First Heartland Consultants’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

First Heartland Consultants’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 Q3	$391K	Sell	2,322 -488	-17%	-$81.4K	0.03%	396
2026 Q2	$446K	Buy	2,810 +41	+1%	+$6.1K	0.03%	349
2026 Q1	$405K	Sell	2,769 -121	-4%	-$18.7K	0.03%	328
2025 Q4	$447K	Sell	2,890 -105	-4%	-$15.7K	0.03%	315
2025 Q3	$417K	Sell	2,995 -36	-1%	-$4.87K	0.03%	325
2025 Q2	$409K	Sell	3,031 -3,425	-53%	-$462K	0.04%	315
2025 Q1	$943K	Buy	6,456 +3,445	+114%	+$500K	0.1%	155
2024 Q4	$414K	Buy	3,011 +402	+15%	+$58.8K	0.04%	275
2024 Q3	$402K	Sell	2,609 -451	-15%	-$68.4K	0.04%	279
2024 Q2	$446K	Sell	3,060 -689	-18%	-$98.8K	0.03%	282
2024 Q1	$554K	Buy	3,749 +122	+3%	+$17.5K	0.06%	235
2023 Q4	$495K	Buy	3,627 +137	+4%	+$17.8K	0.06%	215
2023 Q3	$449K	Sell	3,490 -133	-4%	-$17.7K	0.06%	230
2023 Q2	$481K	Buy	3,623 +56	+2%	+$7.38K	0.06%	220
2023 Q1	$462K	Sell	3,567 -15,123	-81%	-$1.98M	0.07%	211
2022 Q4	$2.54M	Buy	18,690 +16,125	+629%	+$2.14M	0.41%	63
2022 Q3	$310K	Sell	2,565 -14,109	-85%	-$1.82M	0.03%	249
2022 Q2	$2.14M	Sell	16,674 -1,212	-7%	-$159K	0.33%	76
2022 Q1	$2.45M	Buy	+17,886	New	+$2.37M	0.38%	57

Other funds holding XLV

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

First Heartland Consultants's XLV Position: Q3 2026 in Review

First Heartland Consultants reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 17% in Q3 2026, selling an estimated $81.4K and leaving 2,322 shares worth $391K. The position accounts for 0.03% of the portfolio, ranked #396.

First Heartland Consultants first reported a position in XLV in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.54M in Q4 2022. 101 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

First Heartland Consultants held 2,322 shares of State Street Health Care Select Sector SPDR ETF worth $391K as of Q3 2026.
First Heartland Consultants sold 488 State Street Health Care Select Sector SPDR ETF shares in Q3 2026, an estimated $81.4K.
State Street Health Care Select Sector SPDR ETF made up 0.03% of First Heartland Consultants's portfolio in Q3 2026, its #396 holding.
First Heartland Consultants first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2022 and has held it in 19 quarters since.
First Heartland Consultants's State Street Health Care Select Sector SPDR ETF position peaked at $2.54M in Q4 2022.
101 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.