Clearstead Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Clearstead Advisors’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	$840K	Buy	5,293 +415	+9%	+$61.7K	0.01%	600
2026 Q1	$715K	Buy	4,878 +1,609	+49%	+$248K	0.01%	618
2025 Q4	$506K	Sell	3,269 -7	-0.2%	-$1.05K	0.01%	651
2025 Q3	$456K	Sell	3,276 -1,034	-24%	-$140K	0.01%	661
2025 Q2	$581K	Sell	4,310 -2,497	-37%	-$337K	0.01%	572
2025 Q1	$994K	Sell	6,807 -1,147	-14%	-$167K	0.02%	408
2024 Q4	$1.09M	Sell	7,954 -447	-5%	-$65.4K	0.02%	395
2024 Q3	$1.29M	Buy	8,401 +1,411	+20%	+$214K	0.02%	373
2024 Q2	$1.02M	Sell	6,990 -3,182	-31%	-$456K	0.02%	391
2024 Q1	$1.46M	Buy	10,172 +3,616	+55%	+$519K	0.07%	185
2023 Q4	$894K	Buy	6,556 +662	+11%	+$86.1K	0.05%	234
2023 Q3	$759K	Buy	5,894 +13	+0.2%	+$1.73K	0.05%	240
2023 Q2	$781K	Buy	5,881 +14	+0.2%	+$1.85K	0.05%	231
2023 Q1	$760K	Buy	5,867 +12	+0.2%	+$1.57K	0.06%	204
2022 Q4	$795K	Sell	5,855 -159	-3%	-$21.1K	0.06%	192
2022 Q3	$728K	Sell	6,014 -177	-3%	-$22.8K	0.07%	181
2022 Q2	$794K	Sell	6,191 -704	-10%	-$92.3K	0.06%	194
2022 Q1	$945K	Sell	6,895 -73	-1%	-$9.66K	0.06%	183
2021 Q4	$982K	Sell	6,968 -167	-2%	-$22.2K	0.07%	185
2021 Q3	$908K	Buy	7,135 +2,969	+71%	+$392K	0.07%	185
2021 Q2	$525K	Buy	4,166 +12	+0.3%	+$1.47K	0.04%	223
2021 Q1	$485K	Buy	4,154 +186	+5%	+$21.5K	0.04%	219
2020 Q4	$450K	Sell	3,968 -55	-1%	-$6K	0.04%	214
2020 Q3	$424K	Buy	4,023 +3,191	+384%	+$336K	0.05%	199
2020 Q2	$83K	Buy	832 +68	+9%	+$6.71K	0.01%	372
2020 Q1	$68K	Buy	+764	New	+$74.2K	0.01%	370

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

Clearstead Advisors's XLV Position: Q2 2026 in Review

Clearstead Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 8.5% in Q2 2026, buying an estimated $61.7K and bringing the position to 5,293 shares worth $840K. The position accounts for 0.01% of the portfolio, ranked #600.

Clearstead Advisors first reported a position in XLV in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.46M in Q1 2024. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Clearstead Advisors held 5,293 shares of State Street Health Care Select Sector SPDR ETF worth $840K as of Q2 2026.
Clearstead Advisors bought 415 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $61.7K.
State Street Health Care Select Sector SPDR ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #600 holding.
Clearstead Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
Clearstead Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $1.46M in Q1 2024.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.