EFS
XLV icon

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

Econ 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
Q2 		$6.52M Buy
41,080
+3,808
+10% +$567K 3.05% 5
2026
Q1 		$5.46M Buy
37,272
+8,874
+31% +$1.37M 2.54% 9
2025
Q4 		$4.4M Sell
28,398
-10,229
-26% -$1.53M 2.2% 9
2025
Q3 		$5.38M Buy
38,627
+2,524
+7% +$342K 2.68% 8
2025
Q2 		$4.87M Buy
+36,103
New +$4.88M 2.51% 10
2024
Q4 		– Sell
-24,123
Closed -$3.72M – 112
2024
Q3 		$3.72M Sell
24,123
-9,243
-28% -$1.4M 2.08% 9
2024
Q2 		$4.86M Buy
33,366
+11,442
+52% +$1.64M 3.01% 7
2024
Q1 		$3.24M Buy
21,924
+16,918
+338% +$2.43M 2.01% 13
2023
Q4 		$683K Buy
5,006
+12
+0.2% +$1.56K 0.48% 50
2023
Q3 		$643K Buy
4,994
+2,037
+69% +$270K 0.47% 51
2023
Q2 		$392K Sell
2,957
-37
-1% -$4.88K 0.28% 74
2023
Q1 		$388K Sell
2,994
-13,074
-81% -$1.71M 0.29% 74
2022
Q4 		$2.18M Sell
16,068
-72
-0.4% -$9.54K 2.21% 21
2022
Q3 		$1.96M Buy
+16,140
New +$2.08M 1.61% 27
2022
Q1 		– Sell
-11,750
Closed -$1.66M – 208
2021
Q4 		$1.66M Buy
+11,750
New +$1.56M 1.22% 26

Other funds holding XLV

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Econ Financial Services's XLV Position: Q2 2026 in Review

Econ Financial Services increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 10% in Q2 2026, buying an estimated $567K and bringing the position to 41,080 shares worth $6.52M. The position accounts for 3.05% of the portfolio, ranked #5.

Econ Financial Services first reported a position in XLV in Q4 2021 and has held it in 15 quarters since. 882 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Econ Financial Services held 41,080 shares of State Street Health Care Select Sector SPDR ETF worth $6.52M as of Q2 2026.
  • Econ Financial Services bought 3,808 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $567K.
  • State Street Health Care Select Sector SPDR ETF made up 3.05% of Econ Financial Services's portfolio in Q2 2026, its #5 holding.
  • Econ Financial Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 15 quarters since.
  • 882 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Econ Financial Services's 13F filing for Q2 2026, filed 23 Jul 2026.