Fulcrum Capital’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Fulcrum Capital’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	$476K	Hold	3,000	–	–	0.1%	67
2026 Q1	$440K	Sell	3,000 -93	-3%	-$14.3K	0.1%	68
2025 Q4	$479K	Buy	3,093 +93	+3%	+$13.9K	0.1%	66
2025 Q3	$418K	Sell	3,000 -5,700	-66%	-$771K	0.09%	69
2025 Q2	$1.17M	Hold	8,700	–	–	0.25%	49
2025 Q1	$1.27M	Hold	8,700	–	–	0.28%	49
2024 Q4	$1.2M	Hold	8,700	–	–	0.25%	48
2024 Q3	$1.34M	Hold	8,700	–	–	0.29%	48
2024 Q2	$1.27M	Hold	8,700	–	–	0.29%	45
2024 Q1	$1.29M	Sell	8,700 -32	-0.4%	-$4.59K	0.31%	47
2023 Q4	$1.19M	Hold	8,732	–	–	0.31%	48
2023 Q3	$1.12M	Hold	8,732	–	–	0.33%	46
2023 Q2	$1.16M	Sell	8,732 -174	-2%	-$22.9K	0.3%	47
2023 Q1	$1.15M	Sell	8,906 -506	-5%	-$66.1K	0.31%	47
2022 Q4	$1.28M	Buy	+9,412	New	+$1.25M	0.37%	47

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

Fulcrum Capital's XLV Position: Q2 2026 in Review

Fulcrum Capital held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 3,000 shares worth $476K. The position accounts for 0.1% of the portfolio, ranked #67.

Fulcrum Capital first reported a position in XLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.34M in Q3 2024. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Fulcrum Capital held 3,000 shares of State Street Health Care Select Sector SPDR ETF worth $476K as of Q2 2026.
Fulcrum Capital 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 0.1% of Fulcrum Capital's portfolio in Q2 2026, its #67 holding.
Fulcrum Capital first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Fulcrum Capital's State Street Health Care Select Sector SPDR ETF position peaked at $1.34M in Q3 2024.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Fulcrum Capital's 13F filing for Q2 2026, filed 21 Jul 2026.