First Citizens Financial Corp’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

First Citizens Financial Corp’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	$1.02M	Buy	6,410 +604	+10%	+$89.9K	0.43%	60
2026 Q1	$851K	Sell	5,806 -209	-3%	-$32.2K	0.4%	63
2025 Q4	$931K	Buy	6,015 +288	+5%	+$43.1K	0.46%	60
2025 Q3	$797K	Buy	5,727 +807	+16%	+$109K	0.39%	68
2025 Q2	$663K	Buy	4,920 +3,033	+161%	+$410K	0.36%	68
2025 Q1	$276K	Buy	1,887 +394	+26%	+$57.2K	0.16%	102
2024 Q4	$205K	Buy	1,493 +38	+3%	+$5.56K	0.11%	118
2024 Q3	$224K	Buy	+1,455	New	+$221K	0.12%	111

Other funds holding XLV

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

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

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

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

AIC

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

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 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

First Citizens Financial Corp's XLV Position: Q2 2026 in Review

First Citizens Financial Corp increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 10% in Q2 2026, buying an estimated $89.9K and bringing the position to 6,410 shares worth $1.02M. The position accounts for 0.43% of the portfolio, ranked #60.

First Citizens Financial Corp first reported a position in XLV in Q3 2024 and has held it in 8 quarters since. 603 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

First Citizens Financial Corp held 6,410 shares of State Street Health Care Select Sector SPDR ETF worth $1.02M as of Q2 2026.
First Citizens Financial Corp bought 604 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $89.9K.
State Street Health Care Select Sector SPDR ETF made up 0.43% of First Citizens Financial Corp's portfolio in Q2 2026, its #60 holding.
First Citizens Financial Corp first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
603 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on First Citizens Financial Corp's 13F filing for Q2 2026, filed 7 Jul 2026.