Founders Capital Management (Texas)’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Founders Capital Management (Texas)’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	$61K	Hold	384	–	–	0.03%	137
2026 Q1	$56.4K	Hold	384	–	–	0.03%	137
2025 Q4	$59.5K	Hold	384	–	–	0.03%	126
2025 Q3	$53.5K	Hold	384	–	–	0.03%	133
2025 Q2	$51.8K	Buy	384 +29	+8%	+$3.92K	0.03%	131
2025 Q1	$51.8K	Sell	355 -20	-5%	-$2.9K	0.03%	131
2024 Q4	$51.6K	Hold	375	–	–	0.03%	130
2024 Q3	$57.8K	Hold	375	–	–	0.04%	130
2024 Q2	$54.7K	Buy	375 +37	+11%	+$5.31K	0.04%	130
2024 Q1	$49.9K	Hold	338	–	–	0.03%	136
2023 Q4	$46.1K	Buy	338 +68	+25%	+$8.85K	0.03%	144
2023 Q3	$34.8K	Hold	270	–	–	0.03%	169
2023 Q2	$35.8K	Hold	270	–	–	0.03%	169
2023 Q1	$35K	Hold	270	–	–	0.03%	166
2022 Q4	$37K	Hold	270	–	–	0.03%	156
2022 Q3	$33K	Hold	270	–	–	0.03%	158
2022 Q2	$35K	Hold	270	–	–	0.03%	163
2022 Q1	$38K	Hold	270	–	–	0.02%	147
2021 Q4	$38K	Hold	270	–	–	0.02%	147
2021 Q3	$34K	Hold	270	–	–	0.02%	155
2021 Q2	$34K	Hold	270	–	–	0.02%	149
2021 Q1	$32K	Hold	270	–	–	0.02%	144
2020 Q4	$31K	Buy	+270	New	+$29.5K	0.02%	148
2020 Q1	$40K	Hold	450	–	–	0.04%	102
2019 Q4	$46K	Hold	450	–	–	0.03%	112
2019 Q3	$41K	Hold	450	–	–	0.03%	122
2019 Q2	$42K	Hold	450	–	–	0.04%	126
2019 Q1	$41K	Sell	450 -46	-9%	-$4.15K	0.04%	123
2018 Q4	$43K	Buy	496 +15	+3%	+$1.36K	0.05%	120
2018 Q3	$46K	Buy	481 +1	+0.2%	+$90	0.04%	120
2018 Q2	$40K	Buy	480 +8	+2%	+$663	0.04%	131
2018 Q1	$38K	Hold	472	–	–	0.03%	156
2017 Q4	$39K	Hold	472	–	–	0.03%	150
2017 Q3	$39K	Sell	472 -69	-13%	-$5.54K	0.03%	154
2017 Q2	$43K	Hold	541	–	–	0.04%	153
2017 Q1	$40K	Buy	+541	New	+$39.4K	0.04%	154

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 22.9% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Founders Capital Management (Texas)'s XLV Position: Q2 2026 in Review

Founders Capital Management (Texas) held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 384 shares worth $61K. The position accounts for 0.03% of the portfolio, ranked #137.

Founders Capital Management (Texas) first reported a position in XLV in Q1 2017 and has held it in 36 quarters since. 1,866 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Founders Capital Management (Texas) held 384 shares of State Street Health Care Select Sector SPDR ETF worth $61K as of Q2 2026.
Founders Capital Management (Texas) left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.03% of Founders Capital Management (Texas)'s portfolio in Q2 2026, its #137 holding.
Founders Capital Management (Texas) first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2017 and has held it in 36 quarters since.
1,866 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2026, filed 21 Jul 2026.