FIA
XLV icon

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

Foundations Investment 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 		$6.41M Buy
40,414
+11,026
+38% +$1.64M 0.07% 218
2026
Q1 		$4.31M Sell
29,388
-8,896
-23% -$1.37M 0.05% 249
2025
Q4 		$5.93M Buy
38,284
+585
+2% +$87.6K 0.08% 198
2025
Q3 		$5.25M Buy
37,699
+8,006
+27% +$1.08M 0.08% 203
2025
Q2 		$4M Sell
29,693
-15,197
-34% -$2.05M 0.06% 232
2025
Q1 		$6.55M Sell
44,890
-330,592
-88% -$48M 0.12% 162
2024
Q4 		$51.7M Buy
375,482
+54,640
+17% +$8M 1% 22
2024
Q3 		$49.4M Buy
320,842
+149,883
+88% +$22.7M 1.04% 23
2024
Q2 		$24.9M Sell
170,959
-117,452
-41% -$16.8M 0.6% 37
2024
Q1 		$42.6M Buy
288,411
+16,151
+6% +$2.32M 1.12% 22
2023
Q4 		$38.7M Buy
272,260
+123,203
+83% +$16M 1.04% 23
2023
Q3 		$19.2M Sell
149,057
-62,361
-29% -$8.28M 0.59% 37
2023
Q2 		$28.1M Buy
211,418
+67,556
+47% +$8.91M 0.93% 23
2023
Q1 		$18.6M Buy
143,862
+11,420
+9% +$1.49M 0.67% 29
2022
Q4 		$18M Buy
132,442
+49,991
+61% +$6.62M 0.72% 23
2022
Q3 		$9.99M Buy
82,451
+18,731
+29% +$2.41M 0.44% 33
2022
Q2 		$8.27M Buy
63,720
+40,559
+175% +$5.32M 0.35% 35
2022
Q1 		$3.21M Sell
23,161
-1,330
-5% -$176K 0.12% 66
2021
Q4 		$3.34M Buy
24,491
+7,975
+48% +$1.06M 0.13% 65
2021
Q3 		$2.08M Sell
16,516
-120,692
-88% -$16M 0.09% 81
2021
Q2 		$17.7M Buy
137,208
+18,886
+16% +$2.31M 0.85% 18
2021
Q1 		$13.8M Buy
118,322
+64,856
+121% +$7.49M 0.8% 16
2020
Q4 		$6.28M Sell
53,466
-2,602
-5% -$284K 0.41% 20
2020
Q3 		$5.84M Sell
56,068
-1,827
-3% -$192K 1.28% 13
2020
Q2 		$5.88M Buy
57,895
+17,303
+43% +$1.71M 0.52% 19
2020
Q1 		$3.46M Sell
40,592
-685,038
-94% -$66.6M 0.4% 13
2019
Q4 		$73.9M Buy
725,630
+510,865
+238% +$49.1M 9.09% 2
2019
Q3 		$19.1M Buy
214,765
+2,998
+1% +$274K 2.5% 14
2019
Q2 		$20M Buy
+211,767
New +$19M 3% 13

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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

Foundations Investment Advisors's XLV Position: Q2 2026 in Review

Foundations Investment Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 38% in Q2 2026, buying an estimated $1.64M and bringing the position to 40,414 shares worth $6.41M. The position accounts for 0.07% of the portfolio, ranked #218.

Foundations Investment Advisors first reported a position in XLV in Q2 2019 and has held it in 29 quarters since. The position peaked at $73.9M in Q4 2019. 1,853 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Foundations Investment Advisors held 40,414 shares of State Street Health Care Select Sector SPDR ETF worth $6.41M as of Q2 2026.
  • Foundations Investment Advisors bought 11,026 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $1.64M.
  • State Street Health Care Select Sector SPDR ETF made up 0.07% of Foundations Investment Advisors's portfolio in Q2 2026, its #218 holding.
  • Foundations Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2019 and has held it in 29 quarters since.
  • Foundations Investment Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $73.9M in Q4 2019.
  • 1,853 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.