CRA Financial Services’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

CRA Financial Services’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	$432K	Buy	2,722 +2	+0.1%	+$298	0.05%	213
2026 Q1	$399K	Sell	2,720 -212	-7%	-$32.7K	0.05%	209
2025 Q4	$454K	Sell	2,932 -63	-2%	-$9.44K	0.06%	188
2025 Q3	$417K	Sell	2,995 -14	-0.5%	-$1.89K	0.06%	190
2025 Q2	$406K	Buy	3,009 +47	+2%	+$6.35K	0.06%	181
2025 Q1	$432K	Buy	2,962 +122	+4%	+$17.7K	0.07%	164
2024 Q4	$391K	Sell	2,840 -659	-19%	-$96.4K	0.07%	169
2024 Q3	$539K	Buy	3,499 +2	+0.1%	+$303	0.1%	133
2024 Q2	$510K	Sell	3,497 -443	-11%	-$63.5K	0.1%	129
2024 Q1	$582K	Buy	3,940 +608	+18%	+$87.2K	0.13%	115
2023 Q4	$454K	Sell	3,332 -147	-4%	-$19.1K	0.11%	121
2023 Q3	$448K	Buy	3,479 +85	+3%	+$11.3K	0.12%	115
2023 Q2	$450K	Sell	3,394 -52	-2%	-$6.86K	0.12%	112
2023 Q1	$446K	Buy	3,446 +54	+2%	+$7.05K	0.13%	114
2022 Q4	$461K	Buy	3,392 +2	+0.1%	+$265	0.15%	110
2022 Q3	$411K	Buy	3,390 +3	+0.1%	+$386	0.15%	116
2022 Q2	$434K	Buy	3,387 +403	+14%	+$52.8K	0.15%	117
2022 Q1	$409K	Sell	2,984 -150	-5%	-$19.9K	0.12%	124
2021 Q4	$441K	Buy	3,134 +271	+9%	+$36K	0.13%	120
2021 Q3	$365K	Sell	2,863 -23	-0.8%	-$3.04K	0.12%	127
2021 Q2	$363K	Buy	2,886 +679	+31%	+$83.2K	0.13%	121
2021 Q1	$258K	Buy	2,207 +47	+2%	+$5.42K	0.1%	146
2020 Q4	$245K	Buy	2,160 +2	+0.1%	+$218	0.1%	135
2020 Q3	$228K	Sell	2,158 -33	-2%	-$3.47K	0.11%	124
2020 Q2	$219K	Buy	+2,191	New	+$216K	0.12%	121

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

CRA Financial Services's XLV Position: Q2 2026 in Review

CRA Financial Services increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.07% in Q2 2026, buying an estimated $298 and bringing the position to 2,722 shares worth $432K. The position accounts for 0.05% of the portfolio, ranked #213.

CRA Financial Services first reported a position in XLV in Q2 2020 and has held it in 25 quarters since. The position peaked at $582K in Q1 2024. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

CRA Financial Services held 2,722 shares of State Street Health Care Select Sector SPDR ETF worth $432K as of Q2 2026.
CRA Financial Services bought 2 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $298.
State Street Health Care Select Sector SPDR ETF made up 0.05% of CRA Financial Services's portfolio in Q2 2026, its #213 holding.
CRA Financial Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2020 and has held it in 25 quarters since.
CRA Financial Services's State Street Health Care Select Sector SPDR ETF position peaked at $582K in Q1 2024.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.