JNBA Financial Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

JNBA Financial Advisors’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	$244K	Hold	1,537	–	–	0.02%	185
2026 Q1	$225K	Sell	1,537 -114	-7%	-$17.6K	0.02%	181
2025 Q4	$256K	Hold	1,651	–	–	0.02%	174
2025 Q3	$230K	Hold	1,651	–	–	0.02%	172
2025 Q2	$223K	Buy	1,651 +106	+7%	+$14.3K	0.02%	173
2025 Q1	$226K	Sell	1,545 -54	-3%	-$7.84K	0.02%	172
2024 Q4	$220K	Hold	1,599	–	–	0.02%	171
2024 Q3	$246K	Sell	1,599 -215	-12%	-$32.6K	0.02%	170
2024 Q2	$264K	Sell	1,814 -43	-2%	-$6.17K	0.03%	169
2024 Q1	$274K	Hold	1,857	–	–	0.03%	173
2023 Q4	$253K	Sell	1,857 -23	-1%	-$2.99K	0.03%	181
2023 Q3	$242K	Sell	1,880 -16	-0.8%	-$2.12K	0.03%	178
2023 Q2	$252K	Hold	1,896	–	–	0.03%	180
2023 Q1	$245K	Hold	1,896	–	–	0.03%	178
2022 Q4	$258K	Hold	1,896	–	–	0.04%	170
2022 Q3	$230K	Buy	1,896 +241	+15%	+$31K	0.04%	173
2022 Q2	$212K	Hold	1,655	–	–	0.03%	178
2022 Q1	$227K	Hold	1,655	–	–	0.03%	181
2021 Q4	$233K	Hold	1,655	–	–	0.03%	185
2021 Q3	$211K	Buy	1,655 +133	+9%	+$17.6K	0.03%	188
2021 Q2	$192K	Buy	1,522 +190	+14%	+$23.3K	0.03%	192
2021 Q1	$155K	Hold	1,332	–	–	0.02%	199
2020 Q4	$151K	Hold	1,332	–	–	0.02%	187
2020 Q3	$140K	Hold	1,332	–	–	0.03%	178
2020 Q2	$133K	Hold	1,332	–	–	0.03%	173
2020 Q1	$118K	Hold	1,332	–	–	0.03%	166
2019 Q4	$136K	Hold	1,332	–	–	0.03%	166
2019 Q3	$120K	Hold	1,332	–	–	0.02%	167
2019 Q2	$123K	Hold	1,332	–	–	0.03%	172
2019 Q1	$122K	Hold	1,332	–	–	0.03%	165
2018 Q4	$115K	Buy	+1,332	New	+$121K	0.03%	153
2018 Q3	–	Sell	-1,332	Closed	-$111K	–	727
2018 Q2	$111K	Hold	1,332	–	–	0.02%	165
2018 Q1	$108K	Hold	1,332	–	–	0.02%	161
2017 Q4	$110K	Hold	1,332	–	–	0.02%	166
2017 Q3	$109K	Hold	1,332	–	–	0.02%	155
2017 Q2	$106K	Hold	1,332	–	–	0.02%	160
2017 Q1	$99K	Sell	1,332 -100	-7%	-$7.29K	0.02%	161
2016 Q4	$99K	Buy	+1,432	New	+$99.4K	0.02%	162
2016 Q3	–	Sell	-1,432	Closed	-$103K	–	1678
2016 Q2	$103K	Sell	1,432 -500	-26%	-$35.2K	0.03%	161
2016 Q1	$131K	Hold	1,932	–	–	0.05%	136
2015 Q4	$139K	Hold	1,932	–	–	0.05%	127
2015 Q3	$128K	Buy	1,932 +632	+49%	+$46.2K	0.05%	122
2015 Q2	$97K	Hold	1,300	–	–	0.04%	130
2015 Q1	$94K	Sell	1,300 -250	-16%	-$17.8K	0.04%	138
2014 Q4	$106K	Buy	1,550 +100	+7%	+$6.69K	0.04%	130
2014 Q3	$93K	Hold	1,450	–	–	0.04%	140
2014 Q2	$88K	Buy	1,450 +500	+53%	+$29.4K	0.04%	142
2014 Q1	$56K	Buy	950 +200	+27%	+$11.5K	0.03%	161
2013 Q4	$42K	Hold	750	–	–	0.02%	174
2013 Q3	$38K	Hold	750	–	–	0.02%	171
2013 Q2	$36K	Buy	+750	New	+$35.9K	0.02%	165

Other funds holding XLV

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

JNBA Financial Advisors's XLV Position: Q2 2026 in Review

JNBA Financial Advisors held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 1,537 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #185.

JNBA Financial Advisors first reported a position in XLV in Q2 2013 and has held it in 51 quarters since. The position peaked at $274K in Q1 2024. 669 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

JNBA Financial Advisors held 1,537 shares of State Street Health Care Select Sector SPDR ETF worth $244K as of Q2 2026.
JNBA Financial Advisors 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 0.02% of JNBA Financial Advisors's portfolio in Q2 2026, its #185 holding.
JNBA Financial Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and has held it in 51 quarters since.
JNBA Financial Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $274K in Q1 2024.
669 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.