Mackenzie Financial’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Mackenzie Financial’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 Q1	$367K	Buy	+2,501	New	+$386K	﹤0.01%	1269
2025 Q3	–	Sell	-3,934	Closed	-$530K	–	1864
2025 Q2	$530K	Sell	3,934 -9,141	-70%	-$1.23M	﹤0.01%	1212
2025 Q1	$1.91M	Buy	13,075 +6,450	+97%	+$937K	﹤0.01%	800
2024 Q4	$911K	Sell	6,625 -9,985	-60%	-$1.46M	﹤0.01%	965
2024 Q3	$2.56M	Buy	16,610 +6,000	+57%	+$909K	﹤0.01%	675
2024 Q2	$1.55M	Sell	10,610 -5,915	-36%	-$848K	﹤0.01%	784
2024 Q1	$2.44M	Buy	16,525 +10,532	+176%	+$1.51M	﹤0.01%	699
2023 Q4	$817K	Sell	5,993 -14,041	-70%	-$1.83M	﹤0.01%	901
2023 Q3	$2.55M	Buy	20,034 +9,843	+97%	+$1.31M	﹤0.01%	661
2023 Q2	$1.34M	Buy	10,191 +7,242	+246%	+$955K	﹤0.01%	799
2023 Q1	$382K	Sell	2,949 -10,586	-78%	-$1.38M	﹤0.01%	1100
2022 Q4	$1.84M	Sell	13,535 -12,781	-49%	-$1.69M	﹤0.01%	689
2022 Q3	$3.19M	Sell	26,316 -3,664	-12%	-$472K	0.01%	597
2022 Q2	$3.85M	Sell	29,980 -24,680	-45%	-$3.23M	0.01%	582
2022 Q1	$7.49M	Buy	54,660 +36,574	+202%	+$4.84M	0.01%	508
2021 Q4	$2.55M	Buy	18,086 +14,379	+388%	+$1.91M	﹤0.01%	721
2021 Q3	$472K	Buy	3,707 +1,835	+98%	+$243K	﹤0.01%	1007
2021 Q2	$236K	Sell	1,872 -24,628	-93%	-$3.02M	﹤0.01%	1122
2021 Q1	$3.09M	Sell	26,500 -15,200	-36%	-$1.75M	﹤0.01%	618
2020 Q4	$4.73M	Buy	+41,700	New	+$4.55M	0.01%	460
2020 Q2	–	Sell	-667,825	Closed	-$59.2M	–	1147
2020 Q1	$59.2M	Buy	667,825 +69,665	+12%	+$6.77M	0.19%	130
2019 Q4	$60.9M	Buy	+598,160	New	+$57.5M	0.15%	153
2019 Q3	–	Sell	-232,001	Closed	-$21.5M	–	1109
2019 Q2	$21.5M	Buy	232,001 +67,679	+41%	+$6.08M	0.06%	233
2019 Q1	$15.1M	Sell	164,322 -392,514	-70%	-$35.4M	0.04%	310
2018 Q4	$48.2M	Buy	556,836 +478,436	+610%	+$43.3M	0.13%	161
2018 Q3	$7.46M	Buy	+78,400	New	+$7.08M	0.02%	402

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Mackenzie Financial's XLV Position: Q1 2026 in Review

Mackenzie Financial opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026: 2,501 shares worth $367K. The stake represents ﹤0.01% of the portfolio and ranks #1269 among its holdings. This is a return to the name: Mackenzie Financial previously reported a position in XLV as recently as Q2 2025.

Mackenzie Financial first reported a position in XLV in Q3 2018 and has held it in 26 quarters since. The position peaked at $60.9M in Q4 2019. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Mackenzie Financial held 2,501 shares of State Street Health Care Select Sector SPDR ETF worth $367K as of Q1 2026.
State Street Health Care Select Sector SPDR ETF was a new Mackenzie Financial position in Q1 2026.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of Mackenzie Financial's portfolio in Q1 2026, its #1269 holding.
Mackenzie Financial first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2018 and has held it in 26 quarters since.
Mackenzie Financial's State Street Health Care Select Sector SPDR ETF position peaked at $60.9M in Q4 2019.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.