CCG
XLV icon

Cypress Capital Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Cypress Capital 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 		$2.2M Buy
13,853
+205
+2% +$30.5K 0.21% 99
2026
Q1 		$2M Sell
13,648
-170
-1% -$26.2K 0.23% 90
2025
Q4 		$2.14M Sell
13,818
-100
-0.7% -$15K 0.24% 82
2025
Q3 		$1.94M Hold
13,918
– – 0.23% 85
2025
Q2 		$1.88M Buy
13,918
+1,747
+14% +$236K 0.23% 83
2025
Q1 		$1.78M Buy
12,171
+2,345
+24% +$341K 0.23% 85
2024
Q4 		$1.35M Sell
9,826
-3,886
-28% -$569K 0.17% 107
2024
Q3 		$2.11M Buy
13,712
+174
+1% +$26.4K 0.24% 86
2024
Q2 		$1.97M Sell
13,538
-150
-1% -$21.5K 0.24% 88
2024
Q1 		$2.02M Sell
13,688
-558
-4% -$80K 0.24% 90
2023
Q4 		$1.94M Sell
14,246
-290
-2% -$37.7K 0.25% 91
2023
Q3 		$1.87M Sell
14,536
-147
-1% -$19.5K 0.27% 86
2023
Q2 		$1.95M Buy
14,683
+291
+2% +$38.4K 0.28% 83
2023
Q1 		$1.86M Buy
14,392
+197
+1% +$25.7K 0.29% 81
2022
Q4 		$1.93M Buy
14,195
+3,438
+32% +$456K 0.29% 82
2022
Q3 		$1.3M Buy
10,757
+49
+0.5% +$6.31K 0.22% 99
2022
Q2 		$1.37M Buy
10,708
+210
+2% +$27.5K 0.21% 104
2022
Q1 		$1.44M Buy
10,498
+1,234
+13% +$163K 0.18% 115
2021
Q4 		$1.3M Buy
+9,264
New +$1.23M 0.16% 117

Other funds holding XLV

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Cypress Capital Group's XLV Position: Q2 2026 in Review

Cypress Capital Group increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.5% in Q2 2026, buying an estimated $30.5K and bringing the position to 13,853 shares worth $2.2M. The position accounts for 0.21% of the portfolio, ranked #99.

Cypress Capital Group first reported a position in XLV in Q4 2021 and has held it in 19 quarters since. 1,474 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Cypress Capital Group held 13,853 shares of State Street Health Care Select Sector SPDR ETF worth $2.2M as of Q2 2026.
  • Cypress Capital Group bought 205 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $30.5K.
  • State Street Health Care Select Sector SPDR ETF made up 0.21% of Cypress Capital Group's portfolio in Q2 2026, its #99 holding.
  • Cypress Capital Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,474 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Cypress Capital Group's 13F filing for Q2 2026, filed 5 Aug 2026.