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

Finley Financial’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	$320K	Hold	2,020	–	–	0.13%	58
2026 Q1	$296K	Hold	2,020	–	–	0.14%	58
2025 Q4	$313K	Sell	2,020 -655	-24%	-$98.1K	0.14%	56
2025 Q3	$372K	Hold	2,675	–	–	0.17%	54
2025 Q2	$361K	Sell	2,675 -1,031	-28%	-$139K	0.18%	55
2025 Q1	$516K	Sell	3,706 -250	-6%	-$36.3K	0.29%	43
2024 Q4	$556K	Buy	+3,956	New	+$579K	0.29%	42

Other funds holding XLV

LPL Financial San Diego, California $445B AUM 25.58% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Finley Financial's XLV Position: Q2 2026 in Review

Finley Financial held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 2,020 shares worth $320K. The position accounts for 0.13% of the portfolio, ranked #58.

Finley Financial first reported a position in XLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $556K in Q4 2024. 1,209 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Finley Financial held 2,020 shares of State Street Health Care Select Sector SPDR ETF worth $320K as of Q2 2026.
Finley Financial left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.13% of Finley Financial's portfolio in Q2 2026, its #58 holding.
Finley Financial first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Finley Financial's State Street Health Care Select Sector SPDR ETF position peaked at $556K in Q4 2024.
1,209 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.