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 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	$446	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	$310	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

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 Heartland Consultants's XLV Position: Q2 2026 in Review

First Heartland Consultants increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.5% in Q2 2026, buying an estimated $6.1K and bringing the position to 2,810 shares worth $446K. The position accounts for 0.03% of the portfolio, ranked #349.

First Heartland Consultants first reported a position in XLV in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.54M in Q4 2022. 603 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

First Heartland Consultants held 2,810 shares of State Street Health Care Select Sector SPDR ETF worth $446K as of Q2 2026.
First Heartland Consultants bought 41 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $6.1K.
State Street Health Care Select Sector SPDR ETF made up 0.03% of First Heartland Consultants's portfolio in Q2 2026, its #349 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 18 quarters since.
First Heartland Consultants's State Street Health Care Select Sector SPDR ETF position peaked at $2.54M in Q4 2022.
603 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.