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

Magnus 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	$5.42M	Buy	34,168 +357	+1%	+$53.1K	0.38%	59
2026 Q1	$4.96M	Sell	33,811 -5,538	-14%	-$854K	0.4%	53
2025 Q4	$6.09M	Buy	39,349 +3,792	+11%	+$568K	0.47%	52
2025 Q3	$4.95M	Sell	35,557 -817	-2%	-$111K	0.39%	60
2025 Q2	$4.9M	Sell	36,374 -2,181	-6%	-$295K	0.43%	55
2025 Q1	$5.63M	Buy	38,555 +1,692	+5%	+$246K	0.54%	42
2024 Q4	$5.07M	Buy	36,863 +1,027	+3%	+$150K	0.49%	46
2024 Q3	$5.52M	Buy	35,836 +1,938	+6%	+$294K	0.56%	37
2024 Q2	$4.94M	Buy	33,898 +394	+1%	+$56.5K	0.56%	39
2024 Q1	$4.95M	Buy	33,504 +4,347	+15%	+$624K	0.59%	33
2023 Q4	$3.98M	Sell	29,157 -3,009	-9%	-$391K	0.52%	37
2023 Q3	$4.14M	Buy	32,166 +996	+3%	+$132K	0.6%	32
2023 Q2	$4.14M	Sell	31,170 -2,134	-6%	-$281K	0.59%	32
2023 Q1	$4.31M	Sell	33,304 -3,334	-9%	-$436K	0.66%	31
2022 Q4	$4.98M	Buy	36,638 +2,546	+7%	+$337K	0.81%	28
2022 Q3	$4.13M	Buy	34,092 +744	+2%	+$95.8K	0.79%	28
2022 Q2	$4.28M	Buy	33,348 +1,571	+5%	+$206K	0.79%	26
2022 Q1	$4.35M	Sell	31,777 -4,612	-13%	-$611K	0.73%	25
2021 Q4	$5.13M	Buy	36,389 +6,336	+21%	+$841K	0.97%	19
2021 Q3	$3.83M	Buy	30,053 +3,424	+13%	+$453K	0.81%	24
2021 Q2	$3.35M	Buy	26,629 +1,925	+8%	+$236K	0.73%	27
2021 Q1	$2.88M	Buy	24,704 +488	+2%	+$56.3K	0.7%	27
2020 Q4	$2.75M	Buy	24,216 +3,609	+18%	+$394K	0.27%	33
2020 Q3	$2.17M	Buy	20,607 +12,998	+171%	+$1.37M	0.25%	34
2020 Q2	$761K	Buy	7,609 +2,244	+42%	+$221K	0.08%	95
2020 Q1	$475K	Sell	5,365 -281	-5%	-$27.3K	0.06%	153
2019 Q4	$575K	Buy	5,646 +642	+13%	+$61.7K	0.08%	115
2019 Q3	$451K	Sell	5,004 -386	-7%	-$35.2K	0.08%	137
2019 Q2	$499K	Sell	5,390 -36	-0.7%	-$3.24K	0.1%	118
2019 Q1	$498K	Buy	5,426 +1,474	+37%	+$133K	0.1%	114
2018 Q4	$342K	Buy	+3,952	New	+$358K	0.09%	146

Other funds holding XLV

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

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

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

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

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

Magnus Financial Group increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.1% in Q2 2026, buying an estimated $53.1K and bringing the position to 34,168 shares worth $5.42M. The position accounts for 0.38% of the portfolio, ranked #59.

Magnus Financial Group first reported a position in XLV in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.09M in Q4 2025. 568 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Magnus Financial Group held 34,168 shares of State Street Health Care Select Sector SPDR ETF worth $5.42M as of Q2 2026.
Magnus Financial Group bought 357 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $53.1K.
State Street Health Care Select Sector SPDR ETF made up 0.38% of Magnus Financial Group's portfolio in Q2 2026, its #59 holding.
Magnus 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.
Magnus Financial Group's State Street Health Care Select Sector SPDR ETF position peaked at $6.09M in Q4 2025.
568 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.