Credential Qtrade Securities’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Credential Qtrade Securities’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
2024 Q1	$102K	Hold	689	–	–	0.01%	253
2023 Q4	$94K	Hold	689	–	–	0.01%	240
2023 Q3	$88.7K	Hold	689	–	–	0.01%	235
2023 Q2	$91.4K	Sell	689 -404	-37%	-$53.3K	0.01%	241
2023 Q1	$142K	Hold	1,093	–	–	0.01%	242
2022 Q4	$149K	Sell	1,093 -209	-16%	-$27.7K	0.01%	245
2022 Q3	$158K	Sell	1,302 -20	-2%	-$2.58K	0.01%	224
2022 Q2	$170K	Sell	1,322 -370	-22%	-$48.5K	0.01%	233
2022 Q1	$232K	Sell	1,692 -6	-0.4%	-$794	0.01%	237
2021 Q4	$239K	Hold	1,698	–	–	0.02%	237
2021 Q3	$216K	Sell	1,698 -353	-17%	-$46.7K	0.02%	236
2021 Q2	$258K	Sell	2,051 -52	-2%	-$6.37K	0.02%	223
2021 Q1	$246K	Buy	2,103 +649	+45%	+$74.9K	0.02%	214
2020 Q4	$165K	Hold	1,454	–	–	0.02%	212
2020 Q3	$153K	Buy	+1,454	New	+$153K	0.02%	205
2019 Q2	–	Sell	-2,532	Closed	-$232K	–	300
2019 Q1	$232K	Sell	2,532 -165	-6%	-$14.9K	0.04%	151
2018 Q4	$233K	Buy	2,697 +275	+11%	+$24.9K	0.05%	144
2018 Q3	$230K	Buy	+2,422	New	+$219K	0.05%	158

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Credential Qtrade Securities's XLV Position: Q1 2024 in Review

Credential Qtrade Securities held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q1 2024 at 689 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #253.

Credential Qtrade Securities first reported a position in XLV in Q3 2018 and has held it in 18 quarters since. The position peaked at $258K in Q2 2021. 1,671 funds tracked by Wall St. Rank hold XLV as of Q1 2024.

Credential Qtrade Securities held 689 shares of State Street Health Care Select Sector SPDR ETF worth $102K as of Q1 2024.
Credential Qtrade Securities left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q1 2024.
State Street Health Care Select Sector SPDR ETF made up 0.01% of Credential Qtrade Securities's portfolio in Q1 2024, its #253 holding.
Credential Qtrade Securities first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2018 and has held it in 18 quarters since.
Credential Qtrade Securities's State Street Health Care Select Sector SPDR ETF position peaked at $258K in Q2 2021.
1,671 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.