Global Financial Private Client’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Global Financial Private Client’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	$1.49M	Buy	9,369 +295	+3%	+$43.9K	0.4%	73
2026 Q1	$1.33M	Buy	9,074 +361	+4%	+$55.7K	0.44%	64
2025 Q4	$1.35M	Buy	8,713 +61	+0.7%	+$9.14K	0.47%	63
2025 Q3	$1.2M	Sell	8,652 -65	-0.7%	-$8.8K	0.43%	72
2025 Q2	$1.17M	Buy	8,717 +152	+2%	+$20.5K	0.44%	67
2025 Q1	$1.25M	Buy	8,565 +1,205	+16%	+$175K	0.48%	52
2024 Q4	$1.01M	Buy	7,360 +274	+4%	+$40.1K	0.38%	73
2024 Q3	$1.09M	Buy	7,086 +1,679	+31%	+$254K	0.43%	63
2024 Q2	$788K	Buy	5,407 +104	+2%	+$14.9K	0.33%	85
2024 Q1	$777K	Buy	5,303 +125	+2%	+$17.9K	0.33%	86
2023 Q4	$706K	Sell	5,178 -400	-7%	-$52K	0.33%	84
2023 Q3	$717K	Sell	5,578 -15	-0.3%	-$1.99K	0.37%	71
2023 Q2	$736K	Sell	5,593 -67	-1%	-$8.83K	0.36%	68
2023 Q1	$741K	Sell	5,660 -1,955	-26%	-$255K	0.38%	61
2022 Q4	$1.03M	Buy	7,615 +679	+10%	+$90K	0.58%	43
2022 Q3	$857K	Buy	6,936 +2,999	+76%	+$386K	0.49%	51
2022 Q2	$511K	Sell	3,937 -94	-2%	-$12.3K	0.29%	78
2022 Q1	$557K	Buy	4,031 +147	+4%	+$19.5K	0.27%	83
2021 Q4	$547K	Buy	3,884 +165	+4%	+$21.9K	0.26%	84
2021 Q3	$474K	Buy	3,719 +153	+4%	+$20.2K	0.24%	98
2021 Q2	$453K	Buy	3,566 +628	+21%	+$77K	0.25%	92
2021 Q1	$342K	Buy	2,938 +122	+4%	+$14.1K	0.25%	87
2020 Q4	$320K	Buy	2,816 +151	+6%	+$16.5K	0.25%	80
2020 Q3	$280K	Sell	2,665 -5,319	-67%	-$560K	0.24%	79
2020 Q2	$805K	Buy	7,984 +526	+7%	+$51.9K	0.7%	32
2020 Q1	$636K	Sell	7,458 -2,103	-22%	-$204K	0.67%	33
2019 Q4	$974K	Buy	+9,561	New	+$919K	0.82%	24

Other funds holding XLV

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

FFA

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Global Financial Private Client's XLV Position: Q2 2026 in Review

Global Financial Private Client increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 3.3% in Q2 2026, buying an estimated $43.9K and bringing the position to 9,369 shares worth $1.49M. The position accounts for 0.4% of the portfolio, ranked #73.

Global Financial Private Client first reported a position in XLV in Q4 2019 and has held it in 27 quarters since. 882 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Global Financial Private Client held 9,369 shares of State Street Health Care Select Sector SPDR ETF worth $1.49M as of Q2 2026.
Global Financial Private Client bought 295 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $43.9K.
State Street Health Care Select Sector SPDR ETF made up 0.4% of Global Financial Private Client's portfolio in Q2 2026, its #73 holding.
Global Financial Private Client first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
882 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.