J.M. Forbes & Co’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

J.M. Forbes & Co’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	$8.59M	Hold	54,169	–	–	0.68%	47
2026 Q1	$7.94M	Hold	54,169	–	–	0.67%	46
2025 Q4	$8.39M	Hold	54,169	–	–	0.68%	44
2025 Q3	$7.54M	Hold	54,169	–	–	0.63%	51
2025 Q2	$7.3M	Hold	54,169	–	–	0.67%	47
2025 Q1	$7.91M	Sell	54,169 -829	-2%	-$120K	0.77%	44
2024 Q4	$7.57M	Hold	54,998	–	–	0.73%	43
2024 Q3	$8.47M	Hold	54,998	–	–	0.83%	42
2024 Q2	$8.02M	Sell	54,998 -333	-0.6%	-$47.8K	0.82%	42
2024 Q1	$8.17M	Hold	55,331	–	–	0.89%	41
2023 Q4	$7.55M	Sell	55,331 -619	-1%	-$80.5K	0.88%	43
2023 Q3	$7.2M	Buy	55,950 +15,773	+39%	+$2.09M	0.94%	42
2023 Q2	$5.33M	Buy	+40,177	New	+$5.3M	0.66%	49

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

J.M. Forbes & Co's XLV Position: Q2 2026 in Review

J.M. Forbes & Co held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 54,169 shares worth $8.59M. The position accounts for 0.68% of the portfolio, ranked #47.

J.M. Forbes & Co first reported a position in XLV in Q2 2023 and has held it in 13 quarters since. 1,853 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

J.M. Forbes & Co held 54,169 shares of State Street Health Care Select Sector SPDR ETF worth $8.59M as of Q2 2026.
J.M. Forbes & Co left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.68% of J.M. Forbes & Co's portfolio in Q2 2026, its #47 holding.
J.M. Forbes & Co first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
1,853 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.