Independent Financial Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Independent Financial Group’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	$7.06M	Sell	44,496 -391	-0.9%	-$58.2K	0.13%	150
2026 Q1	$6.58M	Buy	44,887 +7,325	+20%	+$1.13M	0.15%	143
2025 Q4	$5.81M	Buy	37,562 +1,110	+3%	+$166K	0.13%	148
2025 Q3	$5.07M	Sell	36,452 -8,369	-19%	-$1.13M	0.12%	150
2025 Q2	$6.04M	Sell	44,821 -2,731	-6%	-$369K	0.17%	113
2025 Q1	$6.94M	Buy	47,552 +6,701	+16%	+$973K	0.24%	79
2024 Q4	$5.62M	Sell	40,851 -5,392	-12%	-$789K	0.19%	105
2024 Q3	$7.12M	Sell	46,243 -1,762	-4%	-$267K	0.26%	72
2024 Q2	$7M	Buy	48,005 +1,956	+4%	+$281K	0.28%	67
2024 Q1	$6.8M	Buy	46,049 +3,711	+9%	+$532K	0.31%	66
2023 Q4	$5.77M	Buy	42,338 +17,311	+69%	+$2.25M	0.31%	67
2023 Q3	$3.22M	Buy	25,027 +2,431	+11%	+$323K	0.21%	102
2023 Q2	$3M	Sell	22,596 -655	-3%	-$86.3K	0.21%	104
2023 Q1	$3.01M	Buy	23,251 +332	+1%	+$43.4K	0.24%	95
2022 Q4	$3.11M	Buy	22,919 +2,702	+13%	+$358K	0.27%	74
2022 Q3	$2.45M	Buy	20,217 +1,267	+7%	+$163K	0.22%	86
2022 Q2	$2.43M	Buy	18,950 +1,812	+11%	+$238K	0.26%	84
2022 Q1	$2.35M	Sell	17,138 -1,112	-6%	-$147K	0.19%	108
2021 Q4	$2.57M	Buy	18,250 +3,622	+25%	+$481K	0.21%	102
2021 Q3	$1.86M	Buy	14,628 +871	+6%	+$115K	0.19%	113
2021 Q2	$1.73M	Buy	13,757 +40	+0.3%	+$4.9K	0.18%	125
2021 Q1	$1.6M	Buy	13,717 +310	+2%	+$35.8K	0.21%	119
2020 Q4	$1.52M	Buy	13,407 +196	+1%	+$21.4K	0.22%	112
2020 Q3	$1.39M	Buy	13,211 +1,884	+17%	+$198K	0.26%	89
2020 Q2	$1.13M	Buy	11,327 +604	+6%	+$59.6K	0.25%	99
2020 Q1	$950K	Buy	+10,723	New	+$1.04M	0.28%	89

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

Independent Financial Group's XLV Position: Q2 2026 in Review

Independent Financial Group reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.87% in Q2 2026, selling an estimated $58.2K and leaving 44,496 shares worth $7.06M. The position accounts for 0.13% of the portfolio, ranked #150.

Independent Financial Group first reported a position in XLV in Q1 2020 and has held it in 26 quarters since. The position peaked at $7.12M in Q3 2024. 1,784 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Independent Financial Group held 44,496 shares of State Street Health Care Select Sector SPDR ETF worth $7.06M as of Q2 2026.
Independent Financial Group sold 391 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $58.2K.
State Street Health Care Select Sector SPDR ETF made up 0.13% of Independent Financial Group's portfolio in Q2 2026, its #150 holding.
Independent Financial Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
Independent Financial Group's State Street Health Care Select Sector SPDR ETF position peaked at $7.12M in Q3 2024.
1,784 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.