MCF Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

MCF Advisors’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	$727K	Buy	4,583 +784	+21%	+$117K	0.03%	241
2026 Q1	$557K	Sell	3,799 -250	-6%	-$38.6K	0.02%	232
2025 Q4	$627K	Buy	4,049 +2,565	+173%	+$384K	0.03%	181
2025 Q3	$207K	Sell	1,484 -116	-7%	-$15.7K	0.01%	244
2025 Q2	$216K	Buy	1,600 +1	+0.1%	+$135	0.01%	228
2025 Q1	$233K	Sell	1,599 -28	-2%	-$4.07K	0.02%	209
2024 Q4	$224K	Sell	1,627 -87	-5%	-$12.7K	0.02%	221
2024 Q3	$264K	Hold	1,714	–	–	0.02%	204
2024 Q2	$250K	Buy	1,714 +1	+0.1%	+$143	0.02%	205
2024 Q1	$253K	Hold	1,713	–	–	0.02%	205
2023 Q4	$234K	Buy	1,713 +1	+0.1%	+$130	0.02%	210
2023 Q3	$220K	Sell	1,712 -8	-0.5%	-$1.06K	0.02%	201
2023 Q2	$228K	Buy	1,720 +1	+0.1%	+$132	0.02%	201
2023 Q1	$223K	Buy	1,719 +490	+40%	+$64K	0.02%	199
2022 Q4	$167K	Hold	1,229	–	–	0.02%	228
2022 Q3	$149K	Buy	1,229 +1	+0.1%	+$129	0.02%	222
2022 Q2	$158K	Sell	1,228 -219	-15%	-$28.7K	0.02%	205
2022 Q1	$198K	Buy	+1,447	New	+$192K	0.02%	201
2021 Q4	–	Sell	-1,447	Closed	-$184K	–	712
2021 Q3	$184K	Hold	1,447	–	–	0.02%	190
2021 Q2	$182K	Sell	1,447 -750	-34%	-$91.9K	0.02%	180
2021 Q1	$256K	Hold	2,197	–	–	0.03%	144
2020 Q4	$249K	Hold	2,197	–	–	0.03%	124
2020 Q3	$232K	Sell	2,197 -304	-12%	-$32K	0.03%	129
2020 Q2	$250K	Sell	2,501 -3,290	-57%	-$325K	0.03%	120
2020 Q1	$513K	Buy	5,791 +19	+0.3%	+$1.85K	0.09%	68
2019 Q4	$588K	Buy	5,772 +17	+0.3%	+$1.64K	0.09%	76
2019 Q3	$519K	Buy	5,755 +18	+0.3%	+$1.64K	0.08%	82
2019 Q2	$531K	Buy	5,737 +18	+0.3%	+$1.62K	0.09%	75
2019 Q1	$525K	Buy	5,719 +16	+0.3%	+$1.44K	0.09%	76
2018 Q4	$493K	Buy	5,703 +3,278	+135%	+$297K	0.09%	75
2018 Q3	$231K	Hold	2,425	–	–	0.04%	121
2018 Q2	$202K	Hold	2,425	–	–	0.04%	124
2018 Q1	$197K	Sell	2,425 -12	-0.5%	-$1.02K	0.04%	123
2017 Q4	$201K	Hold	2,437	–	–	0.04%	121
2017 Q3	$199K	Hold	2,437	–	–	0.04%	112
2017 Q2	$193K	Hold	2,437	–	–	0.04%	102
2017 Q1	$181K	Sell	2,437 -120	-5%	-$8.75K	0.04%	109
2016 Q4	$176K	Buy	2,557 +925	+57%	+$64.2K	0.04%	103
2016 Q3	$118K	Sell	1,632 -400	-20%	-$29.4K	0.03%	133
2016 Q2	$146K	Buy	2,032 +1,900	+1,439%	+$134K	0.04%	124
2016 Q1	$9K	Sell	132 -80	-38%	-$5.36K	﹤0.01%	342
2015 Q4	$15K	Buy	212 +200	+1,667%	+$14.1K	﹤0.01%	294
2015 Q3	$1K	Buy	+12	New	+$877	﹤0.01%	426
2014 Q3	–	Sell	-200	Closed	-$12K	–	472
2014 Q2	$12K	Buy	+200	New	+$11.8K	﹤0.01%	304

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

MCF Advisors's XLV Position: Q2 2026 in Review

MCF Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 21% in Q2 2026, buying an estimated $117K and bringing the position to 4,583 shares worth $727K. The position accounts for 0.03% of the portfolio, ranked #241.

MCF Advisors first reported a position in XLV in Q2 2014 and has held it in 44 quarters since. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

MCF Advisors held 4,583 shares of State Street Health Care Select Sector SPDR ETF worth $727K as of Q2 2026.
MCF Advisors bought 784 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $117K.
State Street Health Care Select Sector SPDR ETF made up 0.03% of MCF Advisors's portfolio in Q2 2026, its #241 holding.
MCF Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2014 and has held it in 44 quarters since.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.