Cedar Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Cedar Wealth Management’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	$504K	Buy	3,178 +531	+20%	+$79K	0.13%	60
2026 Q1	$388K	Hold	2,647	–	–	0.11%	61
2025 Q4	$410K	Hold	2,647	–	–	0.12%	59
2025 Q3	$368K	Hold	2,647	–	–	0.11%	61
2025 Q2	$357K	Hold	2,647	–	–	0.12%	58
2025 Q1	$386K	Hold	2,647	–	–	0.14%	55
2024 Q4	$364K	Sell	2,647 -1,863	-41%	-$273K	0.13%	54
2024 Q3	$695K	Sell	4,510 -430	-9%	-$65.2K	0.22%	53
2024 Q2	$720K	Sell	4,940 -5,925	-55%	-$850K	0.23%	58
2024 Q1	$1.61M	Sell	10,865 -446	-4%	-$64K	0.53%	27
2023 Q4	$1.54M	Sell	11,311 -3,733	-25%	-$486K	0.56%	28
2023 Q3	$1.94M	Buy	15,044 +1,337	+10%	+$178K	0.77%	22
2023 Q2	$1.82M	Sell	13,707 -15	-0.1%	-$1.98K	0.7%	22
2023 Q1	$1.78M	Buy	13,722 +4,389	+47%	+$573K	0.73%	21
2022 Q4	$1.27M	Buy	9,333 +9,044	+3,129%	+$1.2M	0.63%	22
2022 Q3	$35K	Hold	289	–	–	0.02%	184
2022 Q2	$37K	Hold	289	–	–	0.02%	184
2022 Q1	$40K	Hold	289	–	–	0.02%	196
2021 Q4	$41K	Hold	289	–	–	0.02%	197
2021 Q3	$37K	Hold	289	–	–	0.02%	173
2021 Q2	$36K	Buy	289 +159	+122%	+$19.5K	0.02%	184
2021 Q1	$15K	Hold	130	–	–	0.01%	198
2020 Q4	$15K	Hold	130	–	–	0.01%	187
2020 Q3	$14K	Hold	130	–	–	0.01%	178
2020 Q2	$13K	Hold	130	–	–	0.01%	178
2020 Q1	$12K	Buy	+130	New	+$12.6K	0.01%	183

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Cedar Wealth Management's XLV Position: Q2 2026 in Review

Cedar Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 20% in Q2 2026, buying an estimated $79K and bringing the position to 3,178 shares worth $504K. The position accounts for 0.13% of the portfolio, ranked #60.

Cedar Wealth Management first reported a position in XLV in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.94M in Q3 2023. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Cedar Wealth Management held 3,178 shares of State Street Health Care Select Sector SPDR ETF worth $504K as of Q2 2026.
Cedar Wealth Management bought 531 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $79K.
State Street Health Care Select Sector SPDR ETF made up 0.13% of Cedar Wealth Management's portfolio in Q2 2026, its #60 holding.
Cedar Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
Cedar Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.94M in Q3 2023.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Cedar Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.