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

Founders Financial Securities’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 Q1	$14.4M	Buy	96,139 +35,952	+60%	+$5.55M	0.81%	22
2025 Q4	$9.32M	Buy	60,187 +5,203	+9%	+$779K	0.55%	37
2025 Q3	$7.65M	Buy	54,984 +14,776	+37%	+$2M	0.52%	40
2025 Q2	$5.42M	Sell	40,208 -35,231	-47%	-$4.76M	0.41%	57
2025 Q1	$10.5M	Buy	75,439 +13,176	+21%	+$1.91M	0.89%	25
2024 Q4	$8.57M	Sell	62,263 -6,704	-10%	-$981K	0.77%	35
2024 Q3	$10.6M	Sell	68,967 -1,687	-2%	-$256K	0.98%	30
2024 Q2	$10.3M	Buy	70,654 +11,312	+19%	+$1.62M	0.97%	28
2024 Q1	$8.77M	Buy	59,342 +29,800	+101%	+$4.28M	0.92%	31
2023 Q4	$4.03M	Sell	29,542 -3,765	-11%	-$490K	0.45%	49
2023 Q3	$4.29M	Sell	33,307 -8,373	-20%	-$1.11M	0.56%	46
2023 Q2	$5.53M	Buy	41,680 +4,932	+13%	+$650K	0.73%	34
2023 Q1	$4.76M	Buy	36,748 +3,338	+10%	+$436K	0.69%	38
2022 Q4	$4.54M	Buy	33,410 +10,714	+47%	+$1.42M	0.71%	32
2022 Q3	$2.75M	Sell	22,696 -2,717	-11%	-$350K	0.49%	43
2022 Q2	$3.26M	Sell	25,413 -14,203	-36%	-$1.86M	0.64%	33
2022 Q1	$5.43M	Buy	39,616 +17,325	+78%	+$2.29M	0.96%	22
2021 Q4	$3.14M	Buy	22,291 +2,467	+12%	+$328K	0.56%	41
2021 Q3	$2.52M	Buy	19,824 +113	+0.6%	+$14.9K	0.51%	42
2021 Q2	$2.48M	Buy	+19,711	New	+$2.42M	0.49%	43
2015 Q1	–	Sell	-51,293	Closed	-$3.51M	–	93
2014 Q4	$3.51M	Sell	51,293 -1,210	-2%	-$81K	2.1%	8
2014 Q3	$3.35M	Buy	+52,503	New	+$3.29M	2.16%	11

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Founders Financial Securities's XLV Position: Q1 2026 in Review

Founders Financial Securities increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 60% in Q1 2026, buying an estimated $5.55M and bringing the position to 96,139 shares worth $14.4M. The position accounts for 0.81% of the portfolio, ranked #22.

Founders Financial Securities first reported a position in XLV in Q3 2014 and has held it in 22 quarters since. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Founders Financial Securities held 96,139 shares of State Street Health Care Select Sector SPDR ETF worth $14.4M as of Q1 2026.
Founders Financial Securities bought 35,952 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $5.55M.
State Street Health Care Select Sector SPDR ETF made up 0.81% of Founders Financial Securities's portfolio in Q1 2026, its #22 holding.
Founders Financial Securities first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2014 and has held it in 22 quarters since.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.