MFG
XLV icon

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

Midwest 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 		$1.84M Buy
11,567
+2,211
+24% +$329K 0.64% 42
2026
Q1 		$1.37M Buy
9,356
+120
+1% +$18.5K 0.58% 41
2025
Q4 		$1.43M Buy
9,236
+100
+1% +$15K 0.63% 42
2025
Q3 		$1.27M Buy
9,136
+286
+3% +$38.7K 0.61% 42
2025
Q2 		$1.19M Buy
8,850
+1,962
+28% +$265K 0.63% 44
2025
Q1 		$1.01M Buy
6,888
+90
+1% +$13.1K 0.58% 41
2024
Q4 		$935K Sell
6,798
-91
-1% -$13.3K 0.54% 44
2024
Q3 		$1.06M Sell
6,889
-736
-10% -$112K 0.62% 38
2024
Q2 		$1.11M Buy
7,625
+32
+0.4% +$4.59K 0.71% 37
2024
Q1 		$1.12M Buy
7,593
+255
+3% +$36.6K 0.75% 35
2023
Q4 		$1M Sell
7,338
-100
-1% -$13K 0.75% 35
2023
Q3 		$958K Sell
7,438
-124
-2% -$16.5K 0.81% 34
2023
Q2 		$1M Sell
7,562
-8
-0.1% -$1.05K 0.85% 28
2023
Q1 		$980K Buy
+7,570
New +$989K 0.9% 28

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
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
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

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

Midwest Financial Group increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 24% in Q2 2026, buying an estimated $329K and bringing the position to 11,567 shares worth $1.84M. The position accounts for 0.64% of the portfolio, ranked #42.

Midwest Financial Group first reported a position in XLV in Q1 2023 and has held it in 14 quarters since. 415 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Midwest Financial Group held 11,567 shares of State Street Health Care Select Sector SPDR ETF worth $1.84M as of Q2 2026.
  • Midwest Financial Group bought 2,211 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $329K.
  • State Street Health Care Select Sector SPDR ETF made up 0.64% of Midwest Financial Group's portfolio in Q2 2026, its #42 holding.
  • Midwest Financial Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
  • 415 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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