Founders Grove Wealth Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Founders Grove Wealth Partners’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	$1.1M	Sell	6,952 -546	-7%	-$81.2K	0.22%	82
2026 Q1	$1.1M	Sell	7,498 -809	-10%	-$125K	0.25%	75
2025 Q4	$1.29M	Sell	8,307 -546	-6%	-$81.8K	0.29%	69
2025 Q3	$1.23M	Sell	8,853 -3,907	-31%	-$529K	0.29%	67
2025 Q2	$1.72M	Sell	12,760 -1,437	-10%	-$194K	0.43%	51
2025 Q1	$2.07M	Buy	14,197 +1,276	+10%	+$185K	0.58%	45
2024 Q4	$1.78M	Buy	+12,921	New	+$1.89M	0.51%	48

Other funds holding XLV

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Founders Grove Wealth Partners's XLV Position: Q2 2026 in Review

Founders Grove Wealth Partners reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 7.3% in Q2 2026, selling an estimated $81.2K and leaving 6,952 shares worth $1.1M. The position accounts for 0.22% of the portfolio, ranked #82.

Founders Grove Wealth Partners first reported a position in XLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.07M in Q1 2025. 486 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Founders Grove Wealth Partners held 6,952 shares of State Street Health Care Select Sector SPDR ETF worth $1.1M as of Q2 2026.
Founders Grove Wealth Partners sold 546 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $81.2K.
State Street Health Care Select Sector SPDR ETF made up 0.22% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #82 holding.
Founders Grove Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Founders Grove Wealth Partners's State Street Health Care Select Sector SPDR ETF position peaked at $2.07M in Q1 2025.
486 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.