Forum Financial Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Forum Financial Management’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	$888K	Sell	5,597 -203	-4%	-$30.2K	0.01%	144
2026 Q1	$850K	Buy	5,800 +2,507	+76%	+$387K	0.01%	139
2025 Q4	$510K	Buy	3,293 +190	+6%	+$28.5K	0.01%	462
2025 Q3	$432K	Sell	3,103 -419	-12%	-$56.7K	0.01%	529
2025 Q2	$475K	Buy	3,522 +448	+15%	+$60.5K	0.01%	437
2025 Q1	$449K	Sell	3,074 -4,333	-58%	-$629K	0.01%	415
2024 Q4	$1.02M	Sell	7,407 -30	-0.4%	-$4.39K	0.02%	207
2024 Q3	$1.15M	Buy	7,437 +26	+0.4%	+$3.94K	0.02%	171
2024 Q2	$1.08M	Buy	7,411 +4,639	+167%	+$665K	0.02%	165
2024 Q1	$410K	Sell	2,772 -30	-1%	-$4.3K	0.01%	392
2023 Q4	$382K	Sell	2,802 -164	-6%	-$21.3K	0.01%	372
2023 Q3	$382K	Sell	2,966 -202	-6%	-$26.8K	0.01%	348
2023 Q2	$421K	Sell	3,168 -154	-5%	-$20.3K	0.01%	329
2023 Q1	$430K	Buy	+3,322	New	+$434K	0.01%	301

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

Forum Financial Management's XLV Position: Q2 2026 in Review

Forum Financial Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 3.5% in Q2 2026, selling an estimated $30.2K and leaving 5,597 shares worth $888K. The position accounts for 0.01% of the portfolio, ranked #144.

Forum Financial Management first reported a position in XLV in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.15M in Q3 2024. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Forum Financial Management held 5,597 shares of State Street Health Care Select Sector SPDR ETF worth $888K as of Q2 2026.
Forum Financial Management sold 203 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $30.2K.
State Street Health Care Select Sector SPDR ETF made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #144 holding.
Forum Financial Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
Forum Financial Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.15M in Q3 2024.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.