Founders Financial Alliance’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Founders Financial Alliance’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	$651K	Sell	4,100 -330	-7%	-$49.1K	0.09%	206
2026 Q1	$650K	Sell	4,430 -82	-2%	-$12.6K	0.12%	174
2025 Q4	$698K	Buy	4,512 +9	+0.2%	+$1.35K	0.13%	153
2025 Q3	$627K	Sell	4,503 -366	-8%	-$49.5K	0.12%	165
2025 Q2	$656K	Sell	4,869 -686	-12%	-$92.6K	0.15%	143
2025 Q1	$811K	Buy	5,555 +3,573	+180%	+$519K	0.2%	108
2024 Q4	$273K	Sell	1,982 -38	-2%	-$5.56K	0.08%	228
2024 Q3	$311K	Buy	2,020 +14	+0.7%	+$2.12K	0.09%	213
2024 Q2	$292K	Buy	2,006 +403	+25%	+$57.8K	0.09%	213
2024 Q1	$237K	Buy	1,603 +353	+28%	+$50.6K	0.07%	240
2023 Q4	$170K	Buy	1,250 +3	+0.2%	+$390	0.07%	255
2023 Q3	$161K	Sell	1,247 -145	-10%	-$19.3K	0.07%	238
2023 Q2	$185K	Buy	1,392 +88	+7%	+$11.6K	0.07%	257
2023 Q1	$170K	Sell	1,304 -109	-8%	-$14.2K	0.09%	216
2022 Q4	$192K	Buy	1,413 +38	+3%	+$5.04K	0.09%	223
2022 Q3	$167K	Sell	1,375 -1,667	-55%	-$215K	0.09%	220
2022 Q2	$390K	Buy	3,042 +1,114	+58%	+$146K	0.2%	113
2022 Q1	$264K	Sell	1,928 -63	-3%	-$8.34K	0.12%	171
2021 Q4	$281K	Buy	1,991 +19	+1%	+$2.52K	0.11%	191
2021 Q3	$251K	Buy	1,972 +52	+3%	+$6.87K	0.12%	184
2021 Q2	$241K	Buy	1,920 +358	+23%	+$43.9K	0.11%	201
2021 Q1	$188K	Buy	1,562 +126	+9%	+$14.5K	0.09%	226
2020 Q4	$163K	Buy	1,436 +75	+6%	+$8.19K	0.09%	209
2020 Q3	$144K	Buy	+1,361	New	+$143K	0.09%	203

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

Founders Financial Alliance's XLV Position: Q2 2026 in Review

Founders Financial Alliance reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 7.4% in Q2 2026, selling an estimated $49.1K and leaving 4,100 shares worth $651K. The position accounts for 0.09% of the portfolio, ranked #206.

Founders Financial Alliance first reported a position in XLV in Q3 2020 and has held it in 24 quarters since. The position peaked at $811K in Q1 2025. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Founders Financial Alliance held 4,100 shares of State Street Health Care Select Sector SPDR ETF worth $651K as of Q2 2026.
Founders Financial Alliance sold 330 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $49.1K.
State Street Health Care Select Sector SPDR ETF made up 0.09% of Founders Financial Alliance's portfolio in Q2 2026, its #206 holding.
Founders Financial Alliance first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2020 and has held it in 24 quarters since.
Founders Financial Alliance's State Street Health Care Select Sector SPDR ETF position peaked at $811K in Q1 2025.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.