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 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

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 Planning's XLV Position: Q2 2026 in Review

Fiduciary Planning reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 6.4% in Q2 2026, selling an estimated $13.4K and leaving 1,309 shares worth $208K. The position accounts for 0.05% of the portfolio, ranked #77.

Fiduciary Planning first reported a position in XLV in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.39M in Q3 2024. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Fiduciary Planning held 1,309 shares of State Street Health Care Select Sector SPDR ETF worth $208K as of Q2 2026.
Fiduciary Planning sold 90 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $13.4K.
State Street Health Care Select Sector SPDR ETF made up 0.05% of Fiduciary Planning's portfolio in Q2 2026, its #77 holding.
Fiduciary Planning first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
Fiduciary Planning's State Street Health Care Select Sector SPDR ETF position peaked at $1.39M in Q3 2024.
1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Fiduciary Planning's 13F filing for Q2 2026, filed 31 Jul 2026.