NFP Retirement Inc’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

NFP Retirement Inc’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 Q1	$2.14M	Sell	14,613 -154	-1%	-$23.8K	0.13%	99
2025 Q4	$2.29M	Buy	14,767 +4,087	+38%	+$612K	0.14%	93
2025 Q3	$1.49M	Sell	10,680 -71	-0.7%	-$9.61K	0.09%	114
2025 Q2	$1.45M	Buy	10,751 +3,375	+46%	+$456K	0.1%	113
2025 Q1	$1.08M	Buy	7,376 +1,228	+20%	+$178K	0.09%	113
2024 Q4	$846K	Sell	6,148 -317	-5%	-$46.4K	0.07%	137
2024 Q3	$996K	Buy	6,465 +2,416	+60%	+$366K	0.08%	121
2024 Q2	$590K	Buy	4,049 +833	+26%	+$119K	0.05%	173
2024 Q1	$475K	Buy	+3,216	New	+$461K	0.04%	186

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

NFP Retirement Inc's XLV Position: Q1 2026 in Review

NFP Retirement Inc reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1% in Q1 2026, selling an estimated $23.8K and leaving 14,613 shares worth $2.14M. The position accounts for 0.13% of the portfolio, ranked #99.

NFP Retirement Inc first reported a position in XLV in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.29M in Q4 2025. 1,803 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

NFP Retirement Inc held 14,613 shares of State Street Health Care Select Sector SPDR ETF worth $2.14M as of Q1 2026.
NFP Retirement Inc sold 154 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $23.8K.
State Street Health Care Select Sector SPDR ETF made up 0.13% of NFP Retirement Inc's portfolio in Q1 2026, its #99 holding.
NFP Retirement Inc first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
NFP Retirement Inc's State Street Health Care Select Sector SPDR ETF position peaked at $2.29M in Q4 2025.
1,803 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.