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

S&A 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	$1.17M	Sell	7,395 -68	-0.9%	-$10.1K	0.72%	34
2026 Q1	$1.09M	Buy	+7,463	New	+$1.15M	0.75%	34

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

S&A Financial Services's XLV Position: Q2 2026 in Review

S&A Financial Services reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.91% in Q2 2026, selling an estimated $10.1K and leaving 7,395 shares worth $1.17M. The position accounts for 0.72% of the portfolio, ranked #34.

S&A Financial Services first reported a position in XLV in Q1 2026 and has held it in 2 quarters since. 1,846 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

S&A Financial Services held 7,395 shares of State Street Health Care Select Sector SPDR ETF worth $1.17M as of Q2 2026.
S&A Financial Services sold 68 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $10.1K.
State Street Health Care Select Sector SPDR ETF made up 0.72% of S&A Financial Services's portfolio in Q2 2026, its #34 holding.
S&A Financial Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
1,846 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on S&A Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.