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

Fiduciary Planning’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 Q3	$212K	Sell	1,256 -53	-4%	-$8.84K	0.05%	75
2026 Q2	$208K	Sell	1,309 -90	-6%	-$13.4K	0.05%	77
2026 Q1	$205K	Sell	1,399 -128	-8%	-$19.7K	0.06%	73
2025 Q4	$236K	Sell	1,527 -68	-4%	-$10.2K	0.07%	65
2025 Q3	$222K	Sell	1,595 -524	-25%	-$70.9K	0.07%	76
2025 Q2	$286K	Sell	2,119 -530	-20%	-$71.6K	0.09%	67
2025 Q1	$387K	Sell	2,649 -2,905	-52%	-$422K	0.13%	55
2024 Q4	$764K	Sell	5,554 -3,491	-39%	-$511K	0.25%	43
2024 Q3	$1.39M	Buy	9,045 +450	+5%	+$68.2K	0.47%	29
2024 Q2	$1.25M	Sell	8,595 -714	-8%	-$102K	0.45%	31
2024 Q1	$1.38M	Buy	9,309 +764	+9%	+$110K	0.52%	26
2023 Q4	$1.17M	Buy	8,545 +6,098	+249%	+$793K	0.5%	25
2023 Q3	$315K	Buy	+2,447	New	+$325K	0.15%	55

Other funds holding XLV

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.21B AUM 17.9% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Fiduciary Planning's XLV Position: Q3 2026 in Review

Fiduciary Planning reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 4% in Q3 2026, selling an estimated $8.84K and leaving 1,256 shares worth $212K. The position accounts for 0.05% of the portfolio, ranked #75.

Fiduciary Planning first reported a position in XLV in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.39M in Q3 2024. 1,086 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

Fiduciary Planning held 1,256 shares of State Street Health Care Select Sector SPDR ETF worth $212K as of Q3 2026.
Fiduciary Planning sold 53 State Street Health Care Select Sector SPDR ETF shares in Q3 2026, an estimated $8.84K.
State Street Health Care Select Sector SPDR ETF made up 0.05% of Fiduciary Planning's portfolio in Q3 2026, its #75 holding.
Fiduciary Planning first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2023 and has held it in 13 quarters since.
Fiduciary Planning's State Street Health Care Select Sector SPDR ETF position peaked at $1.39M in Q3 2024.
1,086 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on Fiduciary Planning's 13F filing for Q3 2026, filed 14 Oct 2026.