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

PlanVest Financial’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	$28.4K	Sell	179 -335	-65%	-$49.8K	0.02%	297
2026 Q1	$75.4K	Buy	+514	New	+$79.3K	0.06%	164

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

PlanVest Financial's XLV Position: Q2 2026 in Review

PlanVest Financial reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 65% in Q2 2026, selling an estimated $49.8K and leaving 179 shares worth $28.4K. The position accounts for 0.02% of the portfolio, ranked #297.

PlanVest Financial first reported a position in XLV in Q1 2026 and has held it in 2 quarters since. The position peaked at $75.4K in Q1 2026. 1,819 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

PlanVest Financial held 179 shares of State Street Health Care Select Sector SPDR ETF worth $28.4K as of Q2 2026.
PlanVest Financial sold 335 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $49.8K.
State Street Health Care Select Sector SPDR ETF made up 0.02% of PlanVest Financial's portfolio in Q2 2026, its #297 holding.
PlanVest Financial first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
PlanVest Financial's State Street Health Care Select Sector SPDR ETF position peaked at $75.4K in Q1 2026.
1,819 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.