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Facet Wealth Inc’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Facet Wealth Inc’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 		$475K Buy
2,995
+661
+28% +$98.3K 0.01% 225
2026
Q1 		$342K Buy
2,334
+266
+13% +$41K 0.01% 233
2025
Q4 		$319K Buy
2,068
+149
+8% +$22.3K 0.01% 214
2025
Q3 		$267K Buy
+1,919
New +$260K 0.01% 177

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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

Facet Wealth Inc's XLV Position: Q2 2026 in Review

Facet Wealth Inc increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 28% in Q2 2026, buying an estimated $98.3K and bringing the position to 2,995 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #225.

Facet Wealth Inc first reported a position in XLV in Q3 2025 and has held it in 4 quarters since. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Facet Wealth Inc held 2,995 shares of State Street Health Care Select Sector SPDR ETF worth $475K as of Q2 2026.
  • Facet Wealth Inc bought 661 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $98.3K.
  • State Street Health Care Select Sector SPDR ETF made up 0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #225 holding.
  • Facet Wealth Inc first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.