Flagship Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Flagship Wealth Advisors’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	$98.7K	Hold	586	–	–	0.02%	204
2026 Q2	$93K	Sell	586 -25	-4%	-$3.72K	0.02%	211
2026 Q1	$82.4K	Buy	611 +25	+4%	+$3.86K	0.04%	156
2025 Q4	$90.7K	Hold	586	–	–	0.03%	174
2025 Q3	$81.6K	Sell	586 -25	-4%	-$3.38K	0.03%	181
2025 Q2	$82.4K	Hold	611	–	–	0.03%	170
2025 Q1	$89.2K	Hold	611	–	–	0.04%	162
2024 Q4	$84.1K	Buy	+611	New	+$89.4K	0.05%	150

Other funds holding XLV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Jordan Park Group San Francisco, California $2B AUM 16.09% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Flagship Wealth Advisors's XLV Position: Q3 2026 in Review

Flagship Wealth Advisors held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q3 2026 at 586 shares worth $98.7K. The position accounts for 0.02% of the portfolio, ranked #204.

Flagship Wealth Advisors first reported a position in XLV in Q4 2024 and has held it in 8 quarters since. 1,362 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

Flagship Wealth Advisors held 586 shares of State Street Health Care Select Sector SPDR ETF worth $98.7K as of Q3 2026.
Flagship Wealth Advisors left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Health Care Select Sector SPDR ETF made up 0.02% of Flagship Wealth Advisors's portfolio in Q3 2026, its #204 holding.
Flagship Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
1,362 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on Flagship Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.