Florida Financial Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Florida Financial 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 Q1	$853K	Sell	5,815 -99	-2%	-$15.3K	0.2%	121
2025 Q4	$916K	Buy	5,914 +1,187	+25%	+$178K	0.25%	98
2025 Q3	$658K	Sell	4,727 -2,726	-37%	-$369K	0.2%	118
2025 Q2	$1M	Sell	7,453 -859	-10%	-$116K	0.33%	68
2025 Q1	$1.21M	Buy	8,312 +2,373	+40%	+$345K	0.48%	42
2024 Q4	$817K	Sell	5,939 -2,902	-33%	-$425K	0.37%	56
2024 Q3	$1.36M	Sell	8,841 -558	-6%	-$84.6K	0.7%	27
2024 Q2	$1.37M	Sell	9,399 -281	-3%	-$40.3K	0.82%	24
2024 Q1	$1.43M	Buy	9,680 +3,193	+49%	+$458K	1.05%	18
2023 Q4	$885K	Buy	+6,487	New	+$844K	0.82%	23

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Florida Financial Advisors's XLV Position: Q1 2026 in Review

Florida Financial Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.7% in Q1 2026, selling an estimated $15.3K and leaving 5,815 shares worth $853K. The position accounts for 0.2% of the portfolio, ranked #121.

Florida Financial Advisors first reported a position in XLV in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.43M in Q1 2024. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Florida Financial Advisors held 5,815 shares of State Street Health Care Select Sector SPDR ETF worth $853K as of Q1 2026.
Florida Financial Advisors sold 99 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $15.3K.
State Street Health Care Select Sector SPDR ETF made up 0.2% of Florida Financial Advisors's portfolio in Q1 2026, its #121 holding.
Florida Financial Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 10 quarters since.
Florida Financial Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $1.43M in Q1 2024.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.