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

Phillips 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	$182K	Hold	1,147	–	–	0.01%	213
2026 Q1	$168K	Hold	1,147	–	–	0.01%	201
2025 Q4	$178K	Hold	1,147	–	–	0.01%	211
2025 Q3	$160K	Buy	1,147 +777	+210%	+$105K	0.01%	222
2025 Q2	$49.9K	Hold	370	–	–	﹤0.01%	221
2025 Q1	$54K	Hold	370	–	–	﹤0.01%	211
2024 Q4	$50.9K	Hold	370	–	–	﹤0.01%	209
2024 Q3	$57K	Hold	370	–	–	﹤0.01%	214
2024 Q2	$53.9K	Hold	370	–	–	﹤0.01%	213
2024 Q1	$54.7K	Hold	370	–	–	﹤0.01%	208
2023 Q4	$50.5K	Hold	370	–	–	﹤0.01%	194
2023 Q3	$47.6K	Hold	370	–	–	﹤0.01%	193
2023 Q2	$49.1K	Hold	370	–	–	﹤0.01%	189
2023 Q1	$47.9K	Hold	370	–	–	﹤0.01%	193
2022 Q4	$50.3K	Hold	370	–	–	0.01%	179
2022 Q3	$45K	Buy	+370	New	+$47.7K	0.01%	173

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

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

Phillips Financial Management held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 1,147 shares worth $182K. The position accounts for 0.01% of the portfolio, ranked #213.

Phillips Financial Management first reported a position in XLV in Q3 2022 and has held it in 16 quarters since. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Phillips Financial Management held 1,147 shares of State Street Health Care Select Sector SPDR ETF worth $182K as of Q2 2026.
Phillips 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 0.01% of Phillips Financial Management's portfolio in Q2 2026, its #213 holding.
Phillips Financial Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2022 and has held it in 16 quarters since.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.