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

Patriot Financial Group Insurance Agency’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 		– Sell
-1,588
Closed -$233K – 701
2026
Q1 		$233K Buy
+1,588
New +$245K 0.01% 630
2023
Q4 		– Sell
-1,943
Closed -$250K – 509
2023
Q3 		$250K Sell
1,943
-482
-20% -$64K 0.05% 368
2023
Q2 		$322K Sell
2,425
-1,079
-31% -$142K 0.06% 324
2023
Q1 		$454K Buy
+3,504
New +$458K 0.09% 238
2022
Q3 		– Sell
-126
Closed -$16K – 1974
2022
Q2 		$16K Sell
126
-16
-11% -$2.1K ﹤0.01% 1093
2022
Q1 		$19K Sell
142
-1,084
-88% -$144K ﹤0.01% 1117
2021
Q4 		$173K Sell
1,226
-1,853
-60% -$246K 0.03% 489
2021
Q3 		$392K Buy
3,079
+505
+20% +$66.7K 0.07% 281
2021
Q2 		$324K Buy
2,574
+5
+0.2% +$613 0.06% 323
2021
Q1 		$300K Buy
2,569
+16
+0.6% +$1.85K 0.07% 289
2020
Q4 		$290K Buy
2,553
+2,427
+1,926% +$265K 0.07% 263
2020
Q3 		$13K Hold
126
– – ﹤0.01% 956
2020
Q2 		$13K Buy
126
+100
+385% +$9.87K 0.01% 890
2020
Q1 		$2K Hold
26
– – ﹤0.01% 1352
2019
Q4 		$3K Sell
26
-40
-61% -$3.85K ﹤0.01% 1074
2019
Q3 		$6K Sell
66
-203
-75% -$18.5K ﹤0.01% 911
2019
Q2 		$25K Buy
269
+203
+308% +$18.3K 0.01% 581
2019
Q1 		$6K Hold
66
– – ﹤0.01% 823
2018
Q4 		$6K Sell
66
-177
-73% -$16K ﹤0.01% 716
2018
Q3 		$23K Buy
243
+37
+18% +$3.34K 0.01% 464
2018
Q2 		$17K Sell
206
-157
-43% -$13K 0.02% 322
2018
Q1 		$29K Sell
363
-281
-44% -$23.9K 0.02% 404
2017
Q4 		$56K Sell
644
-435
-40% -$35.9K 0.04% 280
2017
Q3 		$89K Buy
1,079
+433
+67% +$34.8K 0.08% 191
2017
Q2 		$51K Buy
646
+328
+103% +$25K 0.05% 239
2017
Q1 		$24K Buy
318
+53
+20% +$3.86K 0.03% 328
2016
Q4 		$19K Buy
+265
New +$18.4K 0.03% 352

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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

Patriot Financial Group Insurance Agency's XLV Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026, closing a stake of 1,588 shares — an estimated $233K sold.

Patriot Financial Group Insurance Agency first reported a position in XLV in Q4 2016 and held it in 27 quarters. The position peaked at $454K in Q1 2023. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,588 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $233K.
  • Patriot Financial Group Insurance Agency first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2016 and held it in 27 quarters.
  • Patriot Financial Group Insurance Agency's State Street Health Care Select Sector SPDR ETF position peaked at $454K in Q1 2023.
  • 1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.