Cetera Investment Advisers’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Cetera Investment Advisers’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	$127M	Sell	867,939 -66,930	-7%	-$10.3M	0.14%	138
2025 Q4	$145M	Buy	934,869 +96,353	+11%	+$14.4M	0.16%	111
2025 Q3	$117M	Sell	838,516 -91,236	-10%	-$12.3M	0.14%	132
2025 Q2	$125M	Sell	929,752 -15,842	-2%	-$2.14M	0.21%	92
2025 Q1	$138M	Buy	945,594 +103,786	+12%	+$15.1M	0.27%	72
2024 Q4	$116M	Sell	841,808 -46,285	-5%	-$6.77M	0.24%	78
2024 Q3	$137M	Sell	888,093 -7,927	-0.9%	-$1.2M	0.3%	64
2024 Q2	$131M	Sell	896,020 -1,196	-0.1%	-$172K	0.3%	61
2024 Q1	$133M	Buy	897,216 +653,690	+268%	+$93.8M	0.31%	59
2023 Q4	$33.2M	Buy	243,526 +15,279	+7%	+$1.99M	0.27%	70
2023 Q3	$29.4M	Sell	228,247 -10,158	-4%	-$1.35M	0.25%	72
2023 Q2	$31.6M	Buy	238,405 +11,748	+5%	+$1.55M	0.27%	62
2023 Q1	$29.3M	Sell	226,657 -25,886	-10%	-$3.38M	0.26%	71
2022 Q4	$34.3M	Buy	252,543 +120,873	+92%	+$16M	0.32%	53
2022 Q3	$15.9M	Sell	131,670 -7,501	-5%	-$966K	0.32%	64
2022 Q2	$17.8M	Buy	139,171 +23,863	+21%	+$3.13M	0.28%	70
2022 Q1	$15.8M	Buy	115,308 +31,525	+38%	+$4.17M	0.23%	92
2021 Q4	$11.8M	Sell	83,783 -8,919	-10%	-$1.18M	0.17%	133
2021 Q3	$11.8M	Buy	92,702 +20,108	+28%	+$2.66M	0.19%	120
2021 Q2	$9.14M	Buy	72,594 +13,178	+22%	+$1.62M	0.15%	156
2021 Q1	$6.94M	Sell	59,416 -3,152	-5%	-$364K	0.14%	168
2020 Q4	$7.1M	Buy	62,568 +34,352	+122%	+$3.75M	0.14%	161
2020 Q3	$2.98M	Sell	28,216 -286	-1%	-$30.1K	0.24%	103
2020 Q2	$2.85M	Buy	28,502 +3,292	+13%	+$325K	0.26%	101
2020 Q1	$2.23M	Buy	25,210 +514	+2%	+$49.9K	0.27%	98
2019 Q4	$2.51M	Buy	24,696 +153	+0.6%	+$14.7K	0.25%	106
2019 Q3	$2.21M	Buy	24,543 +54	+0.2%	+$4.93K	0.27%	100
2019 Q2	$2.27M	Sell	24,489 -4,544	-16%	-$409K	0.29%	90
2019 Q1	$2.65M	Buy	29,033 +4,475	+18%	+$403K	0.37%	73
2018 Q4	$2.13M	Buy	24,558 +4,817	+24%	+$436K	0.35%	83
2018 Q3	$1.88M	Buy	19,741 +3,262	+20%	+$295K	0.27%	95
2018 Q2	$1.38M	Sell	16,479 -435	-3%	-$36.1K	0.24%	110
2018 Q1	$1.37M	Buy	16,914 +405	+2%	+$34.5K	0.26%	105
2017 Q4	$1.36M	Buy	16,509 +2,337	+16%	+$193K	0.25%	109
2017 Q3	$1.16M	Sell	14,172 -795	-5%	-$63.8K	0.26%	101
2017 Q2	$1.18M	Buy	14,967 +888	+6%	+$67.7K	0.29%	95
2017 Q1	$1.05M	Buy	14,079 +1,737	+14%	+$127K	0.29%	98
2016 Q4	$849K	Buy	12,342 +1,602	+15%	+$111K	0.28%	97
2016 Q3	$773K	Sell	10,740 -662	-6%	-$48.7K	0.33%	84
2016 Q2	$820K	Buy	11,402 +2,031	+22%	+$143K	0.32%	97
2016 Q1	$633K	Buy	9,371 +360	+4%	+$24.1K	0.27%	109
2015 Q4	$649K	Buy	+9,011	New	+$637K	0.3%	103

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

Cetera Investment Advisers's XLV Position: Q1 2026 in Review

Cetera Investment Advisers reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 7.2% in Q1 2026, selling an estimated $10.3M and leaving 867,939 shares worth $127M. The position accounts for 0.14% of the portfolio, ranked #138.

Cetera Investment Advisers first reported a position in XLV in Q4 2015 and has held it in 42 quarters since. The position peaked at $145M in Q4 2025. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Cetera Investment Advisers held 867,939 shares of State Street Health Care Select Sector SPDR ETF worth $127M as of Q1 2026.
Cetera Investment Advisers sold 66,930 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $10.3M.
State Street Health Care Select Sector SPDR ETF made up 0.14% of Cetera Investment Advisers's portfolio in Q1 2026, its #138 holding.
Cetera Investment Advisers first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2015 and has held it in 42 quarters since.
Cetera Investment Advisers's State Street Health Care Select Sector SPDR ETF position peaked at $145M in Q4 2025.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.