FSM Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$254K Hold
1,602
0.03% 298
2026
Q1
$235K Sell
1,602
-282
-15% -$43.5K 0.03% 287
2025
Q4
$292K Sell
1,884
-292
-13% -$43.7K 0.04% 244
2025
Q3
$303K Hold
2,176
0.04% 243
2025
Q2
$292K Buy
2,176
+262
+14% +$35.4K 0.05% 222
2025
Q1
$280K Buy
1,914
+1
+0.1% +$145 0.06% 161
2024
Q4
$270K Buy
1,913
+345
+22% +$50.5K 0.07% 146
2024
Q3
$242K Sell
1,568
-54
-3% -$8.19K 0.06% 156
2024
Q2
$236K Hold
1,622
0.08% 137
2024
Q1
$240K Buy
+1,622
New +$233K 0.09% 142

Other funds holding XLV

FSM Wealth Advisors's XLV Position: Q2 2026 in Review

FSM Wealth Advisors held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 1,602 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #298.

FSM Wealth Advisors first reported a position in XLV in Q1 2024 and has held it in 10 quarters since. The position peaked at $303K in Q3 2025. 1,853 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • FSM Wealth Advisors held 1,602 shares of State Street Health Care Select Sector SPDR ETF worth $254K as of Q2 2026.
  • FSM Wealth Advisors left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Health Care Select Sector SPDR ETF made up 0.03% of FSM Wealth Advisors's portfolio in Q2 2026, its #298 holding.
  • FSM Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
  • FSM Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $303K 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 FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.