Csenge Advisory Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Csenge Advisory 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	$13.1M	Buy	82,255 +3,523	+4%	+$524K	0.53%	30
2026 Q1	$11.5M	Buy	78,732 +11,058	+16%	+$1.71M	0.53%	31
2025 Q4	$10.5M	Buy	67,674 +54,696	+421%	+$8.19M	0.47%	38
2025 Q3	$1.81M	Sell	12,978 -1,587	-11%	-$215K	0.09%	187
2025 Q2	$1.93M	Sell	14,565 -1,738	-11%	-$235K	0.1%	162
2025 Q1	$2.21M	Sell	16,303 -739	-4%	-$107K	0.13%	139
2024 Q4	$2.34M	Sell	17,042 -59,812	-78%	-$8.75M	0.13%	127
2024 Q3	$11.8M	Buy	76,854 +48,537	+171%	+$7.36M	0.62%	26
2024 Q2	$4.13M	Sell	28,317 -498	-2%	-$71.4K	0.23%	81
2024 Q1	$4.26M	Buy	28,815 +7,538	+35%	+$1.08M	0.24%	75
2023 Q4	$2.9M	Sell	21,277 -45,170	-68%	-$5.88M	0.18%	104
2023 Q3	$8.55M	Sell	66,447 -3,731	-5%	-$495K	0.58%	34
2023 Q2	$9.31M	Buy	70,178 +4,650	+7%	+$613K	0.62%	33
2023 Q1	$8.48M	Buy	65,528 +3,366	+5%	+$440K	0.61%	32
2022 Q4	$8.44M	Buy	62,162 +3,555	+6%	+$471K	0.65%	28
2022 Q3	$7.1M	Buy	58,607 +9,381	+19%	+$1.21M	0.59%	37
2022 Q2	$6.31M	Buy	49,226 +36,739	+294%	+$4.82M	0.53%	39
2022 Q1	$1.71M	Buy	12,487 +4,660	+60%	+$617K	0.14%	140
2021 Q4	$995K	Sell	7,827 -1,628	-17%	-$216K	0.09%	195
2021 Q3	$1.2M	Buy	9,455 +1,628	+21%	+$215K	0.1%	181
2021 Q2	$995K	Buy	7,827 +170	+2%	+$20.8K	0.09%	195
2021 Q1	$903K	Buy	7,657 +528	+7%	+$60.9K	0.09%	175
2020 Q4	$809K	Sell	7,129 -1,475	-17%	-$161K	0.1%	159
2020 Q3	$903K	Sell	8,604 -1,797	-17%	-$189K	0.12%	142
2020 Q2	$1.04M	Buy	10,401 +3,182	+44%	+$314K	0.15%	112
2020 Q1	$639K	Buy	7,219 +2,233	+45%	+$217K	0.17%	117
2019 Q4	$508K	Buy	+4,986	New	+$479K	0.13%	155
2019 Q3	–	Sell	-20,181	Closed	-$1.87M	–	288
2019 Q2	$1.87M	Sell	20,181 -719	-3%	-$64.6K	0.64%	32
2019 Q1	$1.92M	Buy	20,900 +401	+2%	+$36.2K	0.66%	28
2018 Q4	$1.77M	Buy	20,499 +1,798	+10%	+$163K	0.65%	32
2018 Q3	$1.69M	Buy	18,701 +1,446	+8%	+$131K	0.66%	30
2018 Q2	$1.44M	Buy	17,255 +186	+1%	+$15.4K	0.53%	45
2018 Q1	$1.39M	Sell	17,069 -1,321	-7%	-$113K	0.48%	50
2017 Q4	$1.52M	Buy	18,390 +533	+3%	+$43.9K	0.54%	42
2017 Q3	$1.46M	Buy	+17,857	New	+$1.43M	0.58%	41

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

Csenge Advisory Group's XLV Position: Q2 2026 in Review

Csenge Advisory Group increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 4.5% in Q2 2026, buying an estimated $524K and bringing the position to 82,255 shares worth $13.1M. The position accounts for 0.53% of the portfolio, ranked #30.

Csenge Advisory Group first reported a position in XLV in Q3 2017 and has held it in 35 quarters since. 1,857 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Csenge Advisory Group held 82,255 shares of State Street Health Care Select Sector SPDR ETF worth $13.1M as of Q2 2026.
Csenge Advisory Group bought 3,523 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $524K.
State Street Health Care Select Sector SPDR ETF made up 0.53% of Csenge Advisory Group's portfolio in Q2 2026, its #30 holding.
Csenge Advisory Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2017 and has held it in 35 quarters since.
1,857 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.