CFFP
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Center for Financial Planning’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Center for Financial Planning’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 		$43.3K Hold
273
– – ﹤0.01% 339
2026
Q1 		$40K Buy
273
+158
+137% +$24.4K ﹤0.01% 334
2025
Q4 		$17.8K Hold
115
– – ﹤0.01% 431
2025
Q3 		$16K Hold
115
– – ﹤0.01% 447
2025
Q2 		$15.5K Hold
115
– – ﹤0.01% 421
2025
Q1 		$16.8K Hold
115
– – ﹤0.01% 413
2024
Q4 		$15.8K Hold
115
– – ﹤0.01% 370
2024
Q3 		$17.7K Hold
115
– – ﹤0.01% 346
2024
Q2 		$16.8K Hold
115
– – ﹤0.01% 334
2024
Q1 		$17K Hold
115
– – ﹤0.01% 342
2023
Q4 		$15.7K Hold
115
– – ﹤0.01% 323
2023
Q3 		$14.8K Hold
115
– – ﹤0.01% 319
2023
Q2 		$15.3K Hold
115
– – ﹤0.01% 341
2023
Q1 		$14.9K Hold
115
– – ﹤0.01% 315
2022
Q4 		$15.6K Hold
115
– – ﹤0.01% 308
2022
Q3 		$14K Hold
115
– – ﹤0.01% 326
2022
Q2 		$15K Hold
115
– – ﹤0.01% 323
2022
Q1 		$16K Hold
115
– – ﹤0.01% 329
2021
Q4 		$16K Hold
115
– – ﹤0.01% 336
2021
Q3 		$15K Hold
115
– – ﹤0.01% 326
2021
Q2 		$14K Hold
115
– – ﹤0.01% 341
2021
Q1 		$13K Hold
115
– – ﹤0.01% 359
2020
Q4 		$13K Buy
+115
New +$12.6K ﹤0.01% 329

Other funds holding XLV

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Center for Financial Planning's XLV Position: Q2 2026 in Review

Center for Financial Planning held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 273 shares worth $43.3K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Center for Financial Planning first reported a position in XLV in Q4 2020 and has held it in 23 quarters since. 603 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Center for Financial Planning held 273 shares of State Street Health Care Select Sector SPDR ETF worth $43.3K as of Q2 2026.
  • Center for Financial Planning left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #339 holding.
  • Center for Financial Planning first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
  • 603 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.