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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
Q3 		$465K Buy
2,760
+294
+12% +$49K 0.17% 67
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

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

My Personal CFO LLC's XLV Position: Q3 2026 in Review

My Personal CFO LLC increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 12% in Q3 2026, buying an estimated $49K and bringing the position to 2,760 shares worth $465K. The position accounts for 0.17% of the portfolio, ranked #67.

My Personal CFO LLC first reported a position in XLV in Q4 2021 and has held it in 19 quarters since. The position peaked at $518K in Q3 2024. 309 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

  • My Personal CFO LLC held 2,760 shares of State Street Health Care Select Sector SPDR ETF worth $465K as of Q3 2026.
  • My Personal CFO LLC bought 294 State Street Health Care Select Sector SPDR ETF shares in Q3 2026, an estimated $49K.
  • State Street Health Care Select Sector SPDR ETF made up 0.17% of My Personal CFO LLC's portfolio in Q3 2026, its #67 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 19 quarters since.
  • My Personal CFO LLC's State Street Health Care Select Sector SPDR ETF position peaked at $518K in Q3 2024.
  • 309 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on My Personal CFO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.