Fountainhead AM’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Fountainhead AM’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	$62.3K	Sell	392 -63	-14%	-$9.37K	0.05%	147
2026 Q1	$66.7K	Buy	455 +8	+2%	+$1.23K	0.06%	147
2025 Q4	$69.2K	Sell	447 -6,804	-94%	-$1.02M	0.1%	91
2025 Q3	$1.01M	Buy	7,251 +265	+4%	+$35.9K	0.13%	73
2025 Q2	$942K	Buy	6,986 +1,267	+22%	+$171K	0.14%	67
2025 Q1	$835K	Buy	5,719 +121	+2%	+$17.6K	0.14%	58
2024 Q4	$770K	Buy	5,598 +2,555	+84%	+$374K	0.14%	60
2024 Q3	$469K	Buy	3,043 +73	+2%	+$11.1K	0.1%	75
2024 Q2	$433K	Buy	2,970 +189	+7%	+$27.1K	0.1%	71
2024 Q1	$411K	Buy	2,781 +509	+22%	+$73K	0.1%	76
2023 Q4	$310K	Buy	2,272 +142	+7%	+$18.5K	0.09%	81
2023 Q3	$274K	Buy	2,130 +113	+6%	+$15K	0.1%	73
2023 Q2	$268K	Buy	2,017 +452	+29%	+$59.6K	0.1%	63
2023 Q1	$203K	Hold	1,565	–	–	0.08%	77
2022 Q4	$213K	Sell	1,565 -111	-7%	-$14.7K	0.1%	65
2022 Q3	$203K	Sell	1,676 -197	-11%	-$25.4K	0.1%	68
2022 Q2	$240K	Sell	1,873 -185	-9%	-$24.2K	0.13%	57
2022 Q1	$282K	Buy	2,058 +278	+16%	+$36.8K	0.13%	54
2021 Q4	$251K	Buy	+1,780	New	+$236K	0.11%	65

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

Fountainhead AM's XLV Position: Q2 2026 in Review

Fountainhead AM reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 14% in Q2 2026, selling an estimated $9.37K and leaving 392 shares worth $62.3K. The position accounts for 0.05% of the portfolio, ranked #147.

Fountainhead AM first reported a position in XLV in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.01M in Q3 2025. 1,853 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Fountainhead AM held 392 shares of State Street Health Care Select Sector SPDR ETF worth $62.3K as of Q2 2026.
Fountainhead AM sold 63 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $9.37K.
State Street Health Care Select Sector SPDR ETF made up 0.05% of Fountainhead AM's portfolio in Q2 2026, its #147 holding.
Fountainhead AM first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Fountainhead AM's State Street Health Care Select Sector SPDR ETF position peaked at $1.01M in Q3 2025.
1,853 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.