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My Personal CFO LLC’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

My Personal CFO LLC’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 		$391K Buy
2,466
+7
+0.3% +$1.04K 0.15% 69
2026
Q1 		$360K Buy
2,459
+7
+0.3% +$1.08K 0.16% 69
2025
Q4 		$380K Buy
+2,452
New +$367K 0.16% 71
2025
Q3 		– Sell
-3,326
Closed -$448K – 159
2025
Q2 		$448K Buy
3,326
+7
+0.2% +$945 0.2% 62
2025
Q1 		$485K Sell
3,319
-51
-2% -$7.41K 0.24% 58
2024
Q4 		$464K Buy
3,370
+7
+0.2% +$1.02K 0.24% 60
2024
Q3 		$518K Buy
3,363
+6
+0.2% +$909 0.28% 58
2024
Q2 		$489K Buy
3,357
+6
+0.2% +$861 0.26% 62
2024
Q1 		$495K Sell
3,351
-37
-1% -$5.31K 0.29% 64
2023
Q4 		$462K Buy
3,388
+7
+0.2% +$911 0.3% 62
2023
Q3 		$435K Sell
3,381
-6
-0.2% -$797 0.35% 55
2023
Q2 		$450K Buy
3,387
+862
+34% +$114K 0.35% 54
2023
Q1 		$327K Buy
2,525
+2,523
+126,150% +$330K 0.28% 57
2022
Q4 		$334K Hold
2
– – 0.31% 52
2022
Q3 		$306K Sell
2
-2,446
-100% -$315K 0.46% 47
2022
Q2 		$314K Buy
2,448
+6
+0.2% +$786 0.4% 42
2022
Q1 		$335K Buy
2,442
+4
+0.2% +$530 0.35% 42
2021
Q4 		$343K Buy
+2,438
New +$324K 0.3% 46

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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

My Personal CFO LLC's XLV Position: Q2 2026 in Review

My Personal CFO LLC increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.28% in Q2 2026, buying an estimated $1.04K and bringing the position to 2,466 shares worth $391K. The position accounts for 0.15% of the portfolio, ranked #69.

My Personal CFO LLC first reported a position in XLV in Q4 2021 and has held it in 18 quarters since. The position peaked at $518K in Q3 2024. 1,853 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • My Personal CFO LLC held 2,466 shares of State Street Health Care Select Sector SPDR ETF worth $391K as of Q2 2026.
  • My Personal CFO LLC bought 7 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $1.04K.
  • State Street Health Care Select Sector SPDR ETF made up 0.15% of My Personal CFO LLC's portfolio in Q2 2026, its #69 holding.
  • My Personal CFO LLC first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
  • My Personal CFO LLC's State Street Health Care Select Sector SPDR ETF position peaked at $518K in Q3 2024.
  • 1,853 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.