Financial Management Professionals’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Financial Management Professionals’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	$83.5K	Buy	+526	New	+$78.3K	0.01%	239
2026 Q1	–	Sell	-190	Closed	-$29.4K	–	1033
2025 Q4	$29.4K	Buy	+190	New	+$28.5K	﹤0.01%	321
2024 Q4	–	Sell	-85	Closed	-$13K	–	1055
2024 Q3	$13K	Sell	85 -188	-69%	-$28.5K	﹤0.01%	492
2024 Q2	$40K	Sell	273 -363	-57%	-$52.1K	0.01%	290
2024 Q1	$94K	Buy	636 +446	+235%	+$64K	0.01%	206
2023 Q4	$26K	Buy	+190	New	+$24.7K	﹤0.01%	356
2023 Q2	–	Sell	-11	Closed	-$1K	–	1152
2023 Q1	$1K	Sell	11 -7,601	-100%	-$993K	﹤0.01%	970
2022 Q4	$1.03M	Buy	7,612 +7,601	+69,100%	+$1.01M	0.21%	40
2022 Q3	$1K	Hold	11	–	–	﹤0.01%	892
2022 Q2	$1K	Hold	11	–	–	﹤0.01%	907
2022 Q1	$2K	Hold	11	–	–	﹤0.01%	826
2021 Q4	$2K	Sell	11 -16,825	-100%	-$2.23M	﹤0.01%	765
2021 Q3	$2.14M	Buy	+16,836	New	+$2.23M	0.49%	34
2020 Q3	–	Sell	-18,094	Closed	-$1.81M	–	650
2020 Q2	$1.81M	Sell	18,094 -2,103	-10%	-$208K	0.62%	24
2020 Q1	$1.79M	Buy	+20,197	New	+$1.96M	0.76%	21
2019 Q2	–	Sell	-39,902	Closed	-$3.66M	–	335
2019 Q1	$3.66M	Buy	+39,902	New	+$3.6M	1.47%	16
2016 Q3	–	Sell	-28	Closed	-$2K	–	435
2016 Q2	$2K	Buy	+28	New	+$1.97K	﹤0.01%	383

Other funds holding XLV

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Management Professionals's XLV Position: Q2 2026 in Review

Financial Management Professionals opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 526 shares worth $83.5K. The stake represents 0.01% of the portfolio and ranks #239 among its holdings. This is a return to the name: Financial Management Professionals previously reported a position in XLV as recently as Q4 2025.

Financial Management Professionals first reported a position in XLV in Q2 2016 and has held it in 17 quarters since. The position peaked at $3.66M in Q1 2019. 321 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Financial Management Professionals held 526 shares of State Street Health Care Select Sector SPDR ETF worth $83.5K as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new Financial Management Professionals position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.01% of Financial Management Professionals's portfolio in Q2 2026, its #239 holding.
Financial Management Professionals first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2016 and has held it in 17 quarters since.
Financial Management Professionals's State Street Health Care Select Sector SPDR ETF position peaked at $3.66M in Q1 2019.
321 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.