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

Ethos Financial 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	$1.03M	Buy	6,224 +60	+1%	+$8.93K	0.07%	223
2026 Q1	$904K	Buy	6,164 +265	+4%	+$40.9K	0.07%	216
2025 Q4	$913K	Buy	5,899 +206	+4%	+$30.9K	0.07%	205
2025 Q3	$792K	Buy	5,693 +24	+0.4%	+$3.25K	0.06%	206
2025 Q2	$764K	Buy	5,669 +3,733	+193%	+$504K	0.07%	205
2025 Q1	$266K	Hold	1,936	–	–	0.03%	338
2024 Q4	$266K	Buy	1,936 +27	+1%	+$3.95K	0.03%	239
2024 Q3	$294K	Hold	1,909	–	–	0.05%	210
2024 Q2	$278K	Hold	1,909	–	–	0.05%	210
2024 Q1	$282K	Sell	1,909 -446	-19%	-$64K	0.05%	212
2023 Q4	$321K	Hold	2,355	–	–	0.07%	190
2023 Q3	$303K	Sell	2,355 -281	-11%	-$37.3K	0.08%	134
2023 Q2	$341K	Hold	2,636	–	–	0.12%	95
2023 Q1	$341K	Sell	2,636 -47	-2%	-$6.14K	0.11%	114
2022 Q4	$364K	Buy	+2,683	New	+$356K	0.12%	92

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 22.96% 1-Year Est. Return

HIIFS

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

Ethos Financial Group's XLV Position: Q2 2026 in Review

Ethos Financial Group increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.97% in Q2 2026, buying an estimated $8.93K and bringing the position to 6,224 shares worth $1.03M. The position accounts for 0.07% of the portfolio, ranked #223.

Ethos Financial Group first reported a position in XLV in Q4 2022 and has held it in 15 quarters since. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Ethos Financial Group held 6,224 shares of State Street Health Care Select Sector SPDR ETF worth $1.03M as of Q2 2026.
Ethos Financial Group bought 60 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $8.93K.
State Street Health Care Select Sector SPDR ETF made up 0.07% of Ethos Financial Group's portfolio in Q2 2026, its #223 holding.
Ethos Financial Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.