CVA Family Office’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

CVA Family Office’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	$358K	Sell	2,255 -535	-19%	-$79.6K	0.03%	239
2026 Q1	$409K	Buy	2,790 +80	+3%	+$12.3K	0.04%	202
2025 Q4	$420K	Sell	2,710 -134	-5%	-$20.1K	0.05%	190
2025 Q3	$396K	Buy	2,844 +53	+2%	+$7.17K	0.05%	199
2025 Q2	$376K	Hold	2,791	–	–	0.05%	201
2025 Q1	$408K	Hold	2,791	–	–	0.06%	188
2024 Q4	$384K	Hold	2,791	–	–	0.06%	186
2024 Q3	$430K	Buy	2,791 +32	+1%	+$4.85K	0.07%	165
2024 Q2	$402K	Hold	2,759	–	–	0.07%	162
2024 Q1	$408K	Hold	2,759	–	–	0.07%	167
2023 Q4	$376K	Hold	2,759	–	–	0.07%	162
2023 Q3	$355K	Hold	2,759	–	–	0.08%	150
2023 Q2	$366K	Hold	2,759	–	–	0.08%	151
2023 Q1	$357K	Hold	2,759	–	–	0.08%	149
2022 Q4	$375K	Hold	2,759	–	–	0.09%	137
2022 Q3	$334K	Hold	2,759	–	–	0.09%	132
2022 Q2	$354K	Hold	2,759	–	–	0.1%	114
2022 Q1	$378K	Hold	2,759	–	–	0.09%	119
2021 Q4	$389K	Sell	2,759 -101	-4%	-$13.4K	0.1%	114
2021 Q3	$302K	Sell	2,860 -49	-2%	-$6.48K	0.22%	74
2021 Q2	$366K	Buy	2,909 +49	+2%	+$6K	0.1%	111
2021 Q1	$334K	Hold	2,860	–	–	0.13%	98
2020 Q4	$324K	Hold	2,860	–	–	0.2%	78
2020 Q3	$302K	Hold	2,860	–	–	0.22%	74
2020 Q2	$286K	Buy	2,860 +1,850	+183%	+$183K	0.24%	65
2020 Q1	$89K	Buy	+1,010	New	+$98.1K	0.09%	106

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

CVA Family Office's XLV Position: Q2 2026 in Review

CVA Family Office reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 19% in Q2 2026, selling an estimated $79.6K and leaving 2,255 shares worth $358K. The position accounts for 0.03% of the portfolio, ranked #239.

CVA Family Office first reported a position in XLV in Q1 2020 and has held it in 26 quarters since. The position peaked at $430K in Q3 2024. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

CVA Family Office held 2,255 shares of State Street Health Care Select Sector SPDR ETF worth $358K as of Q2 2026.
CVA Family Office sold 535 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $79.6K.
State Street Health Care Select Sector SPDR ETF made up 0.03% of CVA Family Office's portfolio in Q2 2026, its #239 holding.
CVA Family Office first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
CVA Family Office's State Street Health Care Select Sector SPDR ETF position peaked at $430K in Q3 2024.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.