JTF
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J. Team Financial’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

J. Team Financial’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 		– Sell
-14,549
Closed -$2.13M – 114
2026
Q1 		$2.13M Buy
14,549
+38
+0.3% +$5.86K 2.39% 12
2025
Q4 		$2.25M Sell
14,511
-517
-3% -$77.4K 2.24% 11
2025
Q3 		$2.09M Buy
+15,028
New +$2.03M 2.12% 13

Other funds holding XLV

Envestnet Asset Management
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

J. Team Financial's XLV Position: Q2 2026 in Review

J. Team Financial sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026, closing a stake of 14,549 shares — an estimated $2.13M sold.

J. Team Financial first reported a position in XLV in Q3 2025 and held it in 3 quarters. The position peaked at $2.25M in Q4 2025. 1,135 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • J. Team Financial reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • J. Team Financial sold 14,549 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $2.13M.
  • J. Team Financial first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2025 and held it in 3 quarters.
  • J. Team Financial's State Street Health Care Select Sector SPDR ETF position peaked at $2.25M in Q4 2025.
  • 1,135 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on J. Team Financial's 13F filing for Q2 2026, filed 27 Jul 2026.