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

Mission 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	$319K	Buy	+2,008	New	+$299K	0.26%	105
2025 Q1	$301K	Buy	+2,053	New	+$298K	0.28%	104
2021 Q4	$304K	Buy	+1,962	New	+$261K	0.28%	101

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Mission Financial Group opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 2,008 shares worth $319K. The stake represents 0.26% of the portfolio and ranks #105 among its holdings. This is a return to the name: Mission Financial Group previously reported a position in XLV as recently as Q1 2025.

Mission Financial Group first reported a position in XLV in Q4 2021 and has held it in 3 quarters since. 1,853 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Mission Financial Group held 2,008 shares of State Street Health Care Select Sector SPDR ETF worth $319K as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new Mission Financial Group position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.26% of Mission Financial Group's portfolio in Q2 2026, its #105 holding.
Mission Financial Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 3 quarters since.
1,853 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Mission Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.