PFS Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

PFS Partners’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	$23.3K	Buy	147 +1	+0.7%	+$149	0.01%	285
2026 Q1	$21.4K	Buy	146 +1	+0.7%	+$154	0.01%	277
2025 Q4	$22.5K	Hold	145	–	–	0.01%	270
2025 Q3	$20.2K	Buy	145 +1	+0.7%	+$135	0.01%	269
2025 Q2	$19.4K	Hold	144	–	–	0.01%	249
2025 Q1	$21K	Buy	144 +1	+0.7%	+$145	0.01%	223
2024 Q4	$19.7K	Buy	143 +1	+0.7%	+$146	0.01%	226
2024 Q3	$21.9K	Hold	142	–	–	0.01%	209
2024 Q2	$20.7K	Sell	142 -229	-62%	-$32.8K	0.01%	195
2024 Q1	$54.8K	Hold	371	–	–	0.04%	116
2023 Q4	$50.6K	Buy	371 +1	+0.3%	+$130	0.03%	122
2023 Q3	$47.7K	Hold	370	–	–	0.04%	105
2023 Q2	$49.1K	Buy	370 +140	+61%	+$18.5K	0.04%	104
2023 Q1	$29.8K	Hold	230	–	–	0.03%	129
2022 Q4	$31.2K	Hold	230	–	–	0.03%	117
2022 Q3	$27.9K	Hold	230	–	–	0.03%	112
2022 Q2	$29.5K	Hold	230	–	–	0.03%	113
2022 Q1	$31.5K	Buy	230 +156	+211%	+$20.7K	0.03%	123
2021 Q4	$10.4K	Buy	+74	New	+$9.83K	0.01%	207

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

PFS Partners's XLV Position: Q2 2026 in Review

PFS Partners increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.68% in Q2 2026, buying an estimated $149 and bringing the position to 147 shares worth $23.3K. The position accounts for 0.01% of the portfolio, ranked #285.

PFS Partners first reported a position in XLV in Q4 2021 and has held it in 19 quarters since. The position peaked at $54.8K in Q1 2024. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

PFS Partners held 147 shares of State Street Health Care Select Sector SPDR ETF worth $23.3K as of Q2 2026.
PFS Partners bought 1 State Street Health Care Select Sector SPDR ETF share in Q2 2026, an estimated $149.
State Street Health Care Select Sector SPDR ETF made up 0.01% of PFS Partners's portfolio in Q2 2026, its #285 holding.
PFS Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
PFS Partners's State Street Health Care Select Sector SPDR ETF position peaked at $54.8K 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 PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.