Cedar Mountain Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Cedar Mountain 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 Q3	$6.9K	Sell	41 -229	-85%	-$38.2K	﹤0.01%	562
2026 Q2	$42.8K	Sell	270 -108	-29%	-$16.1K	0.01%	198
2026 Q1	$55.4K	Hold	378	–	–	0.01%	138
2025 Q4	$58.5K	Hold	378	–	–	0.01%	105
2025 Q3	$52.6K	Hold	378	–	–	0.01%	112
2025 Q2	$51K	Hold	378	–	–	0.01%	96
2025 Q1	$55.2K	Sell	378 -46	-11%	-$6.68K	0.01%	89
2024 Q4	$58.3K	Buy	424 +46	+12%	+$6.73K	0.01%	78
2024 Q3	$58.2K	Hold	378	–	–	0.01%	75
2024 Q2	$55.1K	Hold	378	–	–	0.01%	67
2024 Q1	$55.8K	Hold	378	–	–	0.01%	68
2023 Q4	$51.6K	Hold	378	–	–	0.01%	70
2023 Q3	$48.7K	Hold	378	–	–	0.01%	69
2023 Q2	$50.2K	Hold	378	–	–	0.01%	73
2023 Q1	$48.9K	Hold	378	–	–	0.01%	75
2022 Q4	$51.4K	Hold	378	–	–	0.02%	69
2022 Q3	$46K	Hold	378	–	–	0.02%	71
2022 Q2	$48K	Hold	378	–	–	0.02%	73
2022 Q1	$52K	Hold	378	–	–	0.02%	76
2021 Q4	$53K	Hold	378	–	–	0.02%	72
2021 Q3	$48K	Hold	378	–	–	0.02%	71
2021 Q2	$48K	Hold	378	–	–	0.02%	75
2021 Q1	$44K	Hold	378	–	–	0.01%	77
2020 Q4	$43K	Sell	378 -120	-24%	-$13.1K	0.02%	76
2020 Q3	$53K	Buy	498 +337	+209%	+$35.5K	0.02%	61
2020 Q2	$16K	Hold	161	–	–	0.01%	119
2020 Q1	$14K	Hold	161	–	–	0.01%	109
2019 Q4	$16K	Buy	+161	New	+$15.5K	0.01%	120

Other funds holding XLV

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cedar Mountain Advisors's XLV Position: Q3 2026 in Review

Cedar Mountain Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 85% in Q3 2026, selling an estimated $38.2K and leaving 41 shares worth $6.9K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

Cedar Mountain Advisors first reported a position in XLV in Q4 2019 and has held it in 28 quarters since. The position peaked at $58.5K in Q4 2025. 1,732 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

Cedar Mountain Advisors held 41 shares of State Street Health Care Select Sector SPDR ETF worth $6.9K as of Q3 2026.
Cedar Mountain Advisors sold 229 State Street Health Care Select Sector SPDR ETF shares in Q3 2026, an estimated $38.2K.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #562 holding.
Cedar Mountain Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 28 quarters since.
Cedar Mountain Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $58.5K in Q4 2025.
1,732 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.