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

Coordinated Financial Services’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 Q1	$783K	Sell	5,343 -78	-1%	-$12K	0.45%	66
2025 Q4	$839K	Sell	5,421 -157	-3%	-$23.5K	0.48%	63
2025 Q3	$776K	Sell	5,578 -498	-8%	-$67.4K	0.5%	63
2025 Q2	$819K	Buy	6,076 +213	+4%	+$28.8K	0.57%	55
2025 Q1	$856K	Sell	5,863 -540	-8%	-$78.4K	0.66%	45
2024 Q4	$881K	Buy	+6,403	New	+$937K	0.69%	43
2024 Q2	$884K	Sell	6,065 -347	-5%	-$49.8K	0.76%	38
2024 Q1	$947K	Buy	+6,412	New	+$920K	0.83%	35

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Coordinated Financial Services's XLV Position: Q1 2026 in Review

Coordinated Financial Services reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.4% in Q1 2026, selling an estimated $12K and leaving 5,343 shares worth $783K. The position accounts for 0.45% of the portfolio, ranked #66.

Coordinated Financial Services first reported a position in XLV in Q1 2024 and has held it in 8 quarters since. The position peaked at $947K in Q1 2024. 1,803 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Coordinated Financial Services held 5,343 shares of State Street Health Care Select Sector SPDR ETF worth $783K as of Q1 2026.
Coordinated Financial Services sold 78 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $12K.
State Street Health Care Select Sector SPDR ETF made up 0.45% of Coordinated Financial Services's portfolio in Q1 2026, its #66 holding.
Coordinated Financial Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2024 and has held it in 8 quarters since.
Coordinated Financial Services's State Street Health Care Select Sector SPDR ETF position peaked at $947K in Q1 2024.
1,803 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.