Clare Market Investments’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Clare Market Investments’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	$1.1M	Buy	6,938 +3,572	+106%	+$531K	0.2%	68
2026 Q1	$494K	Buy	+3,366	New	+$519K	0.1%	116
2025 Q3	$422K	Sell	3,033 -654	-18%	-$88.5K	0.08%	113
2025 Q2	$497K	Sell	3,687 -1,848	-33%	-$250K	0.11%	94
2025 Q1	$808K	Buy	5,535 +441	+9%	+$64.1K	0.21%	62
2024 Q4	$701K	Buy	5,094 +14	+0.3%	+$2.05K	0.17%	73
2024 Q3	$782K	Sell	5,080 -886	-15%	-$134K	0.21%	64
2024 Q2	$870K	Buy	5,966 +887	+17%	+$127K	0.24%	49
2024 Q1	$750K	Buy	5,079 +375	+8%	+$53.8K	0.23%	60
2023 Q4	$642K	Sell	4,704 -372	-7%	-$48.4K	0.22%	61
2023 Q3	$653K	Sell	5,076 -138	-3%	-$18.3K	0.26%	54
2023 Q2	$692K	Sell	5,214 -988	-16%	-$130K	0.26%	56
2023 Q1	$803K	Buy	6,202 +465	+8%	+$60.7K	0.34%	37
2022 Q4	$779K	Buy	5,737 +520	+10%	+$68.9K	0.37%	42
2022 Q3	$632K	Sell	5,217 -311	-6%	-$40.1K	0.27%	53
2022 Q2	$709K	Sell	5,528 -598	-10%	-$78.4K	0.31%	43
2022 Q1	$839K	Buy	6,126 +4,003	+189%	+$530K	0.27%	53
2021 Q4	$299K	Buy	2,123 +231	+12%	+$30.7K	0.08%	115
2021 Q3	$241K	Buy	+1,892	New	+$250K	0.07%	122
2021 Q2	–	Sell	-1,785	Closed	-$208K	–	156
2021 Q1	$208K	Sell	1,785 -398	-18%	-$45.9K	0.08%	120
2020 Q4	$248K	Sell	2,183 -192	-8%	-$21K	0.1%	99
2020 Q3	$251K	Buy	+2,375	New	+$250K	0.12%	93
2020 Q2	–	Sell	-2,279	Closed	-$202K	–	101
2020 Q1	$202K	Sell	2,279 -3,764	-62%	-$366K	0.17%	75
2019 Q4	$616K	Buy	+6,043	New	+$581K	0.45%	46

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

Clare Market Investments's XLV Position: Q2 2026 in Review

Clare Market Investments increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 106% in Q2 2026, buying an estimated $531K and bringing the position to 6,938 shares worth $1.1M. The position accounts for 0.2% of the portfolio, ranked #68.

Clare Market Investments first reported a position in XLV in Q4 2019 and has held it in 24 quarters since. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Clare Market Investments held 6,938 shares of State Street Health Care Select Sector SPDR ETF worth $1.1M as of Q2 2026.
Clare Market Investments bought 3,572 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $531K.
State Street Health Care Select Sector SPDR ETF made up 0.2% of Clare Market Investments's portfolio in Q2 2026, its #68 holding.
Clare Market Investments first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 24 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 Clare Market Investments's 13F filing for Q2 2026, filed 27 Jul 2026.