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Fortem Financial Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Fortem Financial Group’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 		$269K Buy
1,693
+3
+0.2% +$446 0.05% 166
2026
Q1 		$248K Hold
1,690
– – 0.06% 157
2025
Q4 		$262K Hold
1,690
– – 0.07% 146
2025
Q3 		$235K Sell
1,690
-177
-9% -$24K 0.07% 149
2025
Q2 		$252K Sell
1,867
-409
-18% -$55.2K 0.08% 145
2025
Q1 		$332K Hold
2,276
– – 0.13% 147
2024
Q4 		$313K Sell
2,276
-1
-0% -$146 0.12% 140
2024
Q3 		$351K Sell
2,277
-126
-5% -$19.1K 0.14% 138
2024
Q2 		$350K Buy
2,403
+19
+0.8% +$2.73K 0.15% 133
2024
Q1 		$352K Sell
2,384
-75
-3% -$10.8K 0.15% 134
2023
Q4 		$335K Sell
2,459
-110
-4% -$14.3K 0.17% 132
2023
Q3 		$331K Sell
2,569
-1,248
-33% -$166K 0.19% 123
2023
Q2 		$507K Sell
3,817
-765
-17% -$101K 0.3% 96
2023
Q1 		$593K Sell
4,582
-31,251
-87% -$4.08M 0.39% 88
2022
Q4 		$4.87M Sell
35,833
-762
-2% -$101K 2.85% 3
2022
Q3 		$4.43M Buy
36,595
+831
+2% +$107K 3.07% 2
2022
Q2 		$4.59M Buy
35,764
+23,436
+190% +$3.07M 3% 2
2022
Q1 		$1.69M Sell
12,328
-3,398
-22% -$450K 0.74% 56
2021
Q4 		$2.22M Buy
15,726
+6,492
+70% +$862K 1.01% 36
2021
Q3 		$1.18M Sell
9,234
-203
-2% -$26.8K 0.6% 62
2021
Q2 		$1.19M Sell
9,437
-16,010
-63% -$1.96M 0.6% 64
2021
Q1 		$2.97M Sell
25,447
-5,115
-17% -$590K 1.72% 10
2020
Q4 		$3.47M Buy
30,562
+85
+0.3% +$9.28K 2.08% 4
2020
Q3 		$3.21M Buy
30,477
+9,566
+46% +$1.01M 2.33% 5
2020
Q2 		$2.09M Buy
+20,911
New +$2.06M 1.62% 15

Other funds holding XLV

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Fortem Financial Group's XLV Position: Q2 2026 in Review

Fortem Financial Group increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.18% in Q2 2026, buying an estimated $446 and bringing the position to 1,693 shares worth $269K. The position accounts for 0.05% of the portfolio, ranked #166.

Fortem Financial Group first reported a position in XLV in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.87M in Q4 2022. 603 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Fortem Financial Group held 1,693 shares of State Street Health Care Select Sector SPDR ETF worth $269K as of Q2 2026.
  • Fortem Financial Group bought 3 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $446.
  • State Street Health Care Select Sector SPDR ETF made up 0.05% of Fortem Financial Group's portfolio in Q2 2026, its #166 holding.
  • Fortem Financial Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2020 and has held it in 25 quarters since.
  • Fortem Financial Group's State Street Health Care Select Sector SPDR ETF position peaked at $4.87M in Q4 2022.
  • 603 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.