Financial Freedom LLC’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Financial Freedom LLC’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	$5.37M	Sell	36,621 -2,225	-6%	-$343K	2.67%	9
2025 Q4	$6.01M	Sell	38,846 -1,681	-4%	-$252K	2.98%	8
2025 Q3	$5.64M	Sell	40,527 -125	-0.3%	-$16.9K	2.81%	10
2025 Q2	$5.48M	Buy	40,652 +2,188	+6%	+$295K	2.95%	9
2025 Q1	$5.62M	Sell	38,464 -216	-0.6%	-$31.4K	3.23%	8
2024 Q4	$5.32M	Buy	38,680 +38	+0.1%	+$5.56K	2.81%	10
2024 Q3	$5.95M	Buy	38,642 +2,282	+6%	+$346K	3.15%	9
2024 Q2	$5.3M	Buy	36,360 +8,486	+30%	+$1.22M	3.01%	10
2024 Q1	$4.12M	Buy	27,874 +8,661	+45%	+$1.24M	2.44%	11
2023 Q4	$2.62M	Buy	19,213 +15,973	+493%	+$2.08M	1.66%	14
2023 Q3	$417K	Buy	+3,240	New	+$430K	0.3%	57

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Financial Freedom LLC's XLV Position: Q1 2026 in Review

Financial Freedom LLC reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 5.7% in Q1 2026, selling an estimated $343K and leaving 36,621 shares worth $5.37M. The position accounts for 2.67% of the portfolio, ranked #9.

Financial Freedom LLC first reported a position in XLV in Q3 2023 and has held it in 11 quarters since. The position peaked at $6.01M in Q4 2025. 1,806 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Financial Freedom LLC held 36,621 shares of State Street Health Care Select Sector SPDR ETF worth $5.37M as of Q1 2026.
Financial Freedom LLC sold 2,225 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $343K.
State Street Health Care Select Sector SPDR ETF made up 2.67% of Financial Freedom LLC's portfolio in Q1 2026, its #9 holding.
Financial Freedom LLC first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2023 and has held it in 11 quarters since.
Financial Freedom LLC's State Street Health Care Select Sector SPDR ETF position peaked at $6.01M in Q4 2025.
1,806 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.