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

Prospera 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 		$5.86M Buy
36,908
+10,264
+39% +$1.53M 0.09% 249
2026
Q1 		$3.91M Buy
26,644
+1,338
+5% +$206K 0.06% 319
2025
Q4 		$3.92M Buy
25,306
+12,611
+99% +$1.89M 0.06% 300
2025
Q3 		$1.77M Sell
12,695
-1,533
-11% -$207K 0.03% 504
2025
Q2 		$1.92M Sell
14,228
-3,679
-21% -$497K 0.04% 479
2025
Q1 		$2.62M Sell
17,907
-39,058
-69% -$5.67M 0.06% 326
2024
Q4 		$7.84M Buy
56,965
+28,059
+97% +$4.11M 0.18% 126
2024
Q3 		$4.46M Buy
28,906
+3,668
+15% +$556K 0.11% 198
2024
Q2 		$3.68M Sell
25,238
-2,766
-10% -$397K 0.1% 216
2024
Q1 		$4.14M Buy
28,004
+2,302
+9% +$330K 0.12% 179
2023
Q4 		$3.51M Buy
25,702
+949
+4% +$123K 0.12% 202
2023
Q3 		$3.19M Sell
24,753
-4,614
-16% -$613K 0.12% 185
2023
Q2 		$3.9M Buy
29,367
+13,710
+88% +$1.81M 0.15% 153
2023
Q1 		$2.03M Buy
15,657
+788
+5% +$103K 0.08% 272
2022
Q4 		$2.02M Buy
14,869
+4,485
+43% +$594K 0.1% 226
2022
Q3 		$1.26M Buy
10,384
+6,206
+149% +$799K 0.07% 318
2022
Q2 		$537K Sell
4,178
-6,018
-59% -$789K 0.03% 494
2022
Q1 		$1.4M Sell
10,196
-564
-5% -$74.7K 0.06% 346
2021
Q4 		$1.52M Sell
10,760
-64
-0.6% -$8.5K 0.07% 321
2021
Q3 		$1.38M Sell
10,824
-1,927
-15% -$255K 0.07% 314
2021
Q2 		$1.61M Buy
12,751
+3,371
+36% +$413K 0.08% 278
2021
Q1 		$1.1M Sell
9,380
-15,650
-63% -$1.81M 0.07% 326
2020
Q4 		$2.84M Buy
25,030
+23,503
+1,539% +$2.57M 0.2% 123
2020
Q3 		$161K Sell
1,527
-30,233
-95% -$3.18M 0.06% 286
2020
Q2 		$3.18M Buy
31,760
+23,879
+303% +$2.36M 0.28% 87
2020
Q1 		$698K Sell
7,881
-6,198
-44% -$602K 0.07% 251
2019
Q4 		$1.43M Buy
14,079
+107
+0.8% +$10.3K 0.11% 213
2019
Q3 		$1.26M Buy
13,972
+6,863
+97% +$627K 0.13% 158
2019
Q2 		$660K Buy
+7,109
New +$639K 0.07% 233
2019
Q1 		– Sell
-25,105
Closed -$2.16M – 452
2018
Q4 		$2.16M Buy
25,105
+9,369
+60% +$848K 0.44% 40
2018
Q3 		$1.44M Buy
15,736
+10,618
+207% +$959K 0.27% 87
2018
Q2 		$429K Buy
5,118
+2,102
+70% +$174K 0.06% 264
2018
Q1 		$246K Sell
3,016
-25,001
-89% -$2.13M 0.03% 382
2017
Q4 		$2.36M Sell
28,017
-1,286
-4% -$106K 0.36% 56
2017
Q3 		$2.42M Sell
29,303
-14,606
-33% -$1.17M 0.37% 55
2017
Q2 		$3.46M Sell
43,909
-1,666
-4% -$127K 0.56% 25
2017
Q1 		$3.38M Buy
45,575
+27,882
+158% +$2.03M 0.61% 26
2016
Q4 		$1.23M Sell
17,693
-16,632
-48% -$1.15M 0.24% 79
2016
Q3 		$2.48M Buy
+34,325
New +$2.53M 0.5% 34
2016
Q1 		– Sell
-29,025
Closed -$2.09M – 374
2015
Q4 		$2.09M Sell
29,025
-22,652
-44% -$1.6M 0.46% 38
2015
Q3 		$3.42M Buy
51,677
+14,296
+38% +$1.04M 0.87% 18
2015
Q2 		$2.78M Buy
37,381
+30,390
+435% +$2.25M 0.66% 32
2015
Q1 		$507K Sell
6,991
-18,503
-73% -$1.32M 0.11% 143
2014
Q4 		$1.74M Buy
25,494
+20,355
+396% +$1.36M 0.43% 40
2014
Q3 		$328K Buy
5,139
+1,644
+47% +$103K 0.09% 185
2014
Q2 		$213K Sell
3,495
-203
-5% -$11.9K 0.06% 247
2014
Q1 		$216K Buy
+3,698
New +$213K 0.07% 218
2013
Q4 		– Sell
-10,296
Closed -$527K – 295
2013
Q3 		$527K Sell
10,296
-320
-3% -$16.1K 0.2% 99
2013
Q2 		$507K Buy
+10,616
New +$509K 0.23% 98

Other funds holding XLV

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

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

Prospera Financial Services increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 39% in Q2 2026, buying an estimated $1.53M and bringing the position to 36,908 shares worth $5.86M. The position accounts for 0.09% of the portfolio, ranked #249.

Prospera Financial Services first reported a position in XLV in Q2 2013 and has held it in 49 quarters since. The position peaked at $7.84M in Q4 2024. 367 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Prospera Financial Services held 36,908 shares of State Street Health Care Select Sector SPDR ETF worth $5.86M as of Q2 2026.
  • Prospera Financial Services bought 10,264 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $1.53M.
  • State Street Health Care Select Sector SPDR ETF made up 0.09% of Prospera Financial Services's portfolio in Q2 2026, its #249 holding.
  • Prospera Financial Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and has held it in 49 quarters since.
  • Prospera Financial Services's State Street Health Care Select Sector SPDR ETF position peaked at $7.84M in Q4 2024.
  • 367 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.