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Crumly & Associates’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Crumly & Associates’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 		$1.39M Hold
8,741
– – 0.27% 60
2026
Q1 		$1.28M Buy
8,741
+135
+2% +$20.8K 0.27% 65
2025
Q4 		$1.33M Hold
8,606
– – 0.28% 64
2025
Q3 		$1.2M Sell
8,606
-553
-6% -$74.8K 0.26% 65
2025
Q2 		$1.23M Sell
9,159
-1,102
-11% -$149K 0.3% 55
2025
Q1 		$1.5M Sell
10,261
-2,202
-18% -$320K 0.41% 49
2024
Q4 		$1.71M Sell
12,463
-293
-2% -$42.9K 0.47% 44
2024
Q3 		$1.96M Sell
12,756
-859
-6% -$130K 0.54% 41
2024
Q2 		$1.98M Sell
13,615
-6,116
-31% -$877K 0.57% 35
2024
Q1 		$2.91M Sell
19,731
-38,864
-66% -$5.58M 0.77% 35
2023
Q4 		$7.99M Sell
58,595
-10,781
-16% -$1.4M 2.33% 12
2023
Q3 		$8.93M Buy
69,376
+546
+0.8% +$72.5K 3.51% 7
2023
Q2 		$9.14M Buy
68,830
+10,066
+17% +$1.33M 3.66% 5
2023
Q1 		$7.61M Buy
58,764
+3,415
+6% +$446K 3.3% 8
2022
Q4 		$7.52M Buy
+55,349
New +$7.33M 2.84% 12

Other funds holding XLV

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Crumly & Associates's XLV Position: Q2 2026 in Review

Crumly & Associates held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 8,741 shares worth $1.39M. The position accounts for 0.27% of the portfolio, ranked #60.

Crumly & Associates first reported a position in XLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.14M in Q2 2023. 603 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Crumly & Associates held 8,741 shares of State Street Health Care Select Sector SPDR ETF worth $1.39M as of Q2 2026.
  • Crumly & Associates left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Health Care Select Sector SPDR ETF made up 0.27% of Crumly & Associates's portfolio in Q2 2026, its #60 holding.
  • Crumly & Associates first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
  • Crumly & Associates's State Street Health Care Select Sector SPDR ETF position peaked at $9.14M in Q2 2023.
  • 603 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.