JF
XLV icon

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

JSF 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
Q1 		– Sell
-3,636
Closed -$563K – 138
2025
Q4 		$563K Sell
3,636
-12,742
-78% -$1.91M 0.12% 83
2025
Q3 		$2.28M Buy
16,378
+508
+3% +$68.7K 0.51% 28
2025
Q2 		$2.14M Sell
15,870
-12,535
-44% -$1.69M 0.51% 30
2025
Q1 		$4.15M Buy
28,405
+22,143
+354% +$3.22M 1.09% 20
2024
Q4 		$861K Sell
6,262
-49,232
-89% -$7.2M 0.23% 65
2024
Q3 		$8.55M Buy
55,494
+273
+0.5% +$41.4K 2.49% 10
2024
Q2 		$8.05M Buy
55,221
+40,163
+267% +$5.76M 2.47% 10
2024
Q1 		$2.22M Sell
15,058
-2,912
-16% -$418K 0.7% 24
2023
Q4 		$2.45M Buy
17,970
+117
+0.7% +$15.2K 0.85% 24
2023
Q3 		$2.3M Sell
17,853
-13,883
-44% -$1.84M 0.89% 24
2023
Q2 		$4.21M Buy
31,736
+14,088
+80% +$1.86M 1.49% 19
2023
Q1 		$2.28M Buy
17,648
+9,286
+111% +$1.21M 0.85% 29
2022
Q4 		$1.14M Buy
+8,362
New +$1.11M 0.42% 35
2022
Q3 		– Sell
-3,816
Closed -$489K – 121
2022
Q2 		$489K Buy
+3,816
New +$500K 0.22% 66

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

JSF Financial's XLV Position: Q1 2026 in Review

JSF Financial sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 3,636 shares — an estimated $563K sold.

JSF Financial first reported a position in XLV in Q2 2022 and held it in 14 quarters. The position peaked at $8.55M in Q3 2024. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • JSF Financial reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • JSF Financial sold 3,636 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $563K.
  • JSF Financial first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2022 and held it in 14 quarters.
  • JSF Financial's State Street Health Care Select Sector SPDR ETF position peaked at $8.55M in Q3 2024.
  • 1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.