PFG Investments’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

PFG Investments’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	$2.05M	Sell	12,942 -539	-4%	-$80.2K	0.08%	218
2026 Q1	$1.98M	Buy	13,481 +541	+4%	+$83.5K	0.09%	194
2025 Q4	$2M	Sell	12,940 -269	-2%	-$40.3K	0.09%	189
2025 Q3	$1.84M	Buy	13,209 +192	+1%	+$26K	0.1%	200
2025 Q2	$1.75M	Sell	13,017 -531	-4%	-$71.7K	0.1%	183
2025 Q1	$1.98M	Sell	13,548 -596	-4%	-$86.6K	0.13%	159
2024 Q4	$1.95M	Buy	14,144 +4,447	+46%	+$651K	0.12%	163
2024 Q3	$1.49M	Buy	9,697 +1,117	+13%	+$169K	0.1%	208
2024 Q2	$1.25M	Sell	8,580 -7,531	-47%	-$1.08M	0.09%	214
2024 Q1	$2.38M	Buy	16,111 +11,007	+216%	+$1.58M	0.14%	159
2023 Q4	$696K	Sell	5,104 -263	-5%	-$34.2K	0.13%	181
2023 Q3	$691K	Buy	5,367 +137	+3%	+$18.2K	0.13%	175
2023 Q2	$694K	Sell	5,230 -363	-6%	-$47.9K	0.12%	181
2023 Q1	$724K	Buy	+5,593	New	+$731K	0.15%	151

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

PFG Investments's XLV Position: Q2 2026 in Review

PFG Investments reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 4% in Q2 2026, selling an estimated $80.2K and leaving 12,942 shares worth $2.05M. The position accounts for 0.08% of the portfolio, ranked #218.

PFG Investments first reported a position in XLV in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.38M in Q1 2024. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

PFG Investments held 12,942 shares of State Street Health Care Select Sector SPDR ETF worth $2.05M as of Q2 2026.
PFG Investments sold 539 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $80.2K.
State Street Health Care Select Sector SPDR ETF made up 0.08% of PFG Investments's portfolio in Q2 2026, its #218 holding.
PFG Investments first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
PFG Investments's State Street Health Care Select Sector SPDR ETF position peaked at $2.38M in Q1 2024.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.