Focus Partners Wealth’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Focus Partners Wealth’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	$479M	Sell	3,016,769 -64,594	-2%	-$9.61M	0.49%	40
2026 Q1	$452M	Sell	3,081,363 -16,785	-0.5%	-$2.59M	0.5%	43
2025 Q4	$480M	Buy	3,098,148 +358,247	+13%	+$53.7M	0.55%	37
2025 Q3	$381M	Buy	2,739,901 +1,799,103	+191%	+$243M	0.62%	37
2025 Q2	$127M	Buy	940,798 +77,597	+9%	+$10.5M	0.27%	72
2025 Q1	$126M	Sell	863,201 -18,357	-2%	-$2.67M	0.32%	67
2024 Q4	$121M	Buy	881,558 +79,684	+10%	+$11.7M	0.31%	63
2024 Q3	$124M	Buy	801,874 +9,783	+1%	+$1.48M	0.39%	54
2024 Q2	$115M	Buy	792,091 +737,925	+1,362%	+$106M	0.39%	62
2024 Q1	$8M	Buy	54,166 +22,830	+73%	+$3.28M	0.07%	243
2023 Q4	$4.27M	Buy	+31,336	New	+$4.08M	0.06%	253

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 Partners Wealth's XLV Position: Q2 2026 in Review

Focus Partners Wealth reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.1% in Q2 2026, selling an estimated $9.61M and leaving 3,016,769 shares worth $479M. The position accounts for 0.49% of the portfolio, ranked #40.

Focus Partners Wealth first reported a position in XLV in Q4 2023 and has held it in 11 quarters since. The position peaked at $480M in Q4 2025. 1,853 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Focus Partners Wealth held 3,016,769 shares of State Street Health Care Select Sector SPDR ETF worth $479M as of Q2 2026.
Focus Partners Wealth sold 64,594 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $9.61M.
State Street Health Care Select Sector SPDR ETF made up 0.49% of Focus Partners Wealth's portfolio in Q2 2026, its #40 holding.
Focus Partners Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
Focus Partners Wealth's State Street Health Care Select Sector SPDR ETF position peaked at $480M in Q4 2025.
1,853 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.