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 Q2	$434K	Buy	2,737 +637	+30%	+$94.8K	0.12%	184
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 $1.55T 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

Resurgent Financial Advisors's XLV Position: Q2 2026 in Review

Resurgent Financial Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 30% in Q2 2026, buying an estimated $94.8K and bringing the position to 2,737 shares worth $434K. The position accounts for 0.12% of the portfolio, ranked #184.

Resurgent Financial Advisors first reported a position in XLV in Q4 2021 and has held it in 14 quarters since. The position peaked at $703K in Q4 2022. 1,857 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Resurgent Financial Advisors held 2,737 shares of State Street Health Care Select Sector SPDR ETF worth $434K as of Q2 2026.
Resurgent Financial Advisors bought 637 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $94.8K.
State Street Health Care Select Sector SPDR ETF made up 0.12% of Resurgent Financial Advisors's portfolio in Q2 2026, its #184 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 14 quarters since.
Resurgent Financial Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $703K in Q4 2022.
1,857 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.