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 Q2	$5.63M	Sell	35,507 -1,114	-3%	-$166K	2.59%	9
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 $1.55T 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

Financial Freedom LLC's XLV Position: Q2 2026 in Review

Financial Freedom LLC reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 3% in Q2 2026, selling an estimated $166K and leaving 35,507 shares worth $5.63M. The position accounts for 2.59% of the portfolio, ranked #9.

Financial Freedom LLC first reported a position in XLV in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.01M in Q4 2025. 1,861 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Financial Freedom LLC held 35,507 shares of State Street Health Care Select Sector SPDR ETF worth $5.63M as of Q2 2026.
Financial Freedom LLC sold 1,114 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $166K.
State Street Health Care Select Sector SPDR ETF made up 2.59% of Financial Freedom LLC's portfolio in Q2 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 12 quarters since.
Financial Freedom LLC's State Street Health Care Select Sector SPDR ETF position peaked at $6.01M in Q4 2025.
1,861 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.