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

Financial Enhancement 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 		– Sell
-42,870
Closed -$6.78M – 149
2025
Q4 		$6.78M Buy
+42,870
New +$6.42M 0.88% 41
2024
Q4 		– Sell
-26,562
Closed -$3.48M – 152
2024
Q3 		$3.48M Buy
+26,562
New +$4.03M 0.68% 47
2023
Q2 		– Sell
-26,562
Closed -$3.48M – 136
2023
Q1 		$3.48M Sell
26,562
-3,256
-11% -$425K 0.68% 47
2022
Q4 		$3.95M Buy
+29,818
New +$3.95M 0.76% 51
2021
Q1 		– Sell
-1,414
Closed -$160K – 327
2020
Q4 		$160K Sell
1,414
-29
-2% -$3.17K 0.03% 102
2020
Q3 		$152K Sell
1,443
-109
-7% -$11.5K 0.04% 96
2020
Q2 		$155K Hold
1,552
– – 0.04% 97
2020
Q1 		$137K Sell
1,552
-972
-39% -$94.4K 0.04% 99
2019
Q4 		$257K Sell
2,524
-568
-18% -$54.6K 0.06% 75
2019
Q3 		$279K Sell
3,092
-16
-0.5% -$1.46K 0.08% 73
2019
Q2 		$288K Buy
3,108
+1
+0% +$90 0.08% 77
2019
Q1 		$285K Sell
3,107
-15,589
-83% -$1.41M 0.09% 76
2018
Q4 		$1.78M Hold
18,696
– – 0.56% 37
2018
Q3 		$1.78M Buy
18,696
+3,948
+27% +$357K 0.56% 37
2018
Q2 		$1.23M Buy
14,748
+2,237
+18% +$185K 0.42% 36
2018
Q1 		$1.02M Buy
12,511
+603
+5% +$51.4K 0.36% 39
2017
Q4 		$985K Sell
11,908
-8,173
-41% -$674K 0.37% 46
2017
Q3 		$1.64M Sell
20,081
-1,344
-6% -$108K 0.66% 32
2017
Q2 		$1.7M Buy
21,425
+1,767
+9% +$135K 0.72% 32
2017
Q1 		$1.46M Sell
19,658
-4,971
-20% -$362K 0.67% 37
2016
Q4 		$1.7M Sell
24,629
-51,738
-68% -$3.59M 0.88% 30
2016
Q3 		$5.51M Buy
76,367
+31,300
+69% +$2.3M 2.99% 9
2016
Q2 		$3.23M Sell
45,067
-57,668
-56% -$4.06M 1.98% 19
2016
Q1 		$6.96M Buy
102,735
+2,068
+2% +$139K 4.54% 6
2015
Q4 		$7.25M Sell
100,667
-206
-0.2% -$14.6K 4.45% 7
2015
Q3 		$6.68M Sell
100,873
-11,830
-10% -$865K 4.4% 6
2015
Q2 		$8.38M Buy
+112,703
New +$8.35M 5.28% 5

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

Financial Enhancement Group's XLV Position: Q1 2026 in Review

Financial Enhancement Group sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 42,870 shares — an estimated $6.78M sold.

Financial Enhancement Group first reported a position in XLV in Q2 2015 and held it in 27 quarters. The position peaked at $8.38M in Q2 2015. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Financial Enhancement Group reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Financial Enhancement Group sold 42,870 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $6.78M.
  • Financial Enhancement Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2015 and held it in 27 quarters.
  • Financial Enhancement Group's State Street Health Care Select Sector SPDR ETF position peaked at $8.38M in Q2 2015.
  • 1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Financial Enhancement Group's 13F filing for Q1 2026, filed 20 Apr 2026.