Cranbrook Wealth Management’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
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

Cranbrook Wealth Management's XLV Position: Q1 2026 in Review

Cranbrook Wealth Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.86% in Q1 2026, selling an estimated $2K and leaving 1,499 shares worth $220K. The position accounts for 0.04% of the portfolio, ranked #117.

Cranbrook Wealth Management first reported a position in XLV in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.55M in Q3 2024. 1,807 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Cranbrook Wealth Management held 1,499 shares of State Street Health Care Select Sector SPDR ETF worth $220K as of Q1 2026.
  • Cranbrook Wealth Management sold 13 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $2K.
  • State Street Health Care Select Sector SPDR ETF made up 0.04% of Cranbrook Wealth Management's portfolio in Q1 2026, its #117 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 29 quarters since.
  • Cranbrook Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.55M in Q3 2024.
  • 1,807 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.