F/M Investments’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

F/M Investments’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	$724K	Buy	4,562 +411	+10%	+$61.1K	0.04%	222
2026 Q1	$609K	Buy	4,151 +341	+9%	+$52.6K	0.04%	216
2025 Q4	$590K	Buy	3,810 +625	+20%	+$93.6K	0.02%	320
2025 Q3	$443K	Buy	3,185 +718	+29%	+$97.2K	0.02%	342
2025 Q2	$333K	Buy	+2,467	New	+$333K	0.01%	356

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

F/M Investments's XLV Position: Q2 2026 in Review

F/M Investments increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 9.9% in Q2 2026, buying an estimated $61.1K and bringing the position to 4,562 shares worth $724K. The position accounts for 0.04% of the portfolio, ranked #222.

F/M Investments first reported a position in XLV in Q2 2025 and has held it in 5 quarters since. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

F/M Investments held 4,562 shares of State Street Health Care Select Sector SPDR ETF worth $724K as of Q2 2026.
F/M Investments bought 411 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $61.1K.
State Street Health Care Select Sector SPDR ETF made up 0.04% of F/M Investments's portfolio in Q2 2026, its #222 holding.
F/M Investments first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2025 and has held it in 5 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 F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.