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

Larson 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	$5.96M	Buy	37,542 +29,460	+365%	+$4.38M	0.16%	109
2026 Q1	$1.18M	Sell	8,082 -29,680	-79%	-$4.58M	0.04%	297
2025 Q4	$5.85M	Buy	37,762 +26,560	+237%	+$3.98M	0.19%	95
2025 Q3	$1.56M	Buy	11,202 +2,214	+25%	+$300K	0.05%	256
2025 Q2	$1.21M	Sell	8,988 -17,524	-66%	-$2.37M	0.05%	267
2025 Q1	$3.87M	Buy	26,512 +10,193	+62%	+$1.48M	0.18%	103
2024 Q4	$2.25M	Sell	16,319 -16,404	-50%	-$2.4M	0.12%	155
2024 Q3	$5.04M	Buy	32,723 +24,788	+312%	+$3.76M	0.29%	71
2024 Q2	$1.16M	Buy	7,935 +4,851	+157%	+$696K	0.08%	185
2024 Q1	$456K	Buy	3,084 +973	+46%	+$140K	0.04%	250
2023 Q4	$288K	Buy	2,111 +564	+36%	+$73.4K	0.03%	280
2023 Q3	$199K	Buy	1,547 +180	+13%	+$23.9K	0.02%	324
2023 Q2	$181K	Sell	1,367 -4	-0.3%	-$527	0.02%	332
2023 Q1	$178K	Buy	1,371 +71	+5%	+$9.28K	0.02%	330
2022 Q4	$177K	Sell	1,300 -36	-3%	-$4.77K	0.02%	321
2022 Q3	$162K	Buy	1,336 +1,149	+614%	+$148K	0.02%	298
2022 Q2	$24K	Buy	187 +19	+11%	+$2.49K	﹤0.01%	514
2022 Q1	$23K	Sell	168 -21	-11%	-$2.78K	﹤0.01%	508
2021 Q4	$27K	Hold	189	–	–	﹤0.01%	489
2021 Q3	$24K	Sell	189 -153	-45%	-$20.2K	﹤0.01%	430
2021 Q2	$43K	Sell	342 -2	-0.6%	-$245	0.01%	303
2021 Q1	$40K	Buy	344 +17	+5%	+$1.96K	0.01%	294
2020 Q4	$37K	Buy	327 +1	+0.3%	+$109	0.01%	259
2020 Q3	$34K	Buy	326 +21	+7%	+$2.21K	0.01%	254
2020 Q2	$30K	Buy	305 +173	+131%	+$17.1K	0.01%	244
2020 Q1	$12K	Buy	132 +52	+65%	+$5.05K	0.01%	276
2019 Q4	$8K	Hold	80	–	–	﹤0.01%	328
2019 Q3	$7K	Hold	80	–	–	﹤0.01%	346
2019 Q2	$7K	Hold	80	–	–	0.01%	287
2019 Q1	$7K	Hold	80	–	–	0.01%	266
2018 Q4	$7K	Buy	+80	New	+$7.24K	0.01%	257

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

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

Larson Financial Group increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 365% in Q2 2026, buying an estimated $4.38M and bringing the position to 37,542 shares worth $5.96M. The position accounts for 0.16% of the portfolio, ranked #109.

Larson Financial Group first reported a position in XLV in Q4 2018 and has held it in 31 quarters since. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Larson Financial Group held 37,542 shares of State Street Health Care Select Sector SPDR ETF worth $5.96M as of Q2 2026.
Larson Financial Group bought 29,460 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $4.38M.
State Street Health Care Select Sector SPDR ETF made up 0.16% of Larson Financial Group's portfolio in Q2 2026, its #109 holding.
Larson Financial Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.