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 Q2	$43.8K	Buy	276 +275	+27,500%	+$40.9K	0.02%	133
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 $1.55T 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

Abound Financial's XLV Position: Q2 2026 in Review

Abound Financial increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 27,500% in Q2 2026, buying an estimated $40.9K and bringing the position to 276 shares worth $43.8K. The position accounts for 0.02% of the portfolio, ranked #133.

Abound Financial first reported a position in XLV in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.6M in Q1 2025. 1,861 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Abound Financial held 276 shares of State Street Health Care Select Sector SPDR ETF worth $43.8K as of Q2 2026.
Abound Financial bought 275 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $40.9K.
State Street Health Care Select Sector SPDR ETF made up 0.02% of Abound Financial's portfolio in Q2 2026, its #133 holding.
Abound Financial first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 5 quarters since.
Abound Financial's State Street Health Care Select Sector SPDR ETF position peaked at $1.6M in Q1 2025.
1,861 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Abound Financial's 13F filing for Q2 2026, filed 14 Aug 2026.