Abound Financial’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Abound 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 Q1	$147	Hold	1	–	–	﹤0.01%	280
2025 Q4	$155	Buy	+1	New	+$150	﹤0.01%	273
2025 Q2	–	Sell	-10,981	Closed	-$1.6M	–	261
2025 Q1	$1.6M	Buy	10,981 +37	+0.3%	+$5.38K	0.81%	22
2024 Q4	$1.51M	Buy	+10,944	New	+$1.6M	0.76%	25

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Abound Financial's XLV Position: Q1 2026 in Review

Abound Financial held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q1 2026 at 1 share worth $147. The position accounts for ﹤0.01% of the portfolio, ranked #280.

Abound Financial first reported a position in XLV in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.6M in Q1 2025. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Abound Financial held 1 share of State Street Health Care Select Sector SPDR ETF worth $147 as of Q1 2026.
Abound Financial left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of Abound Financial's portfolio in Q1 2026, its #280 holding.
Abound Financial first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 4 quarters since.
Abound Financial's State Street Health Care Select Sector SPDR ETF position peaked at $1.6M in Q1 2025.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Abound Financial's 13F filing for Q1 2026, filed 4 May 2026.