FPC Investment Advisory’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

FPC Investment Advisory’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	$4.19M	Buy	26,010 +2,049	+9%	+$305K	1.98%	12
2026 Q1	$3.45M	Sell	23,961 -7,496	-24%	-$1.16M	1.72%	12
2025 Q4	$4.87M	Buy	31,457 +1,191	+4%	+$178K	2.67%	12
2025 Q3	$4.21M	Buy	30,266 +66	+0.2%	+$8.93K	2.53%	12
2025 Q2	$4.06M	Buy	30,200 +2,344	+8%	+$317K	2.54%	12
2025 Q1	$3.85M	Buy	27,856 +1,657	+6%	+$241K	2.64%	12
2024 Q4	$3.85M	Sell	26,199 -7,512	-22%	-$1.1M	2.81%	10
2024 Q3	$5.09M	Buy	33,711 +2,953	+10%	+$448K	4.32%	9
2024 Q2	$4.63M	Buy	30,758 +2,070	+7%	+$297K	4.17%	11
2024 Q1	$4.04M	Buy	+28,688	New	+$4.12M	3.98%	11

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

FPC Investment Advisory's XLV Position: Q2 2026 in Review

FPC Investment Advisory increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 8.6% in Q2 2026, buying an estimated $305K and bringing the position to 26,010 shares worth $4.19M. The position accounts for 1.98% of the portfolio, ranked #12.

FPC Investment Advisory first reported a position in XLV in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.09M in Q3 2024. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

FPC Investment Advisory held 26,010 shares of State Street Health Care Select Sector SPDR ETF worth $4.19M as of Q2 2026.
FPC Investment Advisory bought 2,049 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $305K.
State Street Health Care Select Sector SPDR ETF made up 1.98% of FPC Investment Advisory's portfolio in Q2 2026, its #12 holding.
FPC Investment Advisory first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
FPC Investment Advisory's State Street Health Care Select Sector SPDR ETF position peaked at $5.09M in Q3 2024.
1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on FPC Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.