BFC Planning, Inc.’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

BFC Planning, 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	$2.67M	Sell	16,837 -439	-3%	-$65.3K	0.11%	195
2026 Q1	$2.53M	Sell	17,276 -1,744	-9%	-$269K	0.11%	179
2025 Q4	$2.94M	Buy	19,020 +5,959	+46%	+$892K	0.13%	159
2025 Q3	$1.82M	Buy	13,061 +808	+7%	+$109K	0.13%	142
2025 Q2	$1.65M	Sell	12,253 -2,211	-15%	-$299K	0.13%	147
2025 Q1	$2.11M	Buy	14,464 +2,085	+17%	+$303K	0.19%	103
2024 Q4	$1.7M	Buy	+12,379	New	+$1.81M	0.14%	130

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 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 $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

BFC Planning, Inc.'s XLV Position: Q2 2026 in Review

BFC Planning, Inc. reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.5% in Q2 2026, selling an estimated $65.3K and leaving 16,837 shares worth $2.67M. The position accounts for 0.11% of the portfolio, ranked #195.

BFC Planning, Inc. first reported a position in XLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.94M in Q4 2025. 1,871 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

BFC Planning, Inc. held 16,837 shares of State Street Health Care Select Sector SPDR ETF worth $2.67M as of Q2 2026.
BFC Planning, Inc. sold 439 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $65.3K.
State Street Health Care Select Sector SPDR ETF made up 0.11% of BFC Planning, Inc.'s portfolio in Q2 2026, its #195 holding.
BFC Planning, Inc. first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s State Street Health Care Select Sector SPDR ETF position peaked at $2.94M in Q4 2025.
1,871 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.