Focus Financial Network’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Focus Financial Network’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	$3.6M	Sell	22,706 -1,743	-7%	-$259K	0.11%	146
2026 Q1	$3.58M	Sell	24,449 -1,050	-4%	-$162K	0.13%	140
2025 Q4	$3.95M	Sell	25,499 -1,428	-5%	-$214K	0.14%	126
2025 Q3	$3.75M	Sell	26,927 -1,067	-4%	-$144K	0.13%	127
2025 Q2	$3.77M	Buy	27,994 +97	+0.3%	+$13.1K	0.15%	119
2025 Q1	$4.07M	Sell	27,897 -852	-3%	-$124K	0.17%	102
2024 Q4	$3.96M	Sell	28,749 -4,312	-13%	-$631K	0.16%	111
2024 Q3	$5.09M	Sell	33,061 -2,678	-7%	-$406K	0.21%	82
2024 Q2	$5.38M	Sell	35,739 -849	-2%	-$122K	0.23%	78
2024 Q1	$5.06M	Sell	36,588 -6,999	-16%	-$1M	0.25%	78
2023 Q4	$5.94M	Buy	43,587 +11,995	+38%	+$1.56M	0.22%	102
2023 Q3	$4.07M	Buy	31,592 +750	+2%	+$99.6K	0.23%	86
2023 Q2	$4.09M	Buy	30,842 +316	+1%	+$41.7K	0.23%	91
2023 Q1	$3.95M	Buy	30,526 +456	+2%	+$59.6K	0.25%	90
2022 Q4	$4.09M	Buy	30,070 +1,230	+4%	+$163K	0.33%	59
2022 Q3	$3.49M	Buy	28,840 +3,803	+15%	+$490K	0.3%	67
2022 Q2	$3.21M	Buy	25,037 +3,830	+18%	+$502K	0.27%	80
2022 Q1	$2.91M	Buy	21,207 +19,048	+882%	+$2.52M	0.2%	95
2021 Q4	$304K	Buy	2,159 +103	+5%	+$13.7K	0.04%	284
2021 Q3	$262K	Buy	+2,056	New	+$272K	0.03%	360
2021 Q1	–	Sell	-20,592	Closed	-$2.34M	–	565
2020 Q4	$2.34M	Buy	20,592 +2,719	+15%	+$297K	0.21%	97
2020 Q3	$1.89M	Buy	17,873 +991	+6%	+$104K	0.18%	119
2020 Q2	$1.69M	Buy	16,882 +11,314	+203%	+$1.12M	0.19%	112
2020 Q1	$493K	Sell	5,568 -2,328	-29%	-$226K	0.07%	221
2019 Q4	$810K	Sell	7,896 -178	-2%	-$17.1K	0.1%	179
2019 Q3	$728K	Sell	8,074 -847	-9%	-$77.3K	0.1%	171
2019 Q2	$826K	Buy	8,921 +276	+3%	+$24.8K	0.12%	153
2019 Q1	$793K	Buy	+8,645	New	+$779K	0.13%	148

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

Focus Financial Network's XLV Position: Q2 2026 in Review

Focus Financial Network reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 7.1% in Q2 2026, selling an estimated $259K and leaving 22,706 shares worth $3.6M. The position accounts for 0.11% of the portfolio, ranked #146.

Focus Financial Network first reported a position in XLV in Q1 2019 and has held it in 28 quarters since. The position peaked at $5.94M in Q4 2023. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Focus Financial Network held 22,706 shares of State Street Health Care Select Sector SPDR ETF worth $3.6M as of Q2 2026.
Focus Financial Network sold 1,743 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $259K.
State Street Health Care Select Sector SPDR ETF made up 0.11% of Focus Financial Network's portfolio in Q2 2026, its #146 holding.
Focus Financial Network first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2019 and has held it in 28 quarters since.
Focus Financial Network's State Street Health Care Select Sector SPDR ETF position peaked at $5.94M in Q4 2023.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.