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

Fortis 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 Q2	$496K	Sell	3,125 -496	-14%	-$73.8K	0.23%	68
2026 Q1	$531K	Sell	3,621 -629	-15%	-$97K	0.27%	62
2025 Q4	$658K	Buy	4,250 +836	+24%	+$125K	0.36%	50
2025 Q3	$475K	Buy	3,414 +7	+0.2%	+$947	0.27%	64
2025 Q2	$459K	Sell	3,407 -490	-13%	-$66.2K	0.29%	65
2025 Q1	$569K	Buy	3,897 +412	+12%	+$59.9K	0.37%	51
2024 Q4	$479K	Sell	3,485 -178	-5%	-$26K	0.31%	58
2024 Q3	$564K	Buy	3,663 +135	+4%	+$20.5K	0.37%	49
2024 Q2	$514K	Sell	3,528 -18	-0.5%	-$2.58K	0.36%	44
2024 Q1	$524K	Buy	3,546 +743	+27%	+$107K	0.35%	45
2023 Q4	$382K	Buy	2,803 +115	+4%	+$15K	0.27%	59
2023 Q3	$346K	Buy	2,688 +238	+10%	+$31.6K	0.26%	63
2023 Q2	$325K	Buy	+2,450	New	+$323K	0.23%	66
2020 Q2	–	Sell	-1,181	Closed	-$105K	–	332
2020 Q1	$105K	Buy	1,181 +290	+33%	+$28.2K	0.07%	142
2019 Q4	$91K	Buy	891 +3	+0.3%	+$288	0.06%	183
2019 Q3	$80K	Buy	888 +4	+0.5%	+$365	0.04%	192
2019 Q2	$82K	Buy	884 +4	+0.5%	+$360	0.04%	199
2019 Q1	$81K	Buy	+880	New	+$79.3K	0.04%	192
2018 Q1	–	Sell	-75	Closed	-$6K	–	325
2017 Q4	$6K	Sell	75 -65	-46%	-$5.36K	﹤0.01%	260
2017 Q3	$11K	Buy	+140	New	+$11.2K	0.01%	231

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

Fortis Advisors's XLV Position: Q2 2026 in Review

Fortis Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 14% in Q2 2026, selling an estimated $73.8K and leaving 3,125 shares worth $496K. The position accounts for 0.23% of the portfolio, ranked #68.

Fortis Advisors first reported a position in XLV in Q3 2017 and has held it in 20 quarters since. The position peaked at $658K in Q4 2025. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Fortis Advisors held 3,125 shares of State Street Health Care Select Sector SPDR ETF worth $496K as of Q2 2026.
Fortis Advisors sold 496 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $73.8K.
State Street Health Care Select Sector SPDR ETF made up 0.23% of Fortis Advisors's portfolio in Q2 2026, its #68 holding.
Fortis Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2017 and has held it in 20 quarters since.
Fortis Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $658K in Q4 2025.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Fortis Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.