FWL Investment Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

FWL Investment 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	$86.5K	Buy	+545	New	+$81.1K	0.02%	160
2026 Q1	–	Sell	-30	Closed	-$4.64K	–	418
2025 Q4	$4.64K	Hold	30	–	–	﹤0.01%	317
2025 Q3	$4.17K	Hold	30	–	–	﹤0.01%	294
2025 Q2	$4.04K	Hold	30	–	–	﹤0.01%	269
2025 Q1	$4.38K	Sell	30 -1,061	-97%	-$154K	﹤0.01%	254
2024 Q4	$150K	Buy	1,091 +1,016	+1,355%	+$149K	0.05%	97
2024 Q3	$11.6K	Hold	75	–	–	﹤0.01%	233
2024 Q2	$10.9K	Sell	75 -220	-75%	-$31.6K	0.01%	191
2024 Q1	$43.6K	Hold	295	–	–	0.02%	107
2023 Q4	$40.2K	Sell	295 -76	-20%	-$9.89K	0.02%	102
2023 Q3	$47.8K	Buy	+371	New	+$49.3K	0.03%	92
2023 Q2	–	Sell	-409	Closed	-$52.9K	–	81
2023 Q1	$52.9K	Sell	409 -1,060	-72%	-$138K	0.04%	55
2022 Q4	$200K	Buy	1,469 +229	+18%	+$30.3K	0.15%	42
2022 Q3	$150K	Buy	+1,240	New	+$160K	0.13%	40
2022 Q1	–	Sell	-1,590	Closed	-$224K	–	56
2021 Q4	$224K	Buy	+1,590	New	+$211K	0.14%	48

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

FWL Investment Management's XLV Position: Q2 2026 in Review

FWL Investment Management opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 545 shares worth $86.5K. The stake represents 0.02% of the portfolio and ranks #160 among its holdings. This is a return to the name: FWL Investment Management previously reported a position in XLV as recently as Q4 2025.

FWL Investment Management first reported a position in XLV in Q4 2021 and has held it in 15 quarters since. The position peaked at $224K in Q4 2021. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

FWL Investment Management held 545 shares of State Street Health Care Select Sector SPDR ETF worth $86.5K as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new FWL Investment Management position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.02% of FWL Investment Management's portfolio in Q2 2026, its #160 holding.
FWL Investment Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 15 quarters since.
FWL Investment Management's State Street Health Care Select Sector SPDR ETF position peaked at $224K in Q4 2021.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.