CAC
XLV icon

Certified Advisory Corp’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Certified Advisory Corp’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 		$1.21M Sell
7,648
-156
-2% -$23.2K 0.1% 153
2026
Q1 		$1.14M Sell
7,804
-815
-9% -$126K 0.1% 148
2025
Q4 		$1.33M Sell
8,619
-4,473
-34% -$670K 0.12% 143
2025
Q3 		$1.82M Sell
13,092
-8,163
-38% -$1.1M 0.17% 118
2025
Q2 		$2.87M Sell
21,255
-893
-4% -$121K 0.3% 89
2025
Q1 		$3.23M Sell
22,148
-378
-2% -$54.9K 0.37% 75
2024
Q4 		$3.1M Buy
22,526
+219
+1% +$32K 0.34% 85
2024
Q3 		$3.44M Buy
22,307
+68
+0.3% +$10.3K 0.38% 74
2024
Q2 		$3.24M Sell
22,239
-200
-0.9% -$28.7K 0.41% 73
2024
Q1 		$3.31M Buy
22,439
+212
+1% +$30.4K 0.46% 66
2023
Q4 		$3.03M Sell
22,227
-305
-1% -$39.7K 0.46% 69
2023
Q3 		$2.9M Buy
22,532
+262
+1% +$34.8K 0.53% 63
2023
Q2 		$2.96M Sell
22,270
-187
-0.8% -$24.7K 0.54% 58
2023
Q1 		$2.91M Buy
22,457
+46
+0.2% +$6.01K 0.52% 57
2022
Q4 		$3.04M Sell
22,411
-276
-1% -$36.6K 0.6% 45
2022
Q3 		$2.75M Sell
22,687
-145
-0.6% -$18.7K 0.63% 41
2022
Q2 		$2.93M Buy
22,832
+36
+0.2% +$4.72K 0.65% 40
2022
Q1 		$3.12M Sell
22,796
-83
-0.4% -$11K 0.66% 43
2021
Q4 		$3.22M Buy
22,879
+564
+3% +$74.9K 0.71% 42
2021
Q3 		$2.84M Buy
22,315
+1,063
+5% +$140K 0.69% 40
2021
Q2 		$2.68M Buy
21,252
+131
+0.6% +$16.1K 0.67% 42
2021
Q1 		$2.47M Buy
+21,121
New +$2.44M 0.64% 43
2020
Q2 		$1.75M Buy
17,477
+4,360
+33% +$430K 0.58% 44
2020
Q1 		$1.16M Buy
13,117
+2,081
+19% +$202K 0.46% 50
2019
Q4 		$1.12M Buy
11,036
+250
+2% +$24K 0.36% 68
2019
Q3 		$972K Buy
10,786
+108
+1% +$9.86K 0.34% 73
2019
Q2 		$989K Sell
10,678
-100
-0.9% -$8.99K 0.37% 67
2019
Q1 		$989K Buy
10,778
+233
+2% +$21K 0.42% 62
2018
Q4 		$912K Buy
10,545
+283
+3% +$25.6K 0.47% 56
2018
Q3 		$976K Buy
10,262
+476
+5% +$43K 0.45% 59
2018
Q2 		$817K Buy
9,786
+384
+4% +$31.8K 0.45% 60
2018
Q1 		$765K Buy
9,402
+6,998
+291% +$596K 0.45% 59
2017
Q4 		$198K Buy
+2,404
New +$198K 0.14% 111

Other funds holding XLV

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Certified Advisory Corp's XLV Position: Q2 2026 in Review

Certified Advisory Corp reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2% in Q2 2026, selling an estimated $23.2K and leaving 7,648 shares worth $1.21M. The position accounts for 0.1% of the portfolio, ranked #153.

Certified Advisory Corp first reported a position in XLV in Q4 2017 and has held it in 33 quarters since. The position peaked at $3.44M in Q3 2024. 652 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Certified Advisory Corp held 7,648 shares of State Street Health Care Select Sector SPDR ETF worth $1.21M as of Q2 2026.
  • Certified Advisory Corp sold 156 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $23.2K.
  • State Street Health Care Select Sector SPDR ETF made up 0.1% of Certified Advisory Corp's portfolio in Q2 2026, its #153 holding.
  • Certified Advisory Corp first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2017 and has held it in 33 quarters since.
  • Certified Advisory Corp's State Street Health Care Select Sector SPDR ETF position peaked at $3.44M in Q3 2024.
  • 652 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.