Cary Street Partners Investment Advisory’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.82M Buy
17,764
+26
+0.1% +$3.87K 0.57% 44
2026
Q1
$2.6M Buy
17,738
+88
+0.5% +$13.6K 0.66% 35
2025
Q4
$2.73M Buy
17,650
+17,019
+2,697% +$2.55M 0.74% 29
2025
Q3
$87.8K Sell
631
-432
-41% -$58.5K 0.04% 382
2025
Q2
$143K Sell
1,063
-759
-42% -$102K 0.07% 285
2025
Q1
$266K Buy
1,822
+739
+68% +$107K 0.15% 167
2024
Q4
$149K Sell
1,083
-25,866
-96% -$3.79M 0.1% 225
2024
Q3
$4.15M Sell
26,949
-1,289
-5% -$195K 0.15% 153
2024
Q2
$4.12M Sell
28,238
-1,227
-4% -$176K 0.17% 145
2024
Q1
$4.35M Buy
29,465
+3,198
+12% +$459K 0.18% 141
2023
Q4
$3.58M Sell
26,267
-644
-2% -$83.8K 0.17% 159
2023
Q3
$3.46M Buy
26,911
+4,647
+21% +$617K 0.19% 151
2023
Q2
$2.96M Buy
22,264
+19,498
+705% +$2.57M 0.19% 142
2023
Q1
$358K Buy
2,766
+33
+1% +$4.31K 0.03% 383
2022
Q4
$371K Buy
2,733
+785
+40% +$104K 0.03% 373
2022
Q3
$236K Buy
1,948
+253
+15% +$32.6K 0.02% 421
2022
Q2
$217K Buy
+1,695
New +$222K 0.02% 407
2021
Q4
Sell
-2,082
Closed -$265K 265
2021
Q3
$265K Buy
2,082
+103
+5% +$13.6K 0.09% 204
2021
Q2
$249K Buy
1,979
+103
+5% +$12.6K 0.08% 206
2021
Q1
$219K Sell
1,876
-18
-1% -$2.08K 0.09% 194
2020
Q4
$215K Buy
1,894
+199
+12% +$21.7K 0.04% 320
2020
Q3
$179K Buy
+1,695
New +$178K 0.04% 276

Other funds holding XLV

Cary Street Partners Investment Advisory's XLV Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.15% in Q2 2026, buying an estimated $3.87K and bringing the position to 17,764 shares worth $2.82M. The position accounts for 0.57% of the portfolio, ranked #44.

Cary Street Partners Investment Advisory first reported a position in XLV in Q3 2020 and has held it in 22 quarters since. The position peaked at $4.35M in Q1 2024. 1,392 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Cary Street Partners Investment Advisory held 17,764 shares of State Street Health Care Select Sector SPDR ETF worth $2.82M as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 26 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $3.87K.
  • State Street Health Care Select Sector SPDR ETF made up 0.57% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #44 holding.
  • Cary Street Partners Investment Advisory first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2020 and has held it in 22 quarters since.
  • Cary Street Partners Investment Advisory's State Street Health Care Select Sector SPDR ETF position peaked at $4.35M in Q1 2024.
  • 1,392 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.