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

Legacy Financial Strategies’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 		$976K Sell
6,154
-242
-4% -$36K 0.15% 64
2026
Q1 		$938K Sell
6,396
-539
-8% -$83.1K 0.17% 59
2025
Q4 		$1.07M Sell
6,935
-960
-12% -$144K 0.19% 58
2025
Q3 		$1.1M Sell
7,895
-2,215
-22% -$300K 0.2% 59
2025
Q2 		$1.36M Sell
10,110
-476
-4% -$64.3K 0.27% 48
2025
Q1 		$1.55M Sell
10,586
-984
-9% -$143K 0.34% 44
2024
Q4 		$1.59M Sell
11,570
-655
-5% -$95.9K 0.34% 44
2024
Q3 		$1.88M Sell
12,225
-70,754
-85% -$10.7M 0.42% 43
2024
Q2 		$11.9M Buy
82,979
+4,350
+6% +$624K 2.86% 9
2024
Q1 		$11.6M Buy
78,629
+1,023
+1% +$147K 2.99% 9
2023
Q4 		$10.6M Sell
77,606
-169
-0.2% -$22K 3.02% 9
2023
Q3 		$9.97M Buy
77,775
+7,460
+11% +$990K 3.2% 9
2023
Q2 		$9.33M Buy
70,315
+2,449
+4% +$323K 3.12% 9
2023
Q1 		$8.79M Buy
67,866
+2,497
+4% +$326K 3.26% 9
2022
Q4 		$8.88M Buy
65,369
+7,631
+13% +$1.01M 3.67% 9
2022
Q3 		$6.99M Buy
+57,738
New +$7.44M 3.25% 9
2018
Q2 		– Sell
-4,978
Closed -$405K – 103
2018
Q1 		$405K Buy
4,978
+428
+9% +$36.5K 0.4% 54
2017
Q4 		$376K Buy
+4,550
New +$375K 0.4% 51

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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

Legacy Financial Strategies's XLV Position: Q2 2026 in Review

Legacy Financial Strategies reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 3.8% in Q2 2026, selling an estimated $36K and leaving 6,154 shares worth $976K. The position accounts for 0.15% of the portfolio, ranked #64.

Legacy Financial Strategies first reported a position in XLV in Q4 2017 and has held it in 18 quarters since. The position peaked at $11.9M in Q2 2024. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Legacy Financial Strategies held 6,154 shares of State Street Health Care Select Sector SPDR ETF worth $976K as of Q2 2026.
  • Legacy Financial Strategies sold 242 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $36K.
  • State Street Health Care Select Sector SPDR ETF made up 0.15% of Legacy Financial Strategies's portfolio in Q2 2026, its #64 holding.
  • Legacy Financial Strategies first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2017 and has held it in 18 quarters since.
  • Legacy Financial Strategies's State Street Health Care Select Sector SPDR ETF position peaked at $11.9M in Q2 2024.
  • 1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.