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

Pacific Sun Financial’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	$1.13M	Buy	7,703 +763	+11%	+$118K	0.55%	55
2025 Q4	$1.07M	Sell	6,940 -9	-0.1%	-$1.35K	0.52%	60
2025 Q3	$967K	Buy	6,949 +434	+7%	+$58.7K	0.47%	65
2025 Q2	$878K	Buy	6,515 +62	+1%	+$8.37K	0.46%	68
2025 Q1	$942K	Buy	6,453 +389	+6%	+$56.5K	0.54%	53
2024 Q4	$834K	Buy	6,064 +1,638	+37%	+$240K	0.45%	67
2024 Q3	$682K	Buy	4,426 +95	+2%	+$14.4K	0.38%	80
2024 Q2	$631K	Buy	4,331 +196	+5%	+$28.1K	0.37%	83
2024 Q1	$611K	Sell	4,135 -80	-2%	-$11.5K	0.36%	90
2023 Q4	$575K	Buy	4,215 +392	+10%	+$51K	0.36%	87
2023 Q3	$492K	Sell	3,823 -55	-1%	-$7.3K	0.34%	96
2023 Q2	$502K	Buy	+3,878	New	+$511K	0.34%	97
2022 Q4	$457K	Buy	3,367 +114	+4%	+$15.1K	0.32%	99
2022 Q3	$394K	Buy	3,253 +313	+11%	+$40.3K	0.28%	113
2022 Q2	$377K	Buy	2,940 +1,245	+73%	+$163K	0.25%	119
2022 Q1	$232K	Buy	+1,695	New	+$224K	0.13%	175
2018 Q1	–	Sell	-16,516	Closed	-$1.37M	–	211
2017 Q4	$1.37M	Buy	+16,516	New	+$1.36M	0.75%	52

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 Sun Financial's XLV Position: Q1 2026 in Review

Pacific Sun Financial increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 11% in Q1 2026, buying an estimated $118K and bringing the position to 7,703 shares worth $1.13M. The position accounts for 0.55% of the portfolio, ranked #55.

Pacific Sun Financial first reported a position in XLV in Q4 2017 and has held it in 17 quarters since. The position peaked at $1.37M in Q4 2017. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Pacific Sun Financial held 7,703 shares of State Street Health Care Select Sector SPDR ETF worth $1.13M as of Q1 2026.
Pacific Sun Financial bought 763 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $118K.
State Street Health Care Select Sector SPDR ETF made up 0.55% of Pacific Sun Financial's portfolio in Q1 2026, its #55 holding.
Pacific Sun Financial first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2017 and has held it in 17 quarters since.
Pacific Sun Financial's State Street Health Care Select Sector SPDR ETF position peaked at $1.37M in Q4 2017.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.