Contravisory Investment Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Contravisory Investment 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 Q2	$1.1M	Buy	6,914 +2,103	+44%	+$313K	0.19%	99
2026 Q1	$705K	Buy	4,811 +1,170	+32%	+$180K	0.14%	119
2025 Q4	$564K	Sell	3,641 -922	-20%	-$138K	0.11%	134
2025 Q3	$635K	Sell	4,563 -860	-16%	-$116K	0.12%	124
2025 Q2	$731K	Buy	5,423 +1,697	+46%	+$229K	0.14%	99
2025 Q1	$544K	Buy	3,726 +926	+33%	+$135K	0.11%	127
2024 Q4	$385K	Sell	2,800 -2,366	-46%	-$346K	0.08%	176
2024 Q3	$796K	Sell	5,166 -91	-2%	-$13.8K	0.17%	82
2024 Q2	$766K	Buy	5,257 +508	+11%	+$72.9K	0.17%	76
2024 Q1	$702K	Sell	4,749 -2,477	-34%	-$355K	0.16%	87
2023 Q4	$985K	Buy	7,226 +203	+3%	+$26.4K	0.24%	53
2023 Q3	$904K	Buy	7,023 +1,975	+39%	+$262K	0.26%	49
2023 Q2	$670K	Sell	5,048 -1,306	-21%	-$172K	0.18%	67
2023 Q1	$823K	Sell	6,354 -1,469	-19%	-$192K	0.23%	51
2022 Q4	$1.06M	Buy	7,823 +792	+11%	+$105K	0.29%	45
2022 Q3	$852K	Buy	7,031 +1,491	+27%	+$192K	0.28%	45
2022 Q2	$710K	Buy	5,540 +2,131	+63%	+$279K	0.23%	49
2022 Q1	$467K	Buy	3,409 +943	+38%	+$125K	0.13%	98
2021 Q4	$347K	Buy	2,466 +51	+2%	+$6.77K	0.09%	160
2021 Q3	$307K	Sell	2,415 -884	-27%	-$117K	0.09%	157
2021 Q2	$416K	Sell	3,299 -1,272	-28%	-$156K	0.12%	105
2021 Q1	$534K	Sell	4,571 -356	-7%	-$41.1K	0.17%	66
2020 Q4	$559K	Sell	4,927 -1,420	-22%	-$155K	0.17%	60
2020 Q3	$669K	Buy	6,347 +1,055	+20%	+$111K	0.23%	49
2020 Q2	$530K	Buy	5,292 +1,430	+37%	+$141K	0.19%	58
2020 Q1	$342K	Sell	3,862 -343	-8%	-$33.3K	0.15%	66
2019 Q4	$428K	Buy	4,205 +777	+23%	+$74.7K	0.16%	71
2019 Q3	$309K	Sell	3,428 -668	-16%	-$61K	0.12%	111
2019 Q2	$379K	Sell	4,096 -3,497	-46%	-$314K	0.15%	80
2019 Q1	$697K	Sell	7,593 -1,942	-20%	-$175K	0.27%	47
2018 Q4	$825K	Buy	9,535 +3,696	+63%	+$335K	0.36%	47
2018 Q3	$556K	Sell	5,839 -652	-10%	-$58.9K	0.2%	54
2018 Q2	$542K	Buy	6,491 +539	+9%	+$44.7K	0.2%	61
2018 Q1	$484K	Sell	5,952 -1,095	-16%	-$93.3K	0.18%	55
2017 Q4	$583K	Sell	7,047 -974	-12%	-$80.3K	0.21%	52
2017 Q3	$656K	Buy	+8,021	New	+$644K	0.23%	49
2017 Q2	–	Sell	-1,813	Closed	-$135K	–	273
2017 Q1	$135K	Buy	1,813 +882	+95%	+$64.3K	0.05%	140
2016 Q4	$64K	Sell	931 -571	-38%	-$39.6K	0.02%	115
2016 Q3	$108K	Buy	1,502 +1,179	+365%	+$86.8K	0.03%	89
2016 Q2	$23K	Sell	323 -188	-37%	-$13.2K	0.01%	112
2016 Q1	$35K	Sell	511 -6,424	-93%	-$430K	0.01%	100
2015 Q4	$500K	Buy	6,935 +1,366	+25%	+$96.5K	0.13%	47
2015 Q3	$369K	Buy	5,569 +58	+1%	+$4.24K	0.09%	43
2015 Q2	$410K	Sell	5,511 -672	-11%	-$49.8K	0.09%	44
2015 Q1	$448K	Sell	6,183 -2,180	-26%	-$155K	0.09%	43
2014 Q4	$572K	Buy	8,363 +632	+8%	+$42.3K	0.12%	40
2014 Q3	$494K	Buy	7,731 +37	+0.5%	+$2.32K	0.1%	41
2014 Q2	$468K	Buy	7,694 +459	+6%	+$27K	0.09%	46
2014 Q1	$423K	Buy	7,235 +380	+6%	+$21.9K	0.08%	49
2013 Q4	$380K	Buy	+6,855	New	+$367K	0.07%	51

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

Contravisory Investment Management's XLV Position: Q2 2026 in Review

Contravisory Investment Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 44% in Q2 2026, buying an estimated $313K and bringing the position to 6,914 shares worth $1.1M. The position accounts for 0.19% of the portfolio, ranked #99.

Contravisory Investment Management first reported a position in XLV in Q4 2013 and has held it in 50 quarters since. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Contravisory Investment Management held 6,914 shares of State Street Health Care Select Sector SPDR ETF worth $1.1M as of Q2 2026.
Contravisory Investment Management bought 2,103 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $313K.
State Street Health Care Select Sector SPDR ETF made up 0.19% of Contravisory Investment Management's portfolio in Q2 2026, its #99 holding.
Contravisory Investment Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2013 and has held it in 50 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 Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.