Clear Creek Financial Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Clear Creek Financial Management’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 Q1	$1.11M	Buy	7,542 +48	+0.6%	+$7.4K	0.08%	242
2025 Q4	$1.16M	Sell	7,494 -6,146	-45%	-$920K	0.09%	208
2025 Q3	$1.9M	Sell	13,640 -3,166	-19%	-$428K	0.16%	132
2025 Q2	$2.27M	Buy	16,806 +362	+2%	+$48.9K	0.22%	109
2025 Q1	$2.4M	Sell	16,444 -1,721	-9%	-$250K	0.25%	89
2024 Q4	$2.5M	Sell	18,165 -773	-4%	-$113K	0.27%	81
2024 Q3	$2.92M	Sell	18,938 -2,057	-10%	-$312K	0.33%	66
2024 Q2	$3.05M	Sell	20,995 -1,197	-5%	-$172K	0.37%	60
2024 Q1	$3.27M	Buy	22,192 +826	+4%	+$118K	0.42%	52
2023 Q4	$2.91M	Sell	21,366 -303	-1%	-$39.4K	0.46%	47
2023 Q3	$2.79M	Sell	21,669 -753	-3%	-$100K	0.49%	48
2023 Q2	$2.98M	Sell	22,422 -690	-3%	-$91K	0.52%	45
2023 Q1	$2.99M	Sell	23,112 -1,193	-5%	-$156K	0.57%	40
2022 Q4	$3.3M	Sell	24,305 -410	-2%	-$54.3K	0.73%	34
2022 Q3	$2.99M	Sell	24,715 -1,247	-5%	-$161K	0.66%	33
2022 Q2	$3.33M	Sell	25,962 -1,051	-4%	-$138K	0.7%	32
2022 Q1	$3.7M	Buy	27,013 +15,622	+137%	+$2.07M	0.58%	42
2021 Q4	$1.6M	Sell	11,391 -930	-8%	-$123K	0.24%	96
2021 Q3	$1.57M	Buy	12,321 +822	+7%	+$109K	0.25%	103
2021 Q2	$1.45M	Buy	+11,499	New	+$1.41M	0.22%	104
2021 Q1	–	Sell	-11,381	Closed	-$1.29M	–	277
2020 Q4	$1.29M	Buy	+11,381	New	+$1.24M	0.25%	89
2020 Q3	–	Sell	-11,780	Closed	-$1.18M	–	270
2020 Q2	$1.18M	Buy	11,780 +1,296	+12%	+$128K	0.31%	54
2020 Q1	$1.04M	Buy	+10,484	New	+$1.02M	0.4%	37

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Clear Creek Financial Management's XLV Position: Q1 2026 in Review

Clear Creek Financial Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.64% in Q1 2026, buying an estimated $7.4K and bringing the position to 7,542 shares worth $1.11M. The position accounts for 0.08% of the portfolio, ranked #242.

Clear Creek Financial Management first reported a position in XLV in Q1 2020 and has held it in 23 quarters since. The position peaked at $3.7M in Q1 2022. 1,805 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Clear Creek Financial Management held 7,542 shares of State Street Health Care Select Sector SPDR ETF worth $1.11M as of Q1 2026.
Clear Creek Financial Management bought 48 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $7.4K.
State Street Health Care Select Sector SPDR ETF made up 0.08% of Clear Creek Financial Management's portfolio in Q1 2026, its #242 holding.
Clear Creek Financial Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2020 and has held it in 23 quarters since.
Clear Creek Financial Management's State Street Health Care Select Sector SPDR ETF position peaked at $3.7M in Q1 2022.
1,805 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.