AAFMAA Wealth Management & Trust’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

AAFMAA Wealth Management & Trust’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	$1.73M	Buy	10,915 +518	+5%	+$77.1K	0.6%	34
2026 Q1	$1.52M	Sell	10,397 -661	-6%	-$102K	0.59%	42
2025 Q4	$1.71M	Sell	11,058 -1,068	-9%	-$160K	0.67%	42
2025 Q3	$1.69M	Buy	12,126 +394	+3%	+$53.3K	0.67%	42
2025 Q2	$1.58M	Buy	11,732 +2,763	+31%	+$373K	0.65%	42
2025 Q1	$1.31M	Sell	8,969 -18,579	-67%	-$2.7M	0.59%	60
2024 Q4	$3.79M	Buy	27,548 +804	+3%	+$118K	1.66%	16
2024 Q3	$4.12M	Buy	26,744 +16,181	+153%	+$2.45M	1.82%	15
2024 Q2	$1.54M	Buy	+10,563	New	+$1.52M	0.76%	49

Other funds holding XLV

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

AAFMAA Wealth Management & Trust's XLV Position: Q2 2026 in Review

AAFMAA Wealth Management & Trust increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 5% in Q2 2026, buying an estimated $77.1K and bringing the position to 10,915 shares worth $1.73M. The position accounts for 0.6% of the portfolio, ranked #34.

AAFMAA Wealth Management & Trust first reported a position in XLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.12M in Q3 2024. 603 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

AAFMAA Wealth Management & Trust held 10,915 shares of State Street Health Care Select Sector SPDR ETF worth $1.73M as of Q2 2026.
AAFMAA Wealth Management & Trust bought 518 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $77.1K.
State Street Health Care Select Sector SPDR ETF made up 0.6% of AAFMAA Wealth Management & Trust's portfolio in Q2 2026, its #34 holding.
AAFMAA Wealth Management & Trust first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
AAFMAA Wealth Management & Trust's State Street Health Care Select Sector SPDR ETF position peaked at $4.12M in Q3 2024.
603 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2026, filed 8 Jul 2026.