Fund Advisors of America Inc’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Fund Advisors of America Inc’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	$251K	Sell	1,580 -46	-3%	-$6.84K	0.23%	96
2026 Q1	$238K	Sell	1,626 -89	-5%	-$13.7K	0.24%	94
2025 Q4	$265K	Buy	+1,715	New	+$257K	0.24%	96

Other funds holding XLV

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fund Advisors of America Inc's XLV Position: Q2 2026 in Review

Fund Advisors of America Inc reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.8% in Q2 2026, selling an estimated $6.84K and leaving 1,580 shares worth $251K. The position accounts for 0.23% of the portfolio, ranked #96.

Fund Advisors of America Inc first reported a position in XLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $265K in Q4 2025. 1,784 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Fund Advisors of America Inc held 1,580 shares of State Street Health Care Select Sector SPDR ETF worth $251K as of Q2 2026.
Fund Advisors of America Inc sold 46 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $6.84K.
State Street Health Care Select Sector SPDR ETF made up 0.23% of Fund Advisors of America Inc's portfolio in Q2 2026, its #96 holding.
Fund Advisors of America Inc first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Fund Advisors of America Inc's State Street Health Care Select Sector SPDR ETF position peaked at $265K in Q4 2025.
1,784 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Fund Advisors of America Inc's 13F filing for Q2 2026, filed 11 Aug 2026.