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

Credential 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
2018 Q2	$202K	Buy	+2,422	New	+$201K	0.05%	161

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Credential Securities's XLV Position: Q2 2018 in Review

Credential Securities opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2018: 2,422 shares worth $202K. The stake represents 0.05% of the portfolio and ranks #161 among its holdings.

742 funds tracked by Wall St. Rank hold XLV as of Q2 2018.

Credential Securities held 2,422 shares of State Street Health Care Select Sector SPDR ETF worth $202K as of Q2 2018.
State Street Health Care Select Sector SPDR ETF was a new Credential Securities position in Q2 2018.
State Street Health Care Select Sector SPDR ETF made up 0.05% of Credential Securities's portfolio in Q2 2018, its #161 holding.
742 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.