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 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 $1.37T 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

FPC Investment Advisory's XLV Position: Q1 2026 in Review

FPC Investment Advisory reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 24% in Q1 2026, selling an estimated $1.16M and leaving 23,961 shares worth $3.45M. The position accounts for 1.72% of the portfolio, ranked #12.

FPC Investment Advisory first reported a position in XLV in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.09M in Q3 2024. 1,805 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

FPC Investment Advisory held 23,961 shares of State Street Health Care Select Sector SPDR ETF worth $3.45M as of Q1 2026.
FPC Investment Advisory sold 7,496 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $1.16M.
State Street Health Care Select Sector SPDR ETF made up 1.72% of FPC Investment Advisory's portfolio in Q1 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 9 quarters since.
FPC Investment Advisory's State Street Health Care Select Sector SPDR ETF position peaked at $5.09M in Q3 2024.
1,805 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on FPC Investment Advisory's 13F filing for Q1 2026, filed 4 May 2026.