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Family Legacy Financial Solutions’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Family Legacy Financial Solutions’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 		$135K Buy
+852
New +$127K 0.08% 58
2025
Q4 		– Sell
-850
Closed -$118K – 247
2025
Q3 		$118K Buy
850
+1
+0.1% +$135 0.09% 66
2025
Q2 		$114K Buy
+849
New +$115K 0.1% 67

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

Family Legacy Financial Solutions's XLV Position: Q2 2026 in Review

Family Legacy Financial Solutions opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 852 shares worth $135K. The stake represents 0.08% of the portfolio and ranks #58 among its holdings. This is a return to the name: Family Legacy Financial Solutions previously reported a position in XLV as recently as Q3 2025.

Family Legacy Financial Solutions first reported a position in XLV in Q2 2025 and has held it in 3 quarters since. 795 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Family Legacy Financial Solutions held 852 shares of State Street Health Care Select Sector SPDR ETF worth $135K as of Q2 2026.
  • State Street Health Care Select Sector SPDR ETF was a new Family Legacy Financial Solutions position in Q2 2026.
  • State Street Health Care Select Sector SPDR ETF made up 0.08% of Family Legacy Financial Solutions's portfolio in Q2 2026, its #58 holding.
  • Family Legacy Financial Solutions first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2025 and has held it in 3 quarters since.
  • 795 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Family Legacy Financial Solutions's 13F filing for Q2 2026, filed 14 Jul 2026.