CreativeOne Wealth’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
$7.6M Buy
51,831
+16,523
+47% +$2.55M 0.18% 111
2025
Q4
$5.47M Buy
35,308
+5,366
+18% +$804K 0.13% 138
2025
Q3
$4.17M Buy
29,942
+6,897
+30% +$933K 0.1% 183
2025
Q2
$3.11M Buy
23,045
+3,199
+16% +$432K 0.08% 234
2025
Q1
$2.9M Buy
19,846
+1,307
+7% +$190K 0.09% 222
2024
Q4
$2.55M Buy
18,539
+2,351
+15% +$344K 0.08% 237
2024
Q3
$2.49M Buy
16,188
+7,763
+92% +$1.18M 0.08% 226
2024
Q2
$1.23M Sell
8,425
-8,721
-51% -$1.25M 0.06% 279
2024
Q1
$2.53M Buy
17,146
+5,701
+50% +$818K 0.1% 187
2023
Q4
$1.56M Sell
11,445
-4,197
-27% -$546K 0.1% 187
2023
Q3
$2.01M Sell
15,642
-12,912
-45% -$1.71M 0.14% 141
2023
Q2
$3.79M Buy
28,554
+10,105
+55% +$1.33M 0.18% 101
2023
Q1
$2.39M Buy
18,449
+2,016
+12% +$263K 0.12% 152
2022
Q4
$2.23M Buy
16,433
+2,602
+19% +$345K 0.12% 142
2022
Q3
$1.68M Buy
13,831
+259
+2% +$33.4K 0.1% 176
2022
Q2
$1.74M Sell
13,572
-1,934
-12% -$254K 0.09% 167
2022
Q1
$2.12M Buy
15,506
+809
+6% +$107K 0.11% 152
2021
Q4
$2.07M Buy
14,697
+861
+6% +$114K 0.1% 183
2021
Q3
$1.76M Buy
13,836
+1,660
+14% +$219K 0.1% 168
2021
Q2
$1.53M Buy
12,176
+1,790
+17% +$219K 0.09% 186
2021
Q1
$1.21M Sell
10,386
-21,382
-67% -$2.47M 0.09% 180
2020
Q4
$3.6M Buy
31,768
+29,163
+1,120% +$3.18M 0.3% 62
2020
Q3
$274K Buy
+2,605
New +$274K 0.04% 221

Other funds holding XLV

CreativeOne Wealth's XLV Position: Q1 2026 in Review

CreativeOne Wealth increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 47% in Q1 2026, buying an estimated $2.55M and bringing the position to 51,831 shares worth $7.6M. The position accounts for 0.18% of the portfolio, ranked #111.

CreativeOne Wealth first reported a position in XLV in Q3 2020 and has held it in 23 quarters since. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • CreativeOne Wealth held 51,831 shares of State Street Health Care Select Sector SPDR ETF worth $7.6M as of Q1 2026.
  • CreativeOne Wealth bought 16,523 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $2.55M.
  • State Street Health Care Select Sector SPDR ETF made up 0.18% of CreativeOne Wealth's portfolio in Q1 2026, its #111 holding.
  • CreativeOne Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2020 and has held it in 23 quarters since.
  • 1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.