Crestwood Advisors Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Crestwood Advisors Group’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
2026 Q2	$2.71M	Sell	17,096 -1,019	-6%	-$152K	0.04%	206
2026 Q1	$2.66M	Sell	18,115 -563	-3%	-$86.8K	0.04%	202
2025 Q4	$2.89M	Sell	18,678 -522	-3%	-$78.2K	0.05%	181
2025 Q3	$2.67M	Sell	19,200 -3,058	-14%	-$414K	0.05%	183
2025 Q2	$3M	Buy	22,258 +5,420	+32%	+$732K	0.05%	171
2025 Q1	$2.46M	Sell	16,838 -82	-0.5%	-$11.9K	0.05%	180
2024 Q4	$2.33M	Buy	16,920 +1,144	+7%	+$167K	0.04%	176
2024 Q3	$2.43M	Buy	15,776 +260	+2%	+$39.4K	0.05%	171
2024 Q2	$2.26M	Buy	15,516 +22	+0.1%	+$3.16K	0.05%	167
2024 Q1	$2.29M	Buy	15,494 +348	+2%	+$49.9K	0.05%	160
2023 Q4	$2.07M	Buy	15,146 +840	+6%	+$109K	0.05%	160
2023 Q3	$1.84M	Buy	14,306 +12,303	+614%	+$1.63M	0.05%	159
2023 Q2	$266K	Buy	2,003 +328	+20%	+$43.2K	0.01%	223
2023 Q1	$217K	Buy	1,675 +115	+7%	+$15K	0.01%	245
2022 Q4	$212K	Buy	+1,560	New	+$207K	0.01%	248
2022 Q2	–	Sell	-1,564	Closed	-$214K	–	297
2022 Q1	$214K	Hold	1,564	–	–	0.01%	268
2021 Q4	$220K	Buy	+1,564	New	+$208K	0.01%	274
2020 Q2	–	Sell	-3,638	Closed	-$322K	–	248
2020 Q1	$322K	Sell	3,638 -2,407	-40%	-$234K	0.02%	177
2019 Q4	$616K	Buy	6,045 +511	+9%	+$49.1K	0.02%	159
2019 Q3	$499K	Sell	5,534 -559	-9%	-$51K	0.02%	168
2019 Q2	$564K	Buy	+6,093	New	+$548K	0.03%	155
2019 Q1	–	Sell	-2,350	Closed	-$203K	–	185
2018 Q4	$203K	Buy	+2,350	New	+$213K	0.02%	152
2017 Q2	–	Sell	-770	Closed	-$58K	–	441
2017 Q1	$58K	Buy	+770	New	+$56.1K	0.01%	241

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

Goldman Sachs New York $1.15T AUM 47.82% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Crestwood Advisors Group's XLV Position: Q2 2026 in Review

Crestwood Advisors Group reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 5.6% in Q2 2026, selling an estimated $152K and leaving 17,096 shares worth $2.71M. The position accounts for 0.04% of the portfolio, ranked #206.

Crestwood Advisors Group first reported a position in XLV in Q1 2017 and has held it in 23 quarters since. The position peaked at $3M in Q2 2025. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Crestwood Advisors Group held 17,096 shares of State Street Health Care Select Sector SPDR ETF worth $2.71M as of Q2 2026.
Crestwood Advisors Group sold 1,019 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $152K.
State Street Health Care Select Sector SPDR ETF made up 0.04% of Crestwood Advisors Group's portfolio in Q2 2026, its #206 holding.
Crestwood Advisors Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2017 and has held it in 23 quarters since.
Crestwood Advisors Group's State Street Health Care Select Sector SPDR ETF position peaked at $3M in Q2 2025.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.