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JBR Co Financial Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

JBR Co Financial Management’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 		$935K Buy
5,893
+2,788
+90% +$415K 0.34% 59
2026
Q1 		$481K Hold
3,105
– – 0.2% 81
2025
Q4 		$481K Sell
3,105
-7
-0.2% -$1.05K 0.2% 81
2025
Q3 		$433K Sell
3,112
-553
-15% -$74.8K 0.18% 82
2025
Q2 		$494K Sell
3,665
-352
-9% -$47.5K 0.24% 74
2025
Q1 		$587K Sell
4,017
-192
-5% -$27.9K 0.34% 60
2024
Q4 		$579K Sell
4,209
-161
-4% -$23.6K 0.35% 59
2024
Q3 		$673K Sell
4,370
-963
-18% -$146K 0.44% 53
2024
Q2 		$777K Buy
5,333
+362
+7% +$51.9K 0.55% 44
2024
Q1 		$734K Sell
4,971
-228
-4% -$32.7K 0.59% 42
2023
Q4 		$709K Buy
+5,199
New +$676K 0.67% 41

Other funds holding XLV

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
GG
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

JBR Co Financial Management's XLV Position: Q2 2026 in Review

JBR Co Financial Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 90% in Q2 2026, buying an estimated $415K and bringing the position to 5,893 shares worth $935K. The position accounts for 0.34% of the portfolio, ranked #59.

JBR Co Financial Management first reported a position in XLV in Q4 2023 and has held it in 11 quarters since. 603 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • JBR Co Financial Management held 5,893 shares of State Street Health Care Select Sector SPDR ETF worth $935K as of Q2 2026.
  • JBR Co Financial Management bought 2,788 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $415K.
  • State Street Health Care Select Sector SPDR ETF made up 0.34% of JBR Co Financial Management's portfolio in Q2 2026, its #59 holding.
  • JBR Co Financial Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • 603 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.