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

Fulcrum Equity Management’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	$1.24M	Sell	7,846 -2,008	-20%	-$299K	0.91%	23
2026 Q1	$1.44M	Sell	9,854 -863	-8%	-$133K	1.4%	13
2025 Q4	$1.66M	Buy	10,717 +4,393	+69%	+$658K	1.59%	16
2025 Q3	$880K	Sell	6,324 -18	-0.3%	-$2.44K	0.89%	27
2025 Q2	$855K	Sell	6,342 -4,399	-41%	-$594K	0.88%	30
2025 Q1	$1.57M	Buy	10,741 +3,607	+51%	+$524K	1.71%	11
2024 Q4	$981K	Sell	7,134 -760	-10%	-$111K	0.97%	34
2024 Q3	$1.22M	Buy	7,894 +5,123	+185%	+$777K	1.03%	25
2024 Q2	$404K	Buy	2,771 +808	+41%	+$116K	0.36%	82
2024 Q1	$290K	Sell	1,963 -2,520	-56%	-$362K	0.34%	91
2023 Q4	$611K	Sell	4,483 -2,168	-33%	-$282K	0.76%	31
2023 Q3	$856K	Sell	6,651 -500	-7%	-$66.4K	1%	27
2023 Q2	$949K	Sell	7,151 -5,198	-42%	-$685K	1.1%	28
2023 Q1	$1.6M	Sell	12,349 -1,976	-14%	-$258K	1.5%	26
2022 Q4	$1.95M	Sell	14,325 -839	-6%	-$111K	1.59%	25
2022 Q3	$1.84M	Sell	15,164 -290	-2%	-$37.4K	1.55%	27
2022 Q2	$1.98M	Sell	15,454 -1,830	-11%	-$240K	1.6%	25
2022 Q1	$2.37M	Buy	17,284 +3,007	+21%	+$398K	1.4%	24
2021 Q4	$2.01M	Sell	14,277 -439	-3%	-$58.3K	0.75%	44
2021 Q3	$1.87M	Buy	14,716 +6,045	+70%	+$799K	0.73%	44
2021 Q2	$1.09M	Sell	8,671 -260	-3%	-$31.9K	0.41%	68
2021 Q1	$1.04M	Buy	8,931 +1,726	+24%	+$199K	0.41%	72
2020 Q4	$817K	Sell	7,205 -1,037	-13%	-$113K	0.33%	69
2020 Q3	$869K	Sell	8,242 -8,101	-50%	-$853K	0.4%	61
2020 Q2	$1.64M	Buy	16,343 +12,295	+304%	+$1.21M	0.77%	23
2020 Q1	$359K	Sell	4,048 -967	-19%	-$93.9K	0.26%	25
2019 Q4	$511K	Sell	5,015 -4,693	-48%	-$451K	0.27%	55
2019 Q3	$875K	Buy	9,708 +2,268	+30%	+$207K	0.44%	23
2019 Q2	$680K	Sell	7,440 -77	-1%	-$6.92K	0.32%	28
2019 Q1	$690K	Buy	+7,517	New	+$678K	0.24%	18

Other funds holding XLV

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fulcrum Equity Management's XLV Position: Q2 2026 in Review

Fulcrum Equity Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 20% in Q2 2026, selling an estimated $299K and leaving 7,846 shares worth $1.24M. The position accounts for 0.91% of the portfolio, ranked #23.

Fulcrum Equity Management first reported a position in XLV in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.37M in Q1 2022. 321 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Fulcrum Equity Management held 7,846 shares of State Street Health Care Select Sector SPDR ETF worth $1.24M as of Q2 2026.
Fulcrum Equity Management sold 2,008 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $299K.
State Street Health Care Select Sector SPDR ETF made up 0.91% of Fulcrum Equity Management's portfolio in Q2 2026, its #23 holding.
Fulcrum Equity Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2019 and has held it in 30 quarters since.
Fulcrum Equity Management's State Street Health Care Select Sector SPDR ETF position peaked at $2.37M in Q1 2022.
321 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.