Cranbrook Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Cranbrook Wealth 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	$261K	Buy	1,646 +147	+10%	+$21.9K	0.05%	119
2026 Q1	$220K	Sell	1,499 -13	-0.9%	-$2K	0.04%	117
2025 Q4	$234K	Sell	1,512 -224	-13%	-$33.5K	0.05%	117
2025 Q3	$242K	Sell	1,736 -8,618	-83%	-$1.17M	0.05%	117
2025 Q2	$1.4M	Sell	10,354 -250	-2%	-$33.8K	0.3%	52
2025 Q1	$1.55M	Buy	10,604 +152	+1%	+$22.1K	0.36%	46
2024 Q4	$1.44M	Buy	10,452 +360	+4%	+$52.7K	0.33%	48
2024 Q3	$1.55M	Sell	10,092 -166	-2%	-$25.2K	0.35%	46
2024 Q2	$1.5M	Buy	10,258 +96	+0.9%	+$13.8K	0.37%	44
2024 Q1	$1.5M	Buy	10,162 +478	+5%	+$68.6K	0.38%	44
2023 Q4	$1.32M	Buy	9,684 +74	+0.8%	+$9.63K	0.35%	45
2023 Q3	$1.24M	Buy	9,610 +1,034	+12%	+$137K	0.37%	46
2023 Q2	$1.14M	Buy	8,576 +597	+7%	+$78.7K	0.32%	47
2023 Q1	$1.03M	Buy	7,979 +1,588	+25%	+$207K	0.29%	48
2022 Q4	$868K	Sell	6,391 -106	-2%	-$14K	0.24%	54
2022 Q3	$787K	Buy	6,497 +262	+4%	+$33.7K	0.2%	55
2022 Q2	$800K	Sell	6,235 -117	-2%	-$15.3K	0.2%	57
2022 Q1	$870K	Buy	6,352 +440	+7%	+$58.3K	0.19%	57
2021 Q4	$833K	Buy	5,912 +1,345	+29%	+$179K	0.18%	58
2021 Q3	$581K	Buy	4,567 +293	+7%	+$38.7K	0.13%	69
2021 Q2	$538K	Buy	4,274 +511	+14%	+$62.6K	0.12%	69
2021 Q1	$439K	Buy	3,763 +306	+9%	+$35.3K	0.11%	75
2020 Q4	$392K	Sell	3,457 -189	-5%	-$20.6K	0.1%	75
2020 Q3	$385K	Sell	3,646 -553	-13%	-$58.2K	0.11%	69
2020 Q2	$420K	Buy	4,199 +78	+2%	+$7.7K	0.13%	64
2020 Q1	$365K	Sell	4,121 -195	-5%	-$18.9K	0.12%	64
2019 Q4	$440K	Buy	4,316 +135	+3%	+$13K	0.12%	65
2019 Q3	$377K	Buy	4,181 +3,392	+430%	+$310K	0.11%	69
2019 Q2	$73K	Hold	789	–	–	0.02%	114
2019 Q1	$72K	Buy	+789	New	+$71.1K	0.02%	116

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

Cranbrook Wealth Management's XLV Position: Q2 2026 in Review

Cranbrook Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 9.8% in Q2 2026, buying an estimated $21.9K and bringing the position to 1,646 shares worth $261K. The position accounts for 0.05% of the portfolio, ranked #119.

Cranbrook Wealth Management first reported a position in XLV in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.55M in Q3 2024. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Cranbrook Wealth Management held 1,646 shares of State Street Health Care Select Sector SPDR ETF worth $261K as of Q2 2026.
Cranbrook Wealth Management bought 147 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $21.9K.
State Street Health Care Select Sector SPDR ETF made up 0.05% of Cranbrook Wealth Management's portfolio in Q2 2026, its #119 holding.
Cranbrook Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2019 and has held it in 30 quarters since.
Cranbrook Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.55M in Q3 2024.
1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Cranbrook Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.