FG
XLV icon

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

Fiduciary 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
Q1 		$5.4M Buy
36,804
+803
+2% +$124K 0.46% 57
2025
Q4 		$5.57M Buy
36,001
+916
+3% +$137K 0.47% 54
2025
Q3 		$4.88M Buy
35,085
+1,491
+4% +$202K 0.43% 58
2025
Q2 		$4.53M Buy
33,594
+1,345
+4% +$182K 0.43% 58
2025
Q1 		$4.71M Buy
32,249
+1,318
+4% +$191K 0.47% 55
2024
Q4 		$4.26M Buy
30,931
+2,552
+9% +$373K 0.43% 59
2024
Q3 		$4.37M Buy
28,379
+2,284
+9% +$346K 0.44% 59
2024
Q2 		$3.8M Buy
26,095
+1,405
+6% +$202K 0.41% 65
2024
Q1 		$3.65M Buy
24,690
+1,189
+5% +$171K 0.4% 68
2023
Q4 		$3.21M Buy
23,501
+19,268
+455% +$2.51M 0.38% 68
2023
Q3 		$545K Buy
4,233
+729
+21% +$96.8K 0.07% 155
2023
Q2 		$465K Sell
3,504
-128
-4% -$16.9K 0.06% 169
2023
Q1 		$470K Sell
3,632
-143
-4% -$18.7K 0.06% 163
2022
Q4 		$513K Sell
3,775
-315
-8% -$41.7K 0.07% 155
2022
Q3 		$551K Sell
4,090
-220
-5% -$28.3K 0.07% 149
2022
Q2 		$569K Buy
4,310
+271
+7% +$35.5K 0.07% 149
2022
Q1 		$509K Buy
4,039
+185
+5% +$24.5K 0.07% 151
2021
Q4 		$543K Sell
3,854
-25
-0.6% -$3.32K 0.06% 156
2021
Q3 		$514K Buy
3,879
+77
+2% +$10.2K 0.06% 156
2021
Q2 		$508K Buy
3,802
+939
+33% +$115K 0.06% 155
2021
Q1 		$347K Hold
2,863
– – 0.04% 175
2020
Q4 		$333K Buy
2,863
+127
+5% +$13.9K 0.04% 172
2020
Q3 		$289K Buy
2,736
+433
+19% +$45.6K 0.04% 169
2020
Q2 		$230K Buy
+2,303
New +$227K 0.04% 181

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Fiduciary Group's XLV Position: Q1 2026 in Review

Fiduciary Group increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.2% in Q1 2026, buying an estimated $124K and bringing the position to 36,804 shares worth $5.4M. The position accounts for 0.46% of the portfolio, ranked #57.

Fiduciary Group first reported a position in XLV in Q2 2020 and has held it in 24 quarters since. The position peaked at $5.57M in Q4 2025. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Fiduciary Group held 36,804 shares of State Street Health Care Select Sector SPDR ETF worth $5.4M as of Q1 2026.
  • Fiduciary Group bought 803 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $124K.
  • State Street Health Care Select Sector SPDR ETF made up 0.46% of Fiduciary Group's portfolio in Q1 2026, its #57 holding.
  • Fiduciary Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2020 and has held it in 24 quarters since.
  • Fiduciary Group's State Street Health Care Select Sector SPDR ETF position peaked at $5.57M in Q4 2025.
  • 1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.