Mutual Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.4M | Sell |
23,203
-4,163
| -15% | -$642K | 0.07% | 259 |
|
|
2025
Q4 | $4.24M | Buy |
27,366
+2,765
| +11% | +$414K | 0.09% | 214 |
|
|
2025
Q3 | $3.59M | Sell |
24,601
-5,325
| -18% | -$721K | 0.08% | 239 |
|
|
2025
Q2 | $4.08M | Sell |
29,926
-5,417
| -15% | -$731K | 0.1% | 198 |
|
|
2025
Q1 | $4.88M | Buy |
35,343
+368
| +1% | +$53.5K | 0.14% | 151 |
|
|
2024
Q4 | $4.94M | Sell |
34,975
-1,305
| -4% | -$191K | 0.14% | 137 |
|
|
2024
Q3 | $5.42M | Sell |
36,280
-27,537
| -43% | -$4.17M | 0.16% | 127 |
|
|
2024
Q2 | $9.58M | Buy |
63,817
+14,814
| +30% | +$2.13M | 0.29% | 64 |
|
|
2024
Q1 | $7.24M | Buy |
49,003
+1,323
| +3% | +$190K | 0.23% | 87 |
|
|
2023
Q4 | $6.5M | Buy |
47,680
+8,501
| +22% | +$1.11M | 0.23% | 91 |
|
|
2023
Q3 | $5.04M | Sell |
39,179
-10,764
| -22% | -$1.43M | 0.2% | 104 |
|
|
2023
Q2 | $6.63M | Sell |
49,943
-17,218
| -26% | -$2.27M | 0.25% | 79 |
|
|
2023
Q1 | $8.69M | Buy |
67,161
+17,084
| +34% | +$2.23M | 0.36% | 47 |
|
|
2022
Q4 | $6.8M | Sell |
50,077
-5,720
| -10% | -$758K | 0.3% | 68 |
|
|
2022
Q3 | $6.76M | Buy |
55,797
+12,735
| +30% | +$1.64M | 0.35% | 58 |
|
|
2022
Q2 | $5.52M | Sell |
43,062
-4,399
| -9% | -$577K | 0.37% | 60 |
|
|
2022
Q1 | $6.5M | Sell |
47,461
-1,585
| -3% | -$210K | 0.36% | 54 |
|
|
2021
Q4 | $6.91M | Buy |
49,046
+23,294
| +90% | +$3.09M | 0.37% | 55 |
|
|
2021
Q3 | $3.28M | Buy |
25,752
+95
| +0.4% | +$12.6K | 0.19% | 128 |
|
|
2021
Q2 | $3.23M | Buy |
25,657
+7,771
| +43% | +$952K | 0.19% | 137 |
|
|
2021
Q1 | $2.09M | Sell |
17,886
-12,128
| -40% | -$1.4M | 0.14% | 177 |
|
|
2020
Q4 | $3.4M | Sell |
30,014
-11,535
| -28% | -$1.26M | 0.25% | 88 |
|
|
2020
Q3 | $4.38M | Sell |
41,549
-5,099
| -11% | -$537K | 0.38% | 58 |
|
|
2020
Q2 | $4.67M | Buy |
46,648
+36,238
| +348% | +$3.58M | 0.46% | 44 |
|
|
2020
Q1 | $922K | Sell |
10,410
-11,570
| -53% | -$1.12M | 0.13% | 187 |
|
|
2019
Q4 | $2.24M | Buy |
21,980
+100
| +0.5% | +$9.62K | 0.24% | 105 |
|
|
2019
Q3 | $1.97M | Buy |
21,880
+1,338
| +7% | +$122K | 0.26% | 94 |
|
|
2019
Q2 | $1.9M | Buy |
20,542
+90
| +0.4% | +$8.09K | 0.25% | 93 |
|
|
2019
Q1 | $1.88M | Buy |
20,452
+8,197
| +67% | +$739K | 0.28% | 85 |
|
|
2018
Q4 | $1.06M | Sell |
12,255
-4,082
| -25% | -$369K | 0.21% | 121 |
|
|
2018
Q3 | $1.55M | Buy |
16,337
+533
| +3% | +$48.2K | 0.24% | 103 |
|
|
2018
Q2 | $1.32M | Buy |
15,804
+1,224
| +8% | +$101K | 0.3% | 101 |
|
|
2018
Q1 | $1.19M | Buy |
14,580
+7,143
| +96% | +$608K | 0.3% | 107 |
|
|
2017
Q4 | $615K | Buy |
+7,437
| New | +$613K | 0.23% | 128 |
|
Other funds holding XLV
Mutual Advisors's XLV Position: Q1 2026 in Review
Mutual Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 15% in Q1 2026, selling an estimated $642K and leaving 23,203 shares worth $3.4M. The position accounts for 0.07% of the portfolio, ranked #259.
Mutual Advisors first reported a position in XLV in Q4 2017 and has held it in 34 quarters since. The position peaked at $9.58M in Q2 2024. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.
- Mutual Advisors held 23,203 shares of State Street Health Care Select Sector SPDR ETF worth $3.4M as of Q1 2026.
- Mutual Advisors sold 4,163 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $642K.
- State Street Health Care Select Sector SPDR ETF made up 0.07% of Mutual Advisors's portfolio in Q1 2026, its #259 holding.
- Mutual Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2017 and has held it in 34 quarters since.
- Mutual Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $9.58M in Q2 2024.
- 1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.