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

Polaris Financial 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 Q3	$58K	Buy	+338	New	+$56.4K	0.03%	174

Other funds holding XLV

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Polaris Financial Partners's XLV Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2026: 338 shares worth $58K. The stake represents 0.03% of the portfolio and ranks #174 among its holdings.

12 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

Polaris Financial Partners held 338 shares of State Street Health Care Select Sector SPDR ETF worth $58K as of Q3 2026.
State Street Health Care Select Sector SPDR ETF was a new Polaris Financial Partners position in Q3 2026.
State Street Health Care Select Sector SPDR ETF made up 0.03% of Polaris Financial Partners's portfolio in Q3 2026, its #174 holding.
12 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.