Financial Life Planners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Financial Life Planners’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	$51.9K	Buy	327 +1	+0.3%	+$149	0.03%	120
2026 Q1	$47.8K	Buy	+326	New	+$50.3K	0.04%	122
2025 Q4	–	Sell	-323	Closed	-$45K	–	341
2025 Q3	$45K	Buy	+323	New	+$43.7K	0.03%	131
2025 Q1	–	Sell	-319	Closed	-$43.9K	–	395
2024 Q4	$43.9K	Buy	+319	New	+$46.7K	0.04%	134

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 Life Planners's XLV Position: Q2 2026 in Review

Financial Life Planners increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.31% in Q2 2026, buying an estimated $149 and bringing the position to 327 shares worth $51.9K. The position accounts for 0.03% of the portfolio, ranked #120.

Financial Life Planners first reported a position in XLV in Q4 2024 and has held it in 4 quarters since. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Financial Life Planners held 327 shares of State Street Health Care Select Sector SPDR ETF worth $51.9K as of Q2 2026.
Financial Life Planners bought 1 State Street Health Care Select Sector SPDR ETF share in Q2 2026, an estimated $149.
State Street Health Care Select Sector SPDR ETF made up 0.03% of Financial Life Planners's portfolio in Q2 2026, its #120 holding.
Financial Life Planners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 4 quarters since.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.