Personal CFO Solutions’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Personal CFO Solutions’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	$948K	Sell	5,975 -351	-6%	-$52.2K	0.14%	132
2026 Q1	$927K	Buy	6,326 +62	+1%	+$9.56K	0.13%	137
2025 Q4	$970K	Sell	6,264 -91	-1%	-$13.6K	0.15%	130
2025 Q3	$884K	Buy	+6,355	New	+$860K	0.16%	130
2025 Q2	–	Sell	-7,781	Closed	-$1.14M	–	516
2025 Q1	$1.14M	Buy	+7,781	New	+$1.13M	0.23%	87
2024 Q4	–	Sell	-6,102	Closed	-$940K	–	624
2024 Q3	$940K	Buy	6,102 +455	+8%	+$69K	0.13%	152
2024 Q2	$823K	Sell	5,647 -141	-2%	-$20.2K	0.13%	156
2024 Q1	$855K	Sell	5,788 -1,238	-18%	-$178K	0.13%	150
2023 Q4	$958K	Buy	+7,026	New	+$914K	0.17%	125
2023 Q1	–	Sell	-11,328	Closed	-$1.54M	–	513
2022 Q4	$1.54M	Buy	+11,328	New	+$1.5M	0.33%	62
2022 Q2	–	Sell	-9,495	Closed	-$1.3M	–	502
2022 Q1	$1.3M	Buy	9,495 +510	+6%	+$67.5K	0.26%	76
2021 Q4	$1.27M	Sell	8,985 -752	-8%	-$99.9K	0.24%	84
2021 Q3	$1.24M	Buy	9,737 +2,012	+26%	+$266K	0.25%	84
2021 Q2	$973K	Sell	7,725 -884	-10%	-$108K	0.2%	103
2021 Q1	$1M	Sell	8,609 -1,654	-16%	-$191K	0.22%	96
2020 Q4	$1.16M	Sell	10,263 -234	-2%	-$25.5K	0.29%	79
2020 Q3	$1M	Sell	10,497 -17,555	-63%	-$1.85M	0.33%	131
2020 Q2	$2.81M	Buy	+28,052	New	+$2.77M	0.83%	29

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

Personal CFO Solutions's XLV Position: Q2 2026 in Review

Personal CFO Solutions reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 5.5% in Q2 2026, selling an estimated $52.2K and leaving 5,975 shares worth $948K. The position accounts for 0.14% of the portfolio, ranked #132.

Personal CFO Solutions first reported a position in XLV in Q2 2020 and has held it in 18 quarters since. The position peaked at $2.81M in Q2 2020. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Personal CFO Solutions held 5,975 shares of State Street Health Care Select Sector SPDR ETF worth $948K as of Q2 2026.
Personal CFO Solutions sold 351 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $52.2K.
State Street Health Care Select Sector SPDR ETF made up 0.14% of Personal CFO Solutions's portfolio in Q2 2026, its #132 holding.
Personal CFO Solutions first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2020 and has held it in 18 quarters since.
Personal CFO Solutions's State Street Health Care Select Sector SPDR ETF position peaked at $2.81M in Q2 2020.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.