First Command Advisory Services’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

First Command Advisory Services’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	$147K	Sell	925 -793	-46%	-$118K	﹤0.01%	238
2026 Q1	$252K	Sell	1,718 -267	-13%	-$41.2K	﹤0.01%	175
2025 Q4	$307K	Sell	1,985 -237	-11%	-$35.5K	﹤0.01%	152
2025 Q3	$309K	Buy	2,222 +251	+13%	+$34K	﹤0.01%	152
2025 Q2	$266K	Sell	1,971 -20	-1%	-$2.7K	﹤0.01%	155
2025 Q1	$291K	Buy	1,991 +437	+28%	+$63.5K	﹤0.01%	148
2024 Q4	$214K	Sell	1,554 -23	-1%	-$3.37K	﹤0.01%	161
2024 Q3	$243K	Buy	1,577 +203	+15%	+$30.8K	﹤0.01%	156
2024 Q2	$200K	Sell	1,374 -151	-10%	-$21.7K	﹤0.01%	151
2024 Q1	$225K	Sell	1,525 -161	-10%	-$23.1K	﹤0.01%	145
2023 Q4	$230K	Buy	1,686 +29	+2%	+$3.77K	﹤0.01%	133
2023 Q3	$213K	Buy	+1,657	New	+$220K	﹤0.01%	130
2018 Q2	–	Sell	-1,402,821	Closed	-$92.4M	–	53
2018 Q1	$92.4M	Buy	1,402,821 +1,402,581	+584,409%	+$119M	4.41%	5
2017 Q4	$20K	Buy	+240	New	+$19.8K	﹤0.01%	9

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

First Command Advisory Services's XLV Position: Q2 2026 in Review

First Command Advisory Services reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 46% in Q2 2026, selling an estimated $118K and leaving 925 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #238.

First Command Advisory Services first reported a position in XLV in Q4 2017 and has held it in 14 quarters since. The position peaked at $92.4M in Q1 2018. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

First Command Advisory Services held 925 shares of State Street Health Care Select Sector SPDR ETF worth $147K as of Q2 2026.
First Command Advisory Services sold 793 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $118K.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #238 holding.
First Command Advisory Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2017 and has held it in 14 quarters since.
First Command Advisory Services's State Street Health Care Select Sector SPDR ETF position peaked at $92.4M in Q1 2018.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.