CF
XLV icon

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

Clarity Financial’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 		$17.5M Buy
110,053
+24,748
+29% +$3.68M 1.48% 23
2026
Q1 		$12.5M Sell
85,305
-1,483
-2% -$229K 1.36% 28
2025
Q4 		$13.4M Sell
86,788
-55,907
-39% -$8.37M 1.24% 31
2025
Q3 		$19.9M Sell
142,695
-1,022
-0.7% -$138K 1.97% 18
2025
Q2 		$19.4M Sell
143,717
-20,063
-12% -$2.71M 2.08% 20
2025
Q1 		$23.9M Buy
163,780
+29,788
+22% +$4.33M 2.75% 12
2024
Q4 		$18.4M Buy
133,992
+945
+0.7% +$138K 2.2% 15
2024
Q3 		$20.5M Buy
133,047
+4,527
+4% +$686K 2.38% 13
2024
Q2 		$18.7M Sell
128,520
-678
-0.5% -$97.3K 2.77% 11
2024
Q1 		$19.1M Buy
129,198
+43,105
+50% +$6.18M 2.89% 12
2023
Q4 		$11.7M Sell
86,093
-2,143
-2% -$279K 2.04% 18
2023
Q3 		$11.4M Sell
88,236
-218
-0.2% -$28.9K 1.91% 21
2023
Q2 		$11.7M Buy
88,454
+86,628
+4,744% +$11.4M 1.67% 16
2023
Q1 		$236K Sell
1,826
-110,871
-98% -$14.5M 0.87% 26
2022
Q4 		$15.3M Buy
112,697
+5,981
+6% +$793K 2.96% 5
2022
Q3 		$12.9M Sell
106,716
-33,624
-24% -$4.33M 3.02% 5
2022
Q2 		$18M Buy
140,340
+593
+0.4% +$77.7K 3.9% 4
2022
Q1 		$19.1M Sell
139,747
-3,497
-2% -$463K 3.87% 5
2021
Q4 		$20.2M Sell
143,244
-674
-0.5% -$89.5K 3.15% 7
2021
Q3 		$18.3M Sell
143,918
-41,596
-22% -$5.5M 2.98% 7
2021
Q2 		$23.4M Buy
185,514
+35,209
+23% +$4.32M 4.49% 6
2021
Q1 		$17.5M Buy
150,305
+3,216
+2% +$371K 3.55% 5
2020
Q4 		$16.7M Buy
+147,089
New +$16.1M 3.99% 5

Other funds holding XLV

Envestnet Asset Management
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Clarity Financial's XLV Position: Q2 2026 in Review

Clarity Financial increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 29% in Q2 2026, buying an estimated $3.68M and bringing the position to 110,053 shares worth $17.5M. The position accounts for 1.48% of the portfolio, ranked #23.

Clarity Financial first reported a position in XLV in Q4 2020 and has held it in 23 quarters since. The position peaked at $23.9M in Q1 2025. 1,135 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Clarity Financial held 110,053 shares of State Street Health Care Select Sector SPDR ETF worth $17.5M as of Q2 2026.
  • Clarity Financial bought 24,748 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $3.68M.
  • State Street Health Care Select Sector SPDR ETF made up 1.48% of Clarity Financial's portfolio in Q2 2026, its #23 holding.
  • Clarity Financial first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
  • Clarity Financial's State Street Health Care Select Sector SPDR ETF position peaked at $23.9M in Q1 2025.
  • 1,135 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.