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

Compass Financial Management’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	$866K	Buy	+5,374	New	+$799K	0.1%	197

Other funds holding XLV

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Compass Financial Management's XLV Position: Q2 2026 in Review

Compass Financial Management opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 5,374 shares worth $866K. The stake represents 0.1% of the portfolio and ranks #197 among its holdings.

1,784 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Compass Financial Management held 5,374 shares of State Street Health Care Select Sector SPDR ETF worth $866K as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new Compass Financial Management position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.1% of Compass Financial Management's portfolio in Q2 2026, its #197 holding.
1,784 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.