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

JDM 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	$23.8K	Buy	+150	New	+$22.3K	0.01%	151
2023 Q3	–	Sell	-20	Closed	-$2.65K	–	213
2023 Q2	$2.65K	Sell	20 -21	-51%	-$2.77K	﹤0.01%	197
2023 Q1	$5.31K	Buy	41 +3	+8%	+$392	﹤0.01%	176
2022 Q4	$5.16K	Buy	+38	New	+$5.04K	﹤0.01%	174

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

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

JDM Financial Group opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 150 shares worth $23.8K. The stake represents 0.01% of the portfolio and ranks #151 among its holdings. This is a return to the name: JDM Financial Group previously reported a position in XLV as recently as Q2 2023.

JDM Financial Group first reported a position in XLV in Q4 2022 and has held it in 4 quarters since. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

JDM Financial Group held 150 shares of State Street Health Care Select Sector SPDR ETF worth $23.8K as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new JDM Financial Group position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.01% of JDM Financial Group's portfolio in Q2 2026, its #151 holding.
JDM Financial Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 4 quarters since.
1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.