Creative Financial Designs’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
$557K Sell
3,800
-18,003
-83% -$2.78M 0.03% 316
2025
Q4
$3.38M Buy
21,803
+12,459
+133% +$1.87M 0.21% 105
2025
Q3
$1.3M Sell
9,344
-1,292
-12% -$175K 0.09% 199
2025
Q2
$1.43M Sell
10,636
-512
-5% -$69.1K 0.1% 167
2025
Q1
$1.63M Sell
11,148
-3,733
-25% -$542K 0.13% 135
2024
Q4
$2.05M Buy
14,881
+519
+4% +$75.9K 0.17% 119
2024
Q3
$2.21M Buy
14,362
+855
+6% +$130K 0.19% 109
2024
Q2
$1.97M Buy
13,507
+9,179
+212% +$1.32M 0.18% 113
2024
Q1
$639K Buy
4,328
+1,423
+49% +$204K 0.06% 230
2023
Q4
$396K Sell
2,905
-437
-13% -$56.8K 0.04% 270
2023
Q3
$430K Buy
3,342
+219
+7% +$29.1K 0.05% 239
2023
Q2
$414K Buy
3,123
+483
+18% +$63.7K 0.05% 237
2023
Q1
$342K Buy
2,640
+615
+30% +$80.3K 0.04% 253
2022
Q4
$275K Sell
2,025
-453
-18% -$60K 0.04% 274
2022
Q3
$300K Buy
2,478
+493
+25% +$63.5K 0.05% 244
2022
Q2
$255K Sell
1,985
-103
-5% -$13.5K 0.04% 258
2022
Q1
$286K Buy
2,088
+28
+1% +$3.71K 0.04% 246
2021
Q4
$290K Buy
2,060
+117
+6% +$15.5K 0.04% 256
2021
Q3
$247K Buy
1,943
+242
+14% +$32K 0.04% 268
2021
Q2
$214K Buy
1,701
+421
+33% +$51.6K 0.04% 279
2021
Q1
$149K Buy
1,280
+406
+46% +$46.9K 0.03% 333
2020
Q4
$99K Buy
874
+509
+139% +$55.6K 0.02% 382
2020
Q3
$39K Buy
+365
New +$38.4K 0.01% 518
2020
Q1
Sell
-176
Closed -$18K 610
2019
Q4
$18K Hold
176
0.01% 340
2019
Q3
$15K Hold
176
0.01% 366
2019
Q2
$16K Hold
176
0.01% 355
2019
Q1
$16K Sell
176
-119
-40% -$10.7K 0.01% 335
2018
Q4
$26K Buy
295
+65
+28% +$5.88K 0.02% 249
2018
Q3
$22K Hold
230
0.01% 322
2018
Q2
$19K Sell
230
-57
-20% -$4.72K 0.01% 374
2018
Q1
$23K Sell
287
-23
-7% -$1.96K 0.01% 312
2017
Q4
$26K Sell
310
-241
-44% -$19.9K 0.02% 281
2017
Q3
$45K Buy
551
+1
+0.2% +$80 0.03% 251
2017
Q2
$44K Buy
550
+241
+78% +$18.4K 0.03% 247
2017
Q1
$23K Sell
309
-134
-30% -$9.77K 0.02% 305
2016
Q4
$31K Buy
+443
New +$30.8K 0.03% 272

Other funds holding XLV

Creative Financial Designs's XLV Position: Q1 2026 in Review

Creative Financial Designs reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 83% in Q1 2026, selling an estimated $2.78M and leaving 3,800 shares worth $557K. The position accounts for 0.03% of the portfolio, ranked #316.

Creative Financial Designs first reported a position in XLV in Q4 2016 and has held it in 36 quarters since. The position peaked at $3.38M in Q4 2025. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Creative Financial Designs held 3,800 shares of State Street Health Care Select Sector SPDR ETF worth $557K as of Q1 2026.
  • Creative Financial Designs sold 18,003 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $2.78M.
  • State Street Health Care Select Sector SPDR ETF made up 0.03% of Creative Financial Designs's portfolio in Q1 2026, its #316 holding.
  • Creative Financial Designs first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2016 and has held it in 36 quarters since.
  • Creative Financial Designs's State Street Health Care Select Sector SPDR ETF position peaked at $3.38M in Q4 2025.
  • 1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.