Gallagher Fiduciary Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Gallagher Fiduciary Advisors’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	$490K	Buy	3,091 +705	+30%	+$105K	0.02%	197
2026 Q1	$350K	Buy	2,386 +784	+49%	+$121K	0.01%	245
2025 Q4	$248K	Buy	+1,602	New	+$240K	0.01%	292
2025 Q3	–	Sell	-7,617	Closed	-$1.03M	–	354
2025 Q2	$1.03M	Buy	7,617 +45	+0.6%	+$6.08K	0.04%	73
2025 Q1	$1.11M	Sell	7,572 -646	-8%	-$93.8K	0.04%	82
2024 Q4	$1.13M	Buy	8,218 +985	+14%	+$144K	0.22%	58
2024 Q3	$1.11M	Sell	7,233 -2,149	-23%	-$326K	0.23%	53
2024 Q2	$1.37M	Sell	9,382 -244	-3%	-$35K	0.31%	37
2024 Q1	$1.42M	Sell	9,626 -741	-7%	-$106K	0.05%	43
2023 Q4	$1.41M	Sell	10,367 -205	-2%	-$26.7K	0.05%	42
2023 Q3	$1.36M	Sell	10,572 -3,450	-25%	-$458K	0.12%	37
2023 Q2	$1.86M	Buy	14,022 +762	+6%	+$100K	0.14%	38
2023 Q1	$1.72M	Buy	+13,260	New	+$1.73M	0.14%	41

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

Gallagher Fiduciary Advisors's XLV Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 30% in Q2 2026, buying an estimated $105K and bringing the position to 3,091 shares worth $490K. The position accounts for 0.02% of the portfolio, ranked #197.

Gallagher Fiduciary Advisors first reported a position in XLV in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.86M in Q2 2023. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Gallagher Fiduciary Advisors held 3,091 shares of State Street Health Care Select Sector SPDR ETF worth $490K as of Q2 2026.
Gallagher Fiduciary Advisors bought 705 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $105K.
State Street Health Care Select Sector SPDR ETF made up 0.02% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #197 holding.
Gallagher Fiduciary Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
Gallagher Fiduciary Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $1.86M in Q2 2023.
1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.