Certuity’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Certuity’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	$4.91M	Buy	33,504 +6,953	+26%	+$1.07M	0.32%	51
2025 Q4	$4.11M	Sell	26,551 -3,178	-11%	-$476K	0.26%	56
2025 Q3	$4.14M	Sell	29,729 -138	-0.5%	-$18.7K	0.28%	56
2025 Q2	$4.03M	Buy	29,867 +4,100	+16%	+$554K	0.38%	48
2025 Q1	$3.76M	Buy	25,767 +226	+0.9%	+$32.8K	0.39%	49
2024 Q4	$3.51M	Buy	25,541 +3,092	+14%	+$452K	0.38%	52
2024 Q3	$3.46M	Sell	22,449 -2,570	-10%	-$390K	0.37%	52
2024 Q2	$3.65M	Buy	25,019 +861	+4%	+$124K	0.29%	47
2024 Q1	$3.57M	Buy	24,158 +456	+2%	+$65.4K	0.31%	48
2023 Q4	$3.23M	Buy	23,702 +973	+4%	+$127K	0.33%	51
2023 Q3	$2.93M	Buy	22,729 +1,826	+9%	+$242K	0.34%	48
2023 Q2	$2.77M	Sell	20,903 -787	-4%	-$104K	0.32%	48
2023 Q1	$2.81M	Buy	21,690 +20	+0.1%	+$2.61K	0.41%	36
2022 Q4	$2.94M	Buy	21,670 +70	+0.3%	+$9.28K	0.47%	33
2022 Q3	$2.62M	Buy	21,600 +1,545	+8%	+$199K	0.61%	23
2022 Q2	$2.57M	Sell	20,055 -246	-1%	-$32.2K	0.67%	26
2022 Q1	$2.78M	Buy	20,301 +49	+0.2%	+$6.49K	0.6%	35
2021 Q4	$2.85M	Sell	20,252 -202	-1%	-$26.8K	0.61%	31
2021 Q3	$2.6M	Buy	20,454 +51	+0.2%	+$6.74K	0.52%	33
2021 Q2	$2.57M	Buy	20,403 +160	+0.8%	+$19.6K	0.59%	31
2021 Q1	$2.36M	Buy	20,243 +935	+5%	+$108K	0.63%	30
2020 Q4	$2.19M	Buy	19,308 +29	+0.2%	+$3.17K	0.7%	26
2020 Q3	$2.03M	Buy	19,279 +49	+0.3%	+$5.16K	0.8%	25
2020 Q2	$1.92M	Sell	19,230 -1,205	-6%	-$119K	0.9%	24
2020 Q1	$1.81M	Buy	20,435 +4,566	+29%	+$444K	1.01%	18
2019 Q4	$1.62M	Buy	+15,869	New	+$1.53M	0.77%	18

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

Certuity's XLV Position: Q1 2026 in Review

Certuity increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 26% in Q1 2026, buying an estimated $1.07M and bringing the position to 33,504 shares worth $4.91M. The position accounts for 0.32% of the portfolio, ranked #51.

Certuity first reported a position in XLV in Q4 2019 and has held it in 26 quarters since. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Certuity held 33,504 shares of State Street Health Care Select Sector SPDR ETF worth $4.91M as of Q1 2026.
Certuity bought 6,953 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $1.07M.
State Street Health Care Select Sector SPDR ETF made up 0.32% of Certuity's portfolio in Q1 2026, its #51 holding.
Certuity first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Certuity's 13F filing for Q1 2026, filed 11 May 2026.