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 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

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

Flagship Wealth Advisors's XLV Position: Q2 2026 in Review

Flagship Wealth Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 4.1% in Q2 2026, selling an estimated $3.72K and leaving 586 shares worth $93K. The position accounts for 0.02% of the portfolio, ranked #211.

Flagship Wealth Advisors first reported a position in XLV in Q4 2024 and has held it in 7 quarters since. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Flagship Wealth Advisors held 586 shares of State Street Health Care Select Sector SPDR ETF worth $93K as of Q2 2026.
Flagship Wealth Advisors sold 25 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $3.72K.
State Street Health Care Select Sector SPDR ETF made up 0.02% of Flagship Wealth Advisors's portfolio in Q2 2026, its #211 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 7 quarters since.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.