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

Fortis Group 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 		$5.73M Buy
36,110
+24,835
+220% +$3.69M 0.92% 24
2026
Q1 		$1.65M Sell
11,275
-1,823
-14% -$281K 0.27% 99
2025
Q4 		$2.03M Sell
13,098
-11,002
-46% -$1.65M 0.34% 71
2025
Q3 		$3.48M Buy
24,100
+23,976
+19,335% +$3.24M 0.6% 47
2025
Q2 		$16.7K Sell
124
-43,589
-100% -$5.89M ﹤0.01% 300
2025
Q1 		$6.38M Buy
43,713
+43,589
+35,152% +$6.33M 1.24% 22
2024
Q4 		$17.1K Sell
124
-48,806
-100% -$7.14M ﹤0.01% 270
2024
Q3 		$7.54M Buy
48,930
+44,318
+961% +$6.72M 1.39% 25
2024
Q2 		$672K Sell
4,612
-7,997
-63% -$1.15M 0.13% 100
2024
Q1 		$1.86M Buy
12,609
+1,949
+18% +$280K 0.34% 66
2023
Q4 		$1.38M Buy
10,660
+124
+1% +$16.1K 0.34% 40
2023
Q3 		$1.36M Buy
10,536
+2,212
+27% +$294K 0.42% 35
2023
Q2 		$1.1M Sell
8,324
-22,162
-73% -$2.92M 0.29% 52
2023
Q1 		$4.07M Buy
+30,486
New +$3.98M 1.23% 19
2020
Q3 		$934K Buy
+8,857
New +$932K 0.18% 63

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

Fortis Group Advisors's XLV Position: Q2 2026 in Review

Fortis Group Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 220% in Q2 2026, buying an estimated $3.69M and bringing the position to 36,110 shares worth $5.73M. The position accounts for 0.92% of the portfolio, ranked #24.

Fortis Group Advisors first reported a position in XLV in Q3 2020 and has held it in 15 quarters since. The position peaked at $7.54M in Q3 2024. 603 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Fortis Group Advisors held 36,110 shares of State Street Health Care Select Sector SPDR ETF worth $5.73M as of Q2 2026.
  • Fortis Group Advisors bought 24,835 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $3.69M.
  • State Street Health Care Select Sector SPDR ETF made up 0.92% of Fortis Group Advisors's portfolio in Q2 2026, its #24 holding.
  • Fortis Group Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2020 and has held it in 15 quarters since.
  • Fortis Group Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $7.54M in Q3 2024.
  • 603 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.