Citizens Financial Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Citizens Financial Group’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	$2.03M	Sell	12,811 -492	-4%	-$73.2K	0.02%	301
2026 Q1	$1.95M	Sell	13,303 -378	-3%	-$58.3K	0.03%	287
2025 Q4	$2.12M	Sell	13,681 -954	-7%	-$143K	0.03%	280
2025 Q3	$2.04M	Sell	14,635 -2,862	-16%	-$387K	0.03%	281
2025 Q2	$2.36M	Buy	17,497 +721	+4%	+$97.4K	0.04%	242
2025 Q1	$2.45M	Buy	16,776 +1,440	+9%	+$209K	0.05%	214
2024 Q4	$2.11M	Buy	15,336 +1,131	+8%	+$166K	0.04%	218
2024 Q3	$2.19M	Buy	14,205 +534	+4%	+$80.9K	0.04%	211
2024 Q2	$1.99M	Buy	13,671 +11,874	+661%	+$1.7M	0.04%	203
2024 Q1	$265K	Buy	1,797 +132	+8%	+$18.9K	0.01%	355
2023 Q4	$227K	Buy	+1,665	New	+$217K	0.01%	367
2023 Q3	–	Sell	-1,940	Closed	-$257K	–	409
2023 Q2	$257K	Sell	1,940 -342	-15%	-$45.1K	0.01%	340
2023 Q1	$295K	Sell	2,282 -78	-3%	-$10.2K	0.01%	371
2022 Q4	$321K	Buy	2,360 +328	+16%	+$43.5K	0.01%	323
2022 Q3	$246K	Sell	2,032 -70	-3%	-$9.02K	0.01%	358
2022 Q2	$270K	Sell	2,102 -67	-3%	-$8.78K	0.01%	363
2022 Q1	$297K	Sell	2,169 -465	-18%	-$61.6K	0.01%	366
2021 Q4	$371K	Buy	2,634 +894	+51%	+$119K	0.01%	337
2021 Q3	$222K	Buy	+1,740	New	+$230K	0.01%	416
2021 Q2	–	Sell	-2,196	Closed	-$256K	–	366
2021 Q1	$256K	Buy	2,196 +220	+11%	+$25.4K	0.01%	268
2020 Q4	$224K	Buy	1,976 +8	+0.4%	+$873	0.01%	273
2020 Q3	$205K	Sell	1,968 -88	-4%	-$9.26K	0.01%	242
2020 Q2	$206K	Buy	2,056 +9	+0.4%	+$888	0.01%	275
2020 Q1	$181K	Buy	2,047 +103	+5%	+$10K	0.01%	273
2019 Q4	$199K	Buy	1,944 +7	+0.4%	+$673	0.01%	257
2019 Q3	$175K	Buy	1,937 +650	+51%	+$59.3K	0.01%	244
2019 Q2	$119K	Sell	1,287 -1,061	-45%	-$95.4K	0.01%	270
2019 Q1	$216K	Sell	2,348 -766	-25%	-$69.1K	0.02%	226
2018 Q4	$269K	Buy	3,114 +1,880	+152%	+$170K	0.02%	183
2018 Q3	$117K	Buy	1,234 +209	+20%	+$18.9K	0.01%	253
2018 Q2	$86K	Sell	1,025 -200	-16%	-$16.6K	0.01%	264
2018 Q1	$100K	Sell	1,225 -100	-8%	-$8.52K	0.01%	264
2017 Q4	$110K	Hold	1,325	–	–	0.01%	274
2017 Q3	$108K	Sell	1,325 -300	-18%	-$24.1K	0.01%	277
2017 Q2	$129K	Hold	1,625	–	–	0.01%	265
2017 Q1	$121K	Hold	1,625	–	–	0.01%	275
2016 Q4	$112K	Hold	1,625	–	–	0.01%	281
2016 Q3	$117K	Hold	1,625	–	–	0.01%	284
2016 Q2	$117K	Hold	1,625	–	–	0.01%	279
2016 Q1	$110K	Sell	1,625 -1,167	-42%	-$78.2K	0.01%	283
2015 Q4	$201K	Buy	+2,792	New	+$197K	0.02%	231

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

Citizens Financial Group's XLV Position: Q2 2026 in Review

Citizens Financial Group reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 3.7% in Q2 2026, selling an estimated $73.2K and leaving 12,811 shares worth $2.03M. The position accounts for 0.02% of the portfolio, ranked #301.

Citizens Financial Group first reported a position in XLV in Q4 2015 and has held it in 41 quarters since. The position peaked at $2.45M in Q1 2025. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Citizens Financial Group held 12,811 shares of State Street Health Care Select Sector SPDR ETF worth $2.03M as of Q2 2026.
Citizens Financial Group sold 492 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $73.2K.
State Street Health Care Select Sector SPDR ETF made up 0.02% of Citizens Financial Group's portfolio in Q2 2026, its #301 holding.
Citizens Financial Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2015 and has held it in 41 quarters since.
Citizens Financial Group's State Street Health Care Select Sector SPDR ETF position peaked at $2.45M in Q1 2025.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.