Cannell & Spears’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Cannell & Spears’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 Q1	$533K	Buy	3,633 +588	+19%	+$90.7K	0.01%	294
2025 Q4	$471K	Hold	3,045	–	–	0.01%	298
2025 Q3	$424K	Buy	3,045 +62	+2%	+$8.39K	0.01%	301
2025 Q2	$402K	Hold	2,983	–	–	0.01%	304
2025 Q1	$436K	Hold	2,983	–	–	0.01%	291
2024 Q4	$410K	Hold	2,983	–	–	0.01%	303
2024 Q3	$459K	Hold	2,983	–	–	0.01%	305
2024 Q2	$435K	Hold	2,983	–	–	0.01%	276
2024 Q1	$441K	Hold	2,983	–	–	0.01%	288
2023 Q4	$407K	Hold	2,983	–	–	0.03%	149
2023 Q3	$384K	Hold	2,983	–	–	0.03%	147
2023 Q2	$396K	Sell	2,983 -785	-21%	-$103K	0.03%	157
2023 Q1	$488K	Hold	3,768	–	–	0.04%	143
2022 Q4	$512K	Hold	3,768	–	–	0.05%	131
2022 Q3	$456K	Hold	3,768	–	–	0.05%	126
2022 Q2	$483K	Hold	3,768	–	–	0.04%	132
2022 Q1	$516K	Hold	3,768	–	–	0.04%	145
2021 Q4	$531K	Buy	3,768 +784	+26%	+$104K	0.04%	143
2021 Q3	$380K	Sell	2,984 -490	-14%	-$64.8K	0.03%	166
2021 Q2	$438K	Hold	3,474	–	–	0.03%	157
2021 Q1	$406K	Hold	3,474	–	–	0.03%	153
2020 Q4	$394K	Hold	3,474	–	–	0.03%	153
2020 Q3	$366K	Hold	3,474	–	–	0.03%	151
2020 Q2	$348K	Hold	3,474	–	–	0.04%	149
2020 Q1	$308K	Sell	3,474 -3,116	-47%	-$303K	0.04%	146
2019 Q4	$671K	Hold	6,590	–	–	0.07%	88
2019 Q3	$594K	Hold	6,590	–	–	0.07%	86
2019 Q2	$610K	Hold	6,590	–	–	0.07%	87
2019 Q1	$605K	Hold	6,590	–	–	0.08%	89
2018 Q4	$570K	Hold	6,590	–	–	0.08%	86
2018 Q3	$627K	Hold	6,590	–	–	0.07%	88
2018 Q2	$550K	Hold	6,590	–	–	0.07%	92
2018 Q1	$536K	Hold	6,590	–	–	0.07%	94
2017 Q4	$545K	Hold	6,590	–	–	0.07%	97
2017 Q3	$539K	Buy	6,590 +1,745	+36%	+$140K	0.06%	87
2017 Q2	$384K	Hold	4,845	–	–	0.05%	102
2017 Q1	$360K	Sell	4,845 -1,135	-19%	-$82.7K	0.05%	95
2016 Q4	$412K	Sell	5,980 -415	-6%	-$28.8K	0.05%	91
2016 Q3	$461K	Sell	6,395 -4,835	-43%	-$356K	0.06%	83
2016 Q2	$805K	Hold	11,230	–	–	0.1%	59
2016 Q1	$761K	Sell	11,230 -3,180	-22%	-$213K	0.09%	64
2015 Q4	$1.04M	Sell	14,410 -8,680	-38%	-$613K	0.12%	56
2015 Q3	$1.53M	Hold	23,090	–	–	0.17%	50
2015 Q2	$1.72M	Sell	23,090 -11,365	-33%	-$842K	0.19%	51
2015 Q1	$2.5M	Buy	34,455 +765	+2%	+$54.6K	0.3%	37
2014 Q4	$2.3M	Sell	33,690 -5,990	-15%	-$401K	0.26%	43
2014 Q3	$2.54M	Buy	39,680 +8,657	+28%	+$542K	0.3%	38
2014 Q2	$1.89M	Buy	+31,023	New	+$1.82M	0.22%	43

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Cannell & Spears's XLV Position: Q1 2026 in Review

Cannell & Spears increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 19% in Q1 2026, buying an estimated $90.7K and bringing the position to 3,633 shares worth $533K. The position accounts for 0.01% of the portfolio, ranked #294.

Cannell & Spears first reported a position in XLV in Q2 2014 and has held it in 48 quarters since. The position peaked at $2.54M in Q3 2014. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Cannell & Spears held 3,633 shares of State Street Health Care Select Sector SPDR ETF worth $533K as of Q1 2026.
Cannell & Spears bought 588 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $90.7K.
State Street Health Care Select Sector SPDR ETF made up 0.01% of Cannell & Spears's portfolio in Q1 2026, its #294 holding.
Cannell & Spears first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2014 and has held it in 48 quarters since.
Cannell & Spears's State Street Health Care Select Sector SPDR ETF position peaked at $2.54M in Q3 2014.
1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Cannell & Spears's 13F filing for Q1 2026, filed 14 May 2026.