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

Community 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	$175K	Hold	1,097	–	–	0.03%	139
2026 Q1	$162K	Buy	+1,097	New	+$169K	0.03%	126
2024 Q4	–	Sell	-1,363	Closed	-$210K	–	126
2024 Q3	$210K	Buy	+1,363	New	+$207K	0.04%	120
2024 Q2	–	Sell	-1,385	Closed	-$205K	–	142
2024 Q1	$205K	Buy	+1,385	New	+$199K	0.05%	139
2023 Q3	$676K	Buy	+5,252	New	+$697K	0.17%	76
2021 Q4	$1.04M	Buy	7,390 +868	+13%	+$115K	0.26%	54
2021 Q3	$831K	Sell	6,522 -567	-8%	-$74.9K	0.23%	53
2021 Q2	$893K	Buy	7,089 +167	+2%	+$20.5K	0.25%	55
2021 Q1	$808K	Buy	6,922 +1,073	+18%	+$124K	0.24%	58
2020 Q4	$664K	Buy	5,849 +373	+7%	+$40.7K	0.21%	57
2020 Q3	$578K	Buy	5,476 +94	+2%	+$9.89K	0.21%	56
2020 Q2	$539K	Sell	5,382 -208	-4%	-$20.5K	0.2%	55
2020 Q1	$495K	Sell	5,590 -95	-2%	-$9.23K	0.17%	54
2019 Q4	$579K	Buy	5,685 +173	+3%	+$16.6K	0.15%	54
2019 Q3	$497K	Buy	5,512 +378	+7%	+$34.5K	0.14%	56
2019 Q2	$476K	Buy	5,134 +1,027	+25%	+$92.3K	0.16%	49
2019 Q1	$377K	Buy	+4,107	New	+$370K	0.13%	62
2015 Q4	–	Sell	-1,881	Closed	-$125K	–	238
2015 Q3	$125K	Sell	1,881 -390	-17%	-$28.5K	0.06%	84
2015 Q2	$169K	Hold	2,271	–	–	0.08%	76
2015 Q1	$165K	Sell	2,271 -1,000	-31%	-$71.3K	0.08%	76
2014 Q4	$224K	Hold	3,271	–	–	0.1%	74
2014 Q3	$209K	Hold	3,271	–	–	0.1%	72
2014 Q2	$199K	Buy	3,271 +271	+9%	+$15.9K	0.1%	72
2014 Q1	$175K	Buy	+3,000	New	+$173K	0.09%	74
2013 Q4	–	Sell	-2,000	Closed	-$101K	–	199
2013 Q3	$101K	Sell	2,000 -300	-13%	-$15.1K	0.06%	85
2013 Q2	$110K	Buy	+2,300	New	+$110K	0.07%	83

Other funds holding XLV

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

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

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

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

Community Financial Services Group held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 1,097 shares worth $175K. The position accounts for 0.03% of the portfolio, ranked #139.

Community Financial Services Group first reported a position in XLV in Q2 2013 and has held it in 26 quarters since. The position peaked at $1.04M in Q4 2021. 371 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Community Financial Services Group held 1,097 shares of State Street Health Care Select Sector SPDR ETF worth $175K as of Q2 2026.
Community Financial Services Group 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 0.03% of Community Financial Services Group's portfolio in Q2 2026, its #139 holding.
Community Financial Services Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and has held it in 26 quarters since.
Community Financial Services Group's State Street Health Care Select Sector SPDR ETF position peaked at $1.04M in Q4 2021.
371 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.