Superior Planning, LLC’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Superior Planning, LLC’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 Q3	$6.74K	Buy	+40	New	+$6.67K	﹤0.01%	1091

Other funds holding XLV

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Superior Planning, LLC's XLV Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2026: 40 shares worth $6.74K. The stake represents ﹤0.01% of the portfolio and ranks #1091 among its holdings.

1,537 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

Superior Planning, LLC held 40 shares of State Street Health Care Select Sector SPDR ETF worth $6.74K as of Q3 2026.
State Street Health Care Select Sector SPDR ETF was a new Superior Planning, LLC position in Q3 2026.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1091 holding.
1,537 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.