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 Q2	–	Sell	-2,501	Closed	-$367K	–	1701
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 $1.55T 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

Mackenzie Financial's XLV Position: Q2 2026 in Review

Mackenzie Financial sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026, closing a stake of 2,501 shares — an estimated $367K sold.

Mackenzie Financial first reported a position in XLV in Q3 2018 and held it in 26 quarters. The position peaked at $60.9M in Q4 2019. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Mackenzie Financial reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Mackenzie Financial sold 2,501 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $367K.
Mackenzie Financial first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2018 and held it in 26 quarters.
Mackenzie Financial's State Street Health Care Select Sector SPDR ETF position peaked at $60.9M in Q4 2019.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.