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

Comprehensive 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	$11.5K	Sell	73 -47	-39%	-$6.99K	0.01%	275
2026 Q1	$17.6K	Hold	120	–	–	0.01%	227
2025 Q4	$18.6K	Hold	120	–	–	0.01%	220
2025 Q3	$16.7K	Buy	120 +1	+0.8%	+$135	0.01%	216
2025 Q2	$16.1K	Hold	119	–	–	0.01%	206
2025 Q1	$17.4K	Hold	119	–	–	0.02%	184
2024 Q4	$16.4K	Buy	+119	New	+$17.4K	0.01%	214

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 22.9% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Comprehensive Financial Planning's XLV Position: Q2 2026 in Review

Comprehensive Financial Planning reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 39% in Q2 2026, selling an estimated $6.99K and leaving 73 shares worth $11.5K. The position accounts for 0.01% of the portfolio, ranked #275.

Comprehensive Financial Planning first reported a position in XLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.6K in Q4 2025. 1,866 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Comprehensive Financial Planning held 73 shares of State Street Health Care Select Sector SPDR ETF worth $11.5K as of Q2 2026.
Comprehensive Financial Planning sold 47 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $6.99K.
State Street Health Care Select Sector SPDR ETF made up 0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #275 holding.
Comprehensive Financial Planning first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's State Street Health Care Select Sector SPDR ETF position peaked at $18.6K in Q4 2025.
1,866 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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