Cladis Investment Advisory’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Cladis Investment Advisory’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	$1.24M	Buy	7,805 +345	+5%	+$51.3K	0.58%	54
2026 Q1	$1.09M	Buy	7,460 +120	+2%	+$18.5K	0.6%	53
2025 Q4	$1.14M	Buy	7,340 +875	+14%	+$131K	0.62%	52
2025 Q3	$900K	Sell	6,465 -880	-12%	-$119K	0.51%	60
2025 Q2	$990K	Sell	7,345 -100	-1%	-$13.5K	0.62%	52
2025 Q1	$1.09M	Buy	7,445 +250	+3%	+$36.3K	0.79%	41
2024 Q4	$990K	Buy	7,195 +1,485	+26%	+$217K	0.7%	49
2024 Q3	$879K	Buy	5,710 +900	+19%	+$136K	0.61%	53
2024 Q2	$701K	Buy	4,810 +200	+4%	+$28.7K	0.51%	61
2024 Q1	$681K	Buy	4,610 +625	+16%	+$89.7K	0.5%	60
2023 Q4	$543K	Buy	3,985 +1,000	+34%	+$130K	0.43%	71
2023 Q3	$384K	Buy	2,985 +415	+16%	+$55.1K	0.34%	77
2023 Q2	$341K	Buy	2,570 +820	+47%	+$108K	0.3%	87
2023 Q1	$227K	Buy	+1,750	New	+$229K	0.2%	121

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

Cladis Investment Advisory's XLV Position: Q2 2026 in Review

Cladis Investment Advisory increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 4.6% in Q2 2026, buying an estimated $51.3K and bringing the position to 7,805 shares worth $1.24M. The position accounts for 0.58% of the portfolio, ranked #54.

Cladis Investment Advisory first reported a position in XLV in Q1 2023 and has held it in 14 quarters since. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Cladis Investment Advisory held 7,805 shares of State Street Health Care Select Sector SPDR ETF worth $1.24M as of Q2 2026.
Cladis Investment Advisory bought 345 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $51.3K.
State Street Health Care Select Sector SPDR ETF made up 0.58% of Cladis Investment Advisory's portfolio in Q2 2026, its #54 holding.
Cladis Investment Advisory first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Cladis Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.