FLP Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

FLP Wealth Management’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	$640K	Buy	4,031 +70	+2%	+$10.4K	1.14%	28
2026 Q1	$581K	Buy	+3,961	New	+$611K	1.2%	31
2025 Q1	–	Sell	-308	Closed	-$42.4K	–	466
2024 Q4	$42.4K	Buy	+308	New	+$45.1K	0.11%	117

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

FLP Wealth Management's XLV Position: Q2 2026 in Review

FLP Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.8% in Q2 2026, buying an estimated $10.4K and bringing the position to 4,031 shares worth $640K. The position accounts for 1.14% of the portfolio, ranked #28.

FLP Wealth Management first reported a position in XLV in Q4 2024 and has held it in 3 quarters since. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

FLP Wealth Management held 4,031 shares of State Street Health Care Select Sector SPDR ETF worth $640K as of Q2 2026.
FLP Wealth Management bought 70 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $10.4K.
State Street Health Care Select Sector SPDR ETF made up 1.14% of FLP Wealth Management's portfolio in Q2 2026, its #28 holding.
FLP Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 3 quarters since.
1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on FLP Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.