CFG
XLV icon

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

Clayton 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 		– Sell
-1,037
Closed -$152K – 584
2026
Q1 		$152K Sell
1,037
-10
-1% -$1.54K 0.08% 87
2025
Q4 		$162K Buy
1,047
+747
+249% +$112K 0.08% 82
2025
Q3 		$41.8K Buy
+300
New +$40.6K 0.03% 101

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
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

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

Clayton Financial Group sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026, closing a stake of 1,037 shares — an estimated $152K sold.

Clayton Financial Group first reported a position in XLV in Q3 2025 and held it in 3 quarters. The position peaked at $162K in Q4 2025. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Clayton Financial Group reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 1,037 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $152K.
  • Clayton Financial Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2025 and held it in 3 quarters.
  • Clayton Financial Group's State Street Health Care Select Sector SPDR ETF position peaked at $162K in Q4 2025.
  • 1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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