Cardiff Park Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Cardiff Park 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 Q1	$70.4K	Hold	480	–	–	0.01%	329
2025 Q4	$74.3K	Hold	480	–	–	0.01%	309
2025 Q3	$66.8K	Hold	480	–	–	0.01%	331
2025 Q2	$64.7K	Hold	480	–	–	0.01%	304
2025 Q1	$70.1K	Hold	480	–	–	0.01%	297
2024 Q4	$66K	Hold	480	–	–	0.01%	295
2024 Q3	$73.9K	Hold	480	–	–	0.01%	292
2024 Q2	$70K	Hold	480	–	–	0.01%	282
2024 Q1	$70.9K	Hold	480	–	–	0.01%	300
2023 Q4	$65.5K	Hold	480	–	–	0.01%	281
2023 Q3	$61.8K	Hold	480	–	–	0.01%	265
2023 Q2	$63.7K	Hold	480	–	–	0.01%	278
2023 Q1	$62.1K	Hold	480	–	–	0.01%	273
2022 Q4	$65.2K	Hold	480	–	–	0.01%	272
2022 Q3	$58K	Hold	480	–	–	0.01%	277
2022 Q2	$62K	Sell	480 -130	-21%	-$17K	0.01%	275
2022 Q1	$84K	Hold	610	–	–	0.01%	267
2021 Q4	$86K	Buy	+610	New	+$81K	0.01%	265

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

Cardiff Park Advisors's XLV Position: Q1 2026 in Review

Cardiff Park Advisors held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q1 2026 at 480 shares worth $70.4K. The position accounts for 0.01% of the portfolio, ranked #329.

Cardiff Park Advisors first reported a position in XLV in Q4 2021 and has held it in 18 quarters since. The position peaked at $86K in Q4 2021. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Cardiff Park Advisors held 480 shares of State Street Health Care Select Sector SPDR ETF worth $70.4K as of Q1 2026.
Cardiff Park Advisors left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Health Care Select Sector SPDR ETF made up 0.01% of Cardiff Park Advisors's portfolio in Q1 2026, its #329 holding.
Cardiff Park Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Cardiff Park Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $86K in Q4 2021.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.