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

LifeSteps 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
Q2 		$3.81K Buy
+24
New +$3.57K ﹤0.01% 585
2024
Q2 		– Sell
-24
Closed -$3.55K – 429
2024
Q1 		$3.55K Buy
+24
New +$3.44K ﹤0.01% 363

Other funds holding XLV

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
GG
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

LifeSteps Financial's XLV Position: Q2 2026 in Review

LifeSteps Financial opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 24 shares worth $3.81K. The stake represents ﹤0.01% of the portfolio and ranks #585 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in XLV as recently as Q1 2024.

LifeSteps Financial first reported a position in XLV in Q1 2024 and has held it in 2 quarters since. 603 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • LifeSteps Financial held 24 shares of State Street Health Care Select Sector SPDR ETF worth $3.81K as of Q2 2026.
  • State Street Health Care Select Sector SPDR ETF was a new LifeSteps Financial position in Q2 2026.
  • State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #585 holding.
  • LifeSteps Financial first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2024 and has held it in 2 quarters since.
  • 603 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.