Cornerstone Advisory’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$209K Buy
+1,243
New +$207K 0.02% 266
2025
Q2
– Sell
-2,022
Closed -$272K – 247
2025
Q1
$272K Sell
2,022
-713
-26% -$104K 0.03% 193
2024
Q4
$396K Buy
2,735
+405
+17% +$59.3K 0.05% 162
2024
Q3
$359K Buy
2,330
+144
+7% +$21.8K 0.05% 163
2024
Q2
$319K Buy
2,186
+130
+6% +$18.6K 0.04% 164
2024
Q1
$304K Buy
2,056
+300
+17% +$43K 0.04% 184
2023
Q4
$239K Buy
+1,756
New +$228K 0.04% 202
2022
Q1
– Sell
-476
Closed -$67K – 798
2021
Q4
$67K Buy
+476
New +$63.2K 0.01% 384
2020
Q2
– Sell
-11,450
Closed -$1.01M – 174
2020
Q1
$1.01M Buy
11,450
+400
+4% +$38.9K 0.31% 61
2019
Q4
$1.13M Sell
11,050
-4,200
-28% -$404K 0.23% 72
2019
Q3
$1.38M Sell
15,250
-400
-3% -$36.5K 0.3% 62
2019
Q2
$1.45M Sell
15,650
-150
-0.9% -$13.5K 0.31% 61
2019
Q1
$1.45M Hold
15,800
– – 0.32% 61
2018
Q4
$1.37M Buy
15,800
+72
+0.5% +$6.52K 0.36% 58
2018
Q3
$1.5M Hold
15,728
– – 0.44% 54
2018
Q2
$1.31M Buy
15,728
+1
+0% +$83 0.43% 51
2018
Q1
$1.28M Buy
15,727
+1
+0% +$85 0.46% 48
2017
Q4
$1.3M Buy
15,726
+525
+3% +$43.3K 0.45% 47
2017
Q3
$1.24M Buy
15,201
+76
+0.5% +$6.1K 0.42% 49
2017
Q2
$1.2M Hold
15,125
– – 0.4% 50
2017
Q1
$1.12M Buy
+15,125
New +$1.1M 0.57% 30

Other funds holding XLV

Cornerstone Advisory's XLV Position: Q3 2026 in Review

Cornerstone Advisory opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2026: 1,243 shares worth $209K. The stake represents 0.02% of the portfolio and ranks #266 among its holdings. This is a return to the name: Cornerstone Advisory previously reported a position in XLV as recently as Q1 2025.

Cornerstone Advisory first reported a position in XLV in Q1 2017 and has held it in 21 quarters since. The position peaked at $1.5M in Q3 2018. 1,210 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

  • Cornerstone Advisory held 1,243 shares of State Street Health Care Select Sector SPDR ETF worth $209K as of Q3 2026.
  • State Street Health Care Select Sector SPDR ETF was a new Cornerstone Advisory position in Q3 2026.
  • State Street Health Care Select Sector SPDR ETF made up 0.02% of Cornerstone Advisory's portfolio in Q3 2026, its #266 holding.
  • Cornerstone Advisory first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2017 and has held it in 21 quarters since.
  • Cornerstone Advisory's State Street Health Care Select Sector SPDR ETF position peaked at $1.5M in Q3 2018.
  • 1,210 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.