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

Baron Financial 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 Q3	$211K	Buy	+1,255	New	+$209K	0.1%	57
2022 Q3	–	Sell	-1,305	Closed	-$167K	–	206
2022 Q2	$167K	Sell	1,305 -104	-7%	-$13.6K	0.11%	49
2022 Q1	$193K	Buy	1,409 +104	+8%	+$13.8K	0.11%	48
2021 Q4	$184K	Hold	1,305	–	–	0.1%	50
2021 Q3	$166K	Hold	1,305	–	–	0.1%	49
2021 Q2	$164K	Sell	1,305 -16	-1%	-$1.96K	0.1%	49
2021 Q1	$154K	Buy	1,321 +165	+14%	+$19K	0.11%	51
2020 Q4	$131K	Sell	1,156 -160	-12%	-$17.5K	0.1%	56
2020 Q3	$139K	Buy	+1,316	New	+$139K	0.13%	49

Other funds holding XLV

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Baron Financial Group's XLV Position: Q3 2026 in Review

Baron Financial Group opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2026: 1,255 shares worth $211K. The stake represents 0.1% of the portfolio and ranks #57 among its holdings. This is a return to the name: Baron Financial Group previously reported a position in XLV as recently as Q2 2022.

Baron Financial Group first reported a position in XLV in Q3 2020 and has held it in 9 quarters since. 101 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

Baron Financial Group held 1,255 shares of State Street Health Care Select Sector SPDR ETF worth $211K as of Q3 2026.
State Street Health Care Select Sector SPDR ETF was a new Baron Financial Group position in Q3 2026.
State Street Health Care Select Sector SPDR ETF made up 0.1% of Baron Financial Group's portfolio in Q3 2026, its #57 holding.
Baron Financial Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2020 and has held it in 9 quarters since.
101 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on Baron Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.