MFG
XLV icon

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

Merit 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 		$5.92M Sell
37,290
-11,212
-23% -$1.67M 0.04% 385
2026
Q1 		$7.11M Buy
48,502
+19,246
+66% +$2.97M 0.05% 306
2025
Q4 		$4.53M Buy
29,256
+1,739
+6% +$260K 0.04% 379
2025
Q3 		$3.83M Sell
27,517
-10,899
-28% -$1.47M 0.04% 374
2025
Q2 		$5.18M Sell
38,416
-8,244
-18% -$1.11M 0.06% 270
2025
Q1 		$6.81M Sell
46,660
-19,225
-29% -$2.79M 0.1% 164
2024
Q4 		$9.06M Buy
65,885
+7,746
+13% +$1.13M 0.16% 116
2024
Q3 		$8.95M Sell
58,139
-2,063
-3% -$313K 0.2% 88
2024
Q2 		$8.77M Sell
60,202
-1,297
-2% -$186K 0.19% 86
2024
Q1 		$8.66M Buy
61,499
+8,856
+17% +$1.27M 0.21% 84
2023
Q4 		$7.18M Sell
52,643
-10,150
-16% -$1.32M 0.22% 70
2023
Q3 		$8.08M Sell
62,793
-8,749
-12% -$1.16M 0.26% 61
2023
Q2 		$9.5M Sell
71,542
-71,598
-50% -$9.44M 0.31% 50
2023
Q1 		$18.5M Buy
143,140
+16,887
+13% +$2.21M 0.67% 21
2022
Q4 		$17.2M Buy
126,253
+71,453
+130% +$9.47M 0.62% 21
2022
Q3 		$6.64M Buy
54,800
+13,491
+33% +$1.74M 0.29% 46
2022
Q2 		$5.3M Buy
41,309
+18,247
+79% +$2.39M 0.16% 84
2022
Q1 		$3.16M Buy
23,062
+20,824
+930% +$2.76M 0.19% 82
2021
Q4 		$315K Buy
2,238
+18
+0.8% +$2.39K 0.03% 220
2021
Q3 		$283K Sell
2,220
-148
-6% -$19.6K 0.03% 217
2021
Q2 		$298K Buy
2,368
+164
+7% +$20.1K 0.03% 210
2021
Q1 		$257K Buy
+2,204
New +$254K 0.03% 205
2018
Q1 		– Sell
-2,824
Closed -$233K – 125
2017
Q4 		$233K Buy
+2,824
New +$233K 0.05% 101

Other funds holding XLV

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
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 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
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Merit Financial Group reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 23% in Q2 2026, selling an estimated $1.67M and leaving 37,290 shares worth $5.92M. The position accounts for 0.04% of the portfolio, ranked #385.

Merit Financial Group first reported a position in XLV in Q4 2017 and has held it in 23 quarters since. The position peaked at $18.5M in Q1 2023. 325 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Merit Financial Group held 37,290 shares of State Street Health Care Select Sector SPDR ETF worth $5.92M as of Q2 2026.
  • Merit Financial Group sold 11,212 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $1.67M.
  • State Street Health Care Select Sector SPDR ETF made up 0.04% of Merit Financial Group's portfolio in Q2 2026, its #385 holding.
  • Merit Financial Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2017 and has held it in 23 quarters since.
  • Merit Financial Group's State Street Health Care Select Sector SPDR ETF position peaked at $18.5M in Q1 2023.
  • 325 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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