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

Intrepid Financial Planning 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	$1.28M	Sell	8,038 -111	-1%	-$16.5K	0.43%	50
2026 Q1	$1.19M	Hold	8,149	–	–	0.48%	52
2025 Q4	$1.26M	Buy	8,149 +116	+1%	+$17.4K	0.48%	49
2025 Q3	$1.12M	Sell	8,033 -6,813	-46%	-$922K	0.43%	55
2025 Q2	$2M	Hold	14,846	–	–	0.84%	27
2025 Q1	$2.17M	Sell	14,846 -162	-1%	-$23.5K	1%	25
2024 Q4	$2.06M	Sell	15,008 -429	-3%	-$62.8K	0.87%	30
2024 Q3	$2.38M	Sell	15,437 -857	-5%	-$130K	1.02%	23
2024 Q2	$2.37M	Sell	16,294 -80	-0.5%	-$11.5K	1.02%	23
2024 Q1	$2.42M	Buy	16,374 +10	+0.1%	+$1.44K	1.04%	23
2023 Q4	$2.23M	Sell	16,364 -336	-2%	-$43.7K	1.07%	27
2023 Q3	$2.15M	Sell	16,700 -1,162	-7%	-$154K	1.11%	23
2023 Q2	$2.37M	Sell	17,862 -306	-2%	-$40.3K	1.14%	22
2023 Q1	$2.35M	Buy	18,168 +4	+0%	+$523	1.19%	22
2022 Q4	$2.47M	Sell	18,164 -179	-1%	-$23.7K	1.34%	20
2022 Q3	$2.22M	Buy	18,343 +21	+0.1%	+$2.71K	1.26%	25
2022 Q2	$2.35M	Buy	+18,322	New	+$2.4M	1.29%	24

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

Intrepid Financial Planning Group's XLV Position: Q2 2026 in Review

Intrepid Financial Planning Group reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.4% in Q2 2026, selling an estimated $16.5K and leaving 8,038 shares worth $1.28M. The position accounts for 0.43% of the portfolio, ranked #50.

Intrepid Financial Planning Group first reported a position in XLV in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.47M in Q4 2022. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Intrepid Financial Planning Group held 8,038 shares of State Street Health Care Select Sector SPDR ETF worth $1.28M as of Q2 2026.
Intrepid Financial Planning Group sold 111 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $16.5K.
State Street Health Care Select Sector SPDR ETF made up 0.43% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #50 holding.
Intrepid Financial Planning Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2022 and has held it in 17 quarters since.
Intrepid Financial Planning Group's State Street Health Care Select Sector SPDR ETF position peaked at $2.47M in Q4 2022.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.