Pacific Center for Financial Services’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Pacific Center for Financial Services’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	$711K	Sell	4,482 -127	-3%	-$18.9K	0.16%	47
2026 Q1	$676K	Sell	4,609 -851	-16%	-$131K	0.17%	47
2025 Q4	$760K	Hold	5,460	–	–	0.19%	44
2025 Q3	$760K	Sell	5,460 -237	-4%	-$32.1K	0.19%	44
2025 Q2	$768K	Sell	5,697 -106	-2%	-$14.3K	0.21%	42
2025 Q1	$847K	Sell	5,803 -702	-11%	-$102K	0.22%	37
2024 Q4	$895K	Buy	6,505 +1	+0%	+$146	0.23%	35
2024 Q3	$1M	Buy	6,504 +1	+0%	+$152	0.26%	29
2024 Q2	$948K	Buy	6,503 +71	+1%	+$10.2K	0.27%	29
2024 Q1	$950K	Buy	6,432 +210	+3%	+$30.1K	0.27%	28
2023 Q4	$849K	Buy	6,222 +2	+0%	+$260	0.27%	28
2023 Q3	$801K	Sell	6,220 -104,472	-94%	-$13.9M	0.27%	29
2023 Q2	$14.7M	Buy	110,692 +472	+0.4%	+$62.2K	4.83%	6
2023 Q1	$14.3M	Buy	+110,220	New	+$14.4M	4.92%	6
2022 Q3	$424K	Buy	3,503 +414	+13%	+$53.3K	0.17%	40
2022 Q2	$396K	Buy	3,089 +716	+30%	+$93.9K	0.16%	45
2022 Q1	$325K	Buy	2,373 +189	+9%	+$25K	0.12%	57
2021 Q4	$308K	Buy	2,184 +85	+4%	+$11.3K	0.12%	60
2021 Q3	$267K	Buy	2,099 +1,603	+323%	+$212K	0.12%	61
2021 Q2	$62K	Hold	496	–	–	0.03%	141
2021 Q1	$58K	Hold	496	–	–	0.03%	142
2020 Q4	$56K	Buy	496 +146	+42%	+$15.9K	0.02%	138
2020 Q3	$37K	Buy	350 +39	+13%	+$4.11K	0.02%	135
2020 Q2	$31K	Buy	311 +34	+12%	+$3.36K	0.02%	147
2020 Q1	$25K	Hold	277	–	–	0.02%	141
2019 Q4	$28K	Hold	277	–	–	0.01%	158
2019 Q3	$25K	Hold	277	–	–	0.01%	164
2019 Q2	$26K	Hold	277	–	–	0.01%	158
2019 Q1	$25K	Buy	277 +108	+64%	+$9.74K	0.01%	149
2018 Q4	$15K	Buy	+169	New	+$15.3K	0.01%	185

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

Pacific Center for Financial Services's XLV Position: Q2 2026 in Review

Pacific Center for Financial Services reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.8% in Q2 2026, selling an estimated $18.9K and leaving 4,482 shares worth $711K. The position accounts for 0.16% of the portfolio, ranked #47.

Pacific Center for Financial Services first reported a position in XLV in Q4 2018 and has held it in 30 quarters since. The position peaked at $14.7M in Q2 2023. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Pacific Center for Financial Services held 4,482 shares of State Street Health Care Select Sector SPDR ETF worth $711K as of Q2 2026.
Pacific Center for Financial Services sold 127 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $18.9K.
State Street Health Care Select Sector SPDR ETF made up 0.16% of Pacific Center for Financial Services's portfolio in Q2 2026, its #47 holding.
Pacific Center for Financial Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
Pacific Center for Financial Services's State Street Health Care Select Sector SPDR ETF position peaked at $14.7M in Q2 2023.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.