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XLV icon

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

Fiduciary 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 		$250K Sell
1,574
-182
-10% -$27.1K 0.03% 332
2026
Q1 		$257K Buy
1,756
+36
+2% +$5.55K 0.03% 296
2025
Q4 		$266K Buy
1,720
+54
+3% +$8.09K 0.04% 275
2025
Q3 		$232K Buy
1,666
+19
+1% +$2.57K 0.04% 286
2025
Q2 		$225K Buy
1,647
+27
+2% +$3.65K 0.04% 274
2025
Q1 		$219K Buy
1,620
+1
+0.1% +$145 0.05% 262
2024
Q4 		$226K Buy
1,619
+254
+19% +$37.2K 0.05% 250
2024
Q3 		$207K Buy
1,365
+2
+0.1% +$303 0.05% 250
2024
Q2 		$204K Buy
+1,363
New +$196K 0.05% 248

Other funds holding XLV

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

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

Fiduciary Financial Group reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 10% in Q2 2026, selling an estimated $27.1K and leaving 1,574 shares worth $250K. The position accounts for 0.03% of the portfolio, ranked #332.

Fiduciary Financial Group first reported a position in XLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $266K in Q4 2025. 1,063 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Fiduciary Financial Group held 1,574 shares of State Street Health Care Select Sector SPDR ETF worth $250K as of Q2 2026.
  • Fiduciary Financial Group sold 182 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $27.1K.
  • State Street Health Care Select Sector SPDR ETF made up 0.03% of Fiduciary Financial Group's portfolio in Q2 2026, its #332 holding.
  • Fiduciary Financial Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2024 and has held it in 9 quarters since.
  • Fiduciary Financial Group's State Street Health Care Select Sector SPDR ETF position peaked at $266K in Q4 2025.
  • 1,063 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.