Peak Financial Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Peak Financial Management’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	$437K	Hold	2,756	–	–	0.1%	63
2026 Q1	$404K	Sell	2,756 -276	-9%	-$42.6K	0.1%	61
2025 Q4	$469K	Sell	3,032 -472	-13%	-$70.7K	0.12%	56
2025 Q3	$488K	Sell	3,504 -581	-14%	-$78.6K	0.13%	54
2025 Q2	$551K	Sell	4,085 -591	-13%	-$79.8K	0.16%	56
2025 Q1	$683K	Buy	4,676 +1,210	+35%	+$176K	0.2%	46
2024 Q4	$477K	Sell	3,466 -54	-2%	-$7.9K	0.14%	57
2024 Q3	$542K	Sell	3,520 -315	-8%	-$47.7K	0.16%	54
2024 Q2	$559K	Hold	3,835	–	–	0.18%	51
2024 Q1	$567K	Sell	3,835 -130	-3%	-$18.6K	0.18%	52
2023 Q4	$541K	Buy	3,965 +555	+16%	+$72.2K	0.18%	50
2023 Q3	$439K	Sell	3,410 -43	-1%	-$5.71K	0.16%	50
2023 Q2	$458K	Hold	3,453	–	–	0.16%	54
2023 Q1	$447K	Hold	3,453	–	–	0.17%	47
2022 Q4	$469K	Hold	3,453	–	–	0.18%	47
2022 Q3	$418K	Hold	3,453	–	–	0.17%	46
2022 Q2	$443K	Buy	3,453 +68	+2%	+$8.91K	0.17%	44
2022 Q1	$464K	Hold	3,385	–	–	0.16%	47
2021 Q4	$477K	Sell	3,385 -130	-4%	-$17.3K	0.15%	47
2021 Q3	$447K	Buy	3,515 +50	+1%	+$6.61K	0.15%	47
2021 Q2	$436K	Hold	3,465	–	–	0.15%	46
2021 Q1	$405K	Sell	3,465 -410	-11%	-$47.3K	0.15%	46
2020 Q4	$440K	Buy	3,875 +400	+12%	+$43.7K	0.17%	44
2020 Q3	$367K	Hold	3,475	–	–	0.16%	44
2020 Q2	$348K	Sell	3,475 -1,072	-24%	-$106K	0.16%	43
2020 Q1	$403K	Sell	4,547 -1,705	-27%	-$166K	0.21%	40
2019 Q4	$637K	Hold	6,252	–	–	0.27%	36
2019 Q3	$563K	Hold	6,252	–	–	0.25%	36
2019 Q2	$579K	Sell	6,252 -15	-0.2%	-$1.35K	0.26%	36
2019 Q1	$575K	Hold	6,267	–	–	0.26%	33
2018 Q4	$542K	Hold	6,267	–	–	0.27%	34
2018 Q3	$596K	Hold	6,267	–	–	0.27%	30
2018 Q2	$523K	Hold	6,267	–	–	0.24%	31
2018 Q1	$510K	Hold	6,267	–	–	0.24%	34
2017 Q4	$518K	Hold	6,267	–	–	0.2%	34
2017 Q3	$512K	Buy	6,267 +150	+2%	+$12K	0.2%	30
2017 Q2	$485K	Hold	6,117	–	–	0.19%	28
2017 Q1	$455K	Hold	6,117	–	–	0.18%	29
2016 Q4	$422K	Buy	+6,117	New	+$425K	0.18%	29

Other funds holding XLV

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Peak Financial Management's XLV Position: Q2 2026 in Review

Peak Financial Management held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 2,756 shares worth $437K. The position accounts for 0.1% of the portfolio, ranked #63.

Peak Financial Management first reported a position in XLV in Q4 2016 and has held it in 39 quarters since. The position peaked at $683K in Q1 2025. 882 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Peak Financial Management held 2,756 shares of State Street Health Care Select Sector SPDR ETF worth $437K as of Q2 2026.
Peak Financial Management left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.1% of Peak Financial Management's portfolio in Q2 2026, its #63 holding.
Peak Financial Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2016 and has held it in 39 quarters since.
Peak Financial Management's State Street Health Care Select Sector SPDR ETF position peaked at $683K in Q1 2025.
882 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.