AmeriFlex Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

AmeriFlex Group’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	$48.9K	Hold	333	–	–	0.02%	424
2025 Q4	$51.5K	Sell	333 -124	-27%	-$18.6K	0.03%	411
2025 Q3	$63.6K	Sell	457 -2,333	-84%	-$316K	0.02%	422
2025 Q2	$374K	Sell	2,790 -252	-8%	-$34K	0.2%	104
2025 Q1	$444K	Buy	3,042 +53	+2%	+$7.7K	0.18%	115
2024 Q4	$439K	Buy	+2,989	New	+$437K	0.2%	106

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

AmeriFlex Group's XLV Position: Q1 2026 in Review

AmeriFlex Group held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q1 2026 at 333 shares worth $48.9K. The position accounts for 0.02% of the portfolio, ranked #424.

AmeriFlex Group first reported a position in XLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $444K in Q1 2025. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

AmeriFlex Group held 333 shares of State Street Health Care Select Sector SPDR ETF worth $48.9K as of Q1 2026.
AmeriFlex Group 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 0.02% of AmeriFlex Group's portfolio in Q1 2026, its #424 holding.
AmeriFlex Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's State Street Health Care Select Sector SPDR ETF position peaked at $444K 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 AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.