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FCG Investment Company’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

FCG Investment Company’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 		$304K Hold
1,918
– – 0.11% 110
2026
Q1 		$281K Buy
+1,918
New +$296K 0.12% 88
2025
Q3 		$729K Buy
+5,237
New +$709K 0.34% 62

Other funds holding XLV

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
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

FCG Investment Company's XLV Position: Q2 2026 in Review

FCG Investment Company held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 1,918 shares worth $304K. The position accounts for 0.11% of the portfolio, ranked #110.

FCG Investment Company first reported a position in XLV in Q3 2025 and has held it in 3 quarters since. The position peaked at $729K in Q3 2025. 738 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • FCG Investment Company held 1,918 shares of State Street Health Care Select Sector SPDR ETF worth $304K as of Q2 2026.
  • FCG Investment Company left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Health Care Select Sector SPDR ETF made up 0.11% of FCG Investment Company's portfolio in Q2 2026, its #110 holding.
  • FCG Investment Company first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2025 and has held it in 3 quarters since.
  • FCG Investment Company's State Street Health Care Select Sector SPDR ETF position peaked at $729K in Q3 2025.
  • 738 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on FCG Investment Company's 13F filing for Q2 2026, filed 13 Jul 2026.