4M Buy
163,792
+695
+0.4% +$55.8K 0.18% 117
2017
Q2 		$12.9M Buy
163,097
+10,288
+7% +$784K 0.19% 105
2017
Q1 		$11.4M Sell
152,809
-4,240
-3% -$309K 0.19% 104
2016
Q4 		$10.8M Sell
157,049
-115,750
-42% -$8.04M 0.2% 101
2016
Q3 		$19.7M Sell
272,799
-7,363
-3% -$542K 0.37% 55
2016
Q2 		$20.1M Buy
280,162
+128,385
+85% +$9.05M 0.43% 50
2016
Q1 		$10.3M Sell
151,777
-27,849
-16% -$1.87M 0.23% 82
2015
Q4 		$12.9M Buy
179,626
+18,507
+11% +$1.31M 0.31% 64
2015
Q3 		$10.7M Sell
161,119
-59,797
-27% -$4.37M 0.31% 66
2015
Q2 		$16.4M Sell
220,916
-2,338
-1% -$173K 0.45% 42
2015
Q1 		$16.2M Buy
223,254
+64,218
+40% +$4.58M 0.46% 44
2014
Q4 		$10.9M Sell
159,036
-107,667
-40% -$7.21M 0.34% 59
2014
Q3 		$17M Buy
266,703
+178,730
+203% +$11.2M 0.5% 39
2014
Q2 		$5.35M Sell
87,973
-226,470
-72% -$13.3M 0.19% 113
2014
Q1 		$18.4M Buy
314,443
+31,236
+11% +$1.8M 0.7% 27
2013
Q4 		$15.7M Sell
283,207
-4,030
-1% -$216K 0.64% 29
2013
Q3 		$14.5M Buy
287,237
+236,845
+470% +$11.9M 0.64% 32
2013
Q2 		$2.4M Buy
+50,392
New +$2.41M 0.12% 165

Other funds holding XLV

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Cambridge Investment Research Advisors's XLV Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 7% in Q2 2026, selling an estimated $3.29M and leaving 295,654 shares worth $46.9M. The position accounts for 0.11% of the portfolio, ranked #181.

Cambridge Investment Research Advisors first reported a position in XLV in Q2 2013 and has held it in 53 quarters since. The position peaked at $58.5M in Q3 2024. 837 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Cambridge Investment Research Advisors held 295,654 shares of State Street Health Care Select Sector SPDR ETF worth $46.9M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 22,145 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $3.29M.
  • State Street Health Care Select Sector SPDR ETF made up 0.11% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #181 holding.
  • Cambridge Investment Research Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
  • Cambridge Investment Research Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $58.5M in Q3 2024.
  • 837 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.