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

Clark Financial Services 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 Q2	$3.26M	Buy	20,521 +83	+0.4%	+$12.3K	1.54%	16
2026 Q1	$3M	Buy	+20,438	New	+$3.15M	1.62%	17
2022 Q1	$1.42M	Sell	10,363 -2	-0%	-$265	1.04%	17
2021 Q4	$1.46M	Buy	10,365 +211	+2%	+$28K	0.98%	23
2021 Q3	$1.29M	Buy	10,154 +365	+4%	+$48.2K	1%	21
2021 Q2	$1.23M	Buy	+9,789	New	+$1.2M	0.97%	24

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

Clark Financial Services Group's XLV Position: Q2 2026 in Review

Clark Financial Services Group increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.41% in Q2 2026, buying an estimated $12.3K and bringing the position to 20,521 shares worth $3.26M. The position accounts for 1.54% of the portfolio, ranked #16.

Clark Financial Services Group first reported a position in XLV in Q2 2021 and has held it in 6 quarters since. 1,846 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Clark Financial Services Group held 20,521 shares of State Street Health Care Select Sector SPDR ETF worth $3.26M as of Q2 2026.
Clark Financial Services Group bought 83 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $12.3K.
State Street Health Care Select Sector SPDR ETF made up 1.54% of Clark Financial Services Group's portfolio in Q2 2026, its #16 holding.
Clark Financial Services Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2021 and has held it in 6 quarters since.
1,846 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Clark Financial Services Group's 13F filing for Q2 2026, filed 15 Jul 2026.