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

Prospect Financial Services’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	$3.8M	Buy	23,956 +5,306	+28%	+$789K	1.93%	16
2026 Q1	$2.73M	Sell	18,650 -2,503	-12%	-$386K	1.67%	19
2025 Q4	$3.27M	Buy	21,153 +2,861	+16%	+$428K	1.88%	17
2025 Q3	$2.55M	Sell	18,292 -2,463	-12%	-$333K	1.46%	20
2025 Q2	$2.8M	Sell	20,755 -2,702	-12%	-$365K	1.74%	19
2025 Q1	$3.42M	Buy	23,457 +12,464	+113%	+$1.81M	1.9%	18
2024 Q4	$1.51M	Buy	10,993 +3,256	+42%	+$476K	0.82%	29
2024 Q3	$1.19M	Buy	7,737 +1,709	+28%	+$259K	0.74%	34
2024 Q2	$879K	Buy	6,028 +612	+11%	+$87.8K	0.68%	35
2024 Q1	$800K	Buy	5,416 +1,333	+33%	+$191K	0.66%	35
2023 Q4	$557K	Buy	+4,083	New	+$531K	0.56%	33

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

Prospect Financial Services's XLV Position: Q2 2026 in Review

Prospect Financial Services increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 28% in Q2 2026, buying an estimated $789K and bringing the position to 23,956 shares worth $3.8M. The position accounts for 1.93% of the portfolio, ranked #16.

Prospect Financial Services first reported a position in XLV in Q4 2023 and has held it in 11 quarters since. 1,862 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Prospect Financial Services held 23,956 shares of State Street Health Care Select Sector SPDR ETF worth $3.8M as of Q2 2026.
Prospect Financial Services bought 5,306 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $789K.
State Street Health Care Select Sector SPDR ETF made up 1.93% of Prospect Financial Services's portfolio in Q2 2026, its #16 holding.
Prospect Financial Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
1,862 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Prospect Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.