CX Institutional’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

CX Institutional’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	$480K	Sell	3,023 -288	-9%	-$42.8K	0.01%	488
2026 Q1	$485K	Sell	3,311 -11	-0.3%	-$1.7K	0.01%	467
2025 Q4	$514K	Buy	3,322 +164	+5%	+$24.6K	0.02%	415
2025 Q3	$439K	Sell	3,158 -6,619	-68%	-$896K	0.01%	467
2025 Q2	$1.32M	Sell	9,777 -8,970	-48%	-$1.21M	0.05%	232
2025 Q1	$2.74M	Sell	18,747 -3,775	-17%	-$548K	0.1%	158
2024 Q4	$3.1M	Buy	22,522 +8,367	+59%	+$1.22M	0.12%	154
2024 Q3	$2.18M	Sell	14,155 -17,734	-56%	-$2.69M	0.1%	189
2024 Q2	$4.65M	Sell	31,889 -1,080	-3%	-$155K	0.22%	111
2024 Q1	$4.87M	Sell	32,969 -23,888	-42%	-$3.43M	0.23%	103
2023 Q4	$7.75M	Sell	56,857 -16,465	-22%	-$2.14M	0.41%	71
2023 Q3	$9.44M	Buy	73,322 +2,605	+4%	+$346K	0.52%	54
2023 Q2	$9.39M	Sell	70,717 -20,866	-23%	-$2.75M	0.49%	56
2023 Q1	$12M	Buy	91,583 +13,335	+17%	+$1.74M	0.64%	35
2022 Q4	$10.6M	Sell	78,248 -7,474	-9%	-$990K	0.65%	35
2022 Q3	$10.4M	Buy	85,722 +48,553	+131%	+$6.25M	0.72%	30
2022 Q2	$4.77M	Buy	37,169 +4,230	+13%	+$554K	0.36%	67
2022 Q1	$4.51M	Buy	32,939 +1,697	+5%	+$225K	0.36%	75
2021 Q4	$4.4M	Buy	31,242 +1,228	+4%	+$163K	0.35%	90
2021 Q3	$3.82M	Sell	30,014 -63,403	-68%	-$8.38M	0.31%	91
2021 Q2	$11.8M	Buy	93,417 +4,705	+5%	+$577K	0.97%	22
2021 Q1	$10.4M	Buy	88,712 +19,943	+29%	+$2.3M	0.93%	25
2020 Q4	$7.8M	Sell	68,769 -4,902	-7%	-$535K	0.75%	31
2020 Q3	$7.77M	Sell	73,671 -125	-0.2%	-$13.2K	0.84%	32
2020 Q2	$7.38M	Buy	73,796 +12,722	+21%	+$1.26M	0.97%	21
2020 Q1	$5.41M	Buy	+61,074	New	+$5.93M	0.88%	26
2019 Q3	–	Sell	-12	Closed	-$1K	–	961
2019 Q2	$1K	Sell	12 -29,598	-100%	-$2.66M	﹤0.01%	919
2019 Q1	$2.72M	Sell	29,610 -49,457	-63%	-$4.46M	0.48%	52
2018 Q4	$6.84M	Buy	79,067 +21,478	+37%	+$1.94M	1.44%	24
2018 Q3	$5.48M	Buy	+57,589	New	+$5.2M	1.81%	15

Other funds holding XLV

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

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

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

BAM

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

EWS

Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return