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 Q2	$5.92M	Buy	37,333 +529	+1%	+$78.7K	0.46%	56
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Fiduciary Group's XLV Position: Q2 2026 in Review

Fiduciary Group increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.4% in Q2 2026, buying an estimated $78.7K and bringing the position to 37,333 shares worth $5.92M. The position accounts for 0.46% of the portfolio, ranked #56.

Fiduciary Group first reported a position in XLV in Q2 2020 and has held it in 25 quarters since. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Fiduciary Group held 37,333 shares of State Street Health Care Select Sector SPDR ETF worth $5.92M as of Q2 2026.
Fiduciary Group bought 529 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $78.7K.
State Street Health Care Select Sector SPDR ETF made up 0.46% of Fiduciary Group's portfolio in Q2 2026, its #56 holding.
Fiduciary Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2020 and has held it in 25 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 Fiduciary Group's 13F filing for Q2 2026, filed 10 Aug 2026.