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

Bonfire 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	$6.36M	Buy	40,088 +1,596	+4%	+$237K	4.09%	7
2026 Q1	$5.64M	Sell	38,492 -3,082	-7%	-$475K	4.25%	8
2025 Q4	$6.44M	Buy	41,574 +953	+2%	+$143K	4.81%	7
2025 Q3	$5.65M	Buy	40,621 +817	+2%	+$111K	4.34%	8
2025 Q2	$5.37M	Buy	39,804 +2,268	+6%	+$306K	4.4%	7
2025 Q1	$5.48M	Buy	37,536 +3,307	+10%	+$480K	5.05%	6
2024 Q4	$4.71M	Buy	+34,229	New	+$5.01M	4.26%	9

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

Bonfire Financial's XLV Position: Q2 2026 in Review

Bonfire Financial increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 4.1% in Q2 2026, buying an estimated $237K and bringing the position to 40,088 shares worth $6.36M. The position accounts for 4.09% of the portfolio, ranked #7.

Bonfire Financial first reported a position in XLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.44M in Q4 2025. 1,848 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Bonfire Financial held 40,088 shares of State Street Health Care Select Sector SPDR ETF worth $6.36M as of Q2 2026.
Bonfire Financial bought 1,596 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $237K.
State Street Health Care Select Sector SPDR ETF made up 4.09% of Bonfire Financial's portfolio in Q2 2026, its #7 holding.
Bonfire Financial first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Bonfire Financial's State Street Health Care Select Sector SPDR ETF position peaked at $6.44M in Q4 2025.
1,848 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Bonfire Financial's 13F filing for Q2 2026, filed 10 Aug 2026.