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

Pacific 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 Q1	$220K	Buy	+1,504	New	+$232K	0.12%	84
2023 Q1	–	Sell	-1,511	Closed	-$205K	–	56
2022 Q4	$205K	Buy	+1,511	New	+$200K	0.15%	53
2020 Q4	–	Sell	-36,553	Closed	-$3.86M	–	135
2020 Q3	$3.86M	Sell	36,553 -10,398	-22%	-$1.09M	3.03%	11
2020 Q2	$4.16M	Sell	46,951 -165	-0.4%	-$16.3K	4.33%	7
2020 Q1	$4.17M	Sell	47,116 -406,166	-90%	-$39.5M	4.31%	7
2019 Q4	$46.2M	Sell	453,282 -18,158	-4%	-$1.75M	4.55%	7
2019 Q3	$43.7M	Buy	471,440 +19,004	+4%	+$1.74M	4.74%	5
2019 Q2	$41.5M	Buy	452,436 +1,242	+0.3%	+$112K	5.01%	6
2019 Q1	$41.4M	Buy	451,194 +236,288	+110%	+$21.3M	5.05%	6
2018 Q4	$18.6M	Buy	+214,906	New	+$19.5M	2.95%	12
2016 Q2	$1.23M	Buy	+17,192	New	+$1.21M	2.21%	10

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

Pacific Financial Group's XLV Position: Q1 2026 in Review

Pacific Financial Group opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026: 1,504 shares worth $220K. The stake represents 0.12% of the portfolio and ranks #84 among its holdings. This is a return to the name: Pacific Financial Group previously reported a position in XLV as recently as Q4 2022.

Pacific Financial Group first reported a position in XLV in Q2 2016 and has held it in 11 quarters since. The position peaked at $46.2M in Q4 2019. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Pacific Financial Group held 1,504 shares of State Street Health Care Select Sector SPDR ETF worth $220K as of Q1 2026.
State Street Health Care Select Sector SPDR ETF was a new Pacific Financial Group position in Q1 2026.
State Street Health Care Select Sector SPDR ETF made up 0.12% of Pacific Financial Group's portfolio in Q1 2026, its #84 holding.
Pacific Financial Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2016 and has held it in 11 quarters since.
Pacific Financial Group's State Street Health Care Select Sector SPDR ETF position peaked at $46.2M in Q4 2019.
1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Pacific Financial Group's 13F filing for Q1 2026, filed 14 May 2026.