FLC Capital Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

FLC Capital 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	$657K	Sell	4,140 -103	-2%	-$15.3K	0.11%	114
2026 Q1	$622K	Sell	4,243 -102	-2%	-$15.7K	0.11%	116
2025 Q4	$673K	Sell	4,345 -69	-2%	-$10.3K	0.12%	106
2025 Q3	$614K	Sell	4,414 -681	-13%	-$92.2K	0.12%	106
2025 Q2	$687K	Buy	5,095 +750	+17%	+$101K	0.14%	96
2025 Q1	$634K	Hold	4,345	–	–	0.14%	95
2024 Q4	$598K	Buy	4,345 +346	+9%	+$50.6K	0.14%	94
2024 Q3	$616K	Hold	3,999	–	–	0.14%	90
2024 Q2	$583K	Hold	3,999	–	–	0.14%	90
2024 Q1	$591K	Buy	3,999 +200	+5%	+$28.7K	0.15%	86
2023 Q4	$518K	Hold	3,799	–	–	0.14%	96
2023 Q3	$489K	Sell	3,799 -310	-8%	-$41.2K	0.15%	94
2023 Q2	$545K	Hold	4,109	–	–	0.16%	88
2023 Q1	$532K	Hold	4,109	–	–	0.16%	92
2022 Q4	$558K	Hold	4,109	–	–	0.17%	84
2022 Q3	$498K	Hold	4,109	–	–	0.17%	96
2022 Q2	$527K	Hold	4,109	–	–	0.18%	97
2022 Q1	$563K	Hold	4,109	–	–	0.16%	100
2021 Q4	$579K	Hold	4,109	–	–	0.16%	107
2021 Q3	$523K	Hold	4,109	–	–	0.15%	111
2021 Q2	$518K	Hold	4,109	–	–	0.15%	110
2021 Q1	$480K	Hold	4,109	–	–	0.15%	107
2020 Q4	$466K	Hold	4,109	–	–	0.15%	98
2020 Q3	$437K	Buy	4,109 +415	+11%	+$43.7K	0.16%	100
2020 Q2	$379K	Buy	3,694 +986	+36%	+$97.3K	0.15%	93
2020 Q1	$237K	Buy	+2,708	New	+$263K	0.11%	97

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

FLC Capital Advisors's XLV Position: Q2 2026 in Review

FLC Capital Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.4% in Q2 2026, selling an estimated $15.3K and leaving 4,140 shares worth $657K. The position accounts for 0.11% of the portfolio, ranked #114.

FLC Capital Advisors first reported a position in XLV in Q1 2020 and has held it in 26 quarters since. The position peaked at $687K in Q2 2025. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

FLC Capital Advisors held 4,140 shares of State Street Health Care Select Sector SPDR ETF worth $657K as of Q2 2026.
FLC Capital Advisors sold 103 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $15.3K.
State Street Health Care Select Sector SPDR ETF made up 0.11% of FLC Capital Advisors's portfolio in Q2 2026, its #114 holding.
FLC Capital Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
FLC Capital Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $687K in Q2 2025.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on FLC Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.