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

Resurgent Financial Advisors’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 Q1	$308K	Buy	+2,100	New	+$324K	0.11%	200
2025 Q4	–	Sell	-4,978	Closed	-$693K	–	229
2025 Q3	$693K	Buy	4,978 +2,385	+92%	+$323K	0.34%	81
2025 Q2	$350K	Buy	2,593 +1,107	+74%	+$149K	0.19%	135
2025 Q1	$217K	Buy	+1,486	New	+$216K	0.13%	169
2024 Q2	–	Sell	-2,031	Closed	-$300K	–	208
2024 Q1	$300K	Sell	2,031 -1,743	-46%	-$250K	0.16%	151
2023 Q4	$515K	Sell	3,774 -1,183	-24%	-$154K	0.32%	81
2023 Q3	$638K	Buy	4,957 +104	+2%	+$13.8K	0.43%	56
2023 Q2	$644K	Sell	4,853 -37	-0.8%	-$4.88K	0.43%	59
2023 Q1	$633K	Sell	4,890 -285	-6%	-$37.2K	0.42%	59
2022 Q4	$703K	Buy	5,175 +1,381	+36%	+$183K	0.37%	62
2022 Q3	$460K	Buy	+3,794	New	+$489K	0.31%	95
2022 Q2	–	Sell	-2,006	Closed	-$275K	–	226
2022 Q1	$275K	Buy	2,006 +551	+38%	+$73K	0.17%	137
2021 Q4	$205K	Buy	+1,455	New	+$193K	0.16%	122

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Resurgent Financial Advisors's XLV Position: Q1 2026 in Review

Resurgent Financial Advisors opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026: 2,100 shares worth $308K. The stake represents 0.11% of the portfolio and ranks #200 among its holdings. This is a return to the name: Resurgent Financial Advisors previously reported a position in XLV as recently as Q3 2025.

Resurgent Financial Advisors first reported a position in XLV in Q4 2021 and has held it in 13 quarters since. The position peaked at $703K in Q4 2022. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Resurgent Financial Advisors held 2,100 shares of State Street Health Care Select Sector SPDR ETF worth $308K as of Q1 2026.
State Street Health Care Select Sector SPDR ETF was a new Resurgent Financial Advisors position in Q1 2026.
State Street Health Care Select Sector SPDR ETF made up 0.11% of Resurgent Financial Advisors's portfolio in Q1 2026, its #200 holding.
Resurgent Financial Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 13 quarters since.
Resurgent Financial Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $703K in Q4 2022.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.