Second Half Financial Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Second Half Financial Partners’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	$687K	Buy	+4,330	New	+$644K	0.28%	47
2024 Q3	–	Sell	-3,277	Closed	-$478K	–	100
2024 Q2	$478K	Buy	3,277 +733	+29%	+$105K	0.38%	24
2024 Q1	$376K	Buy	+2,544	New	+$365K	0.17%	50

Other funds holding XLV

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Second Half Financial Partners's XLV Position: Q2 2026 in Review

Second Half Financial Partners opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 4,330 shares worth $687K. The stake represents 0.28% of the portfolio and ranks #47 among its holdings. This is a return to the name: Second Half Financial Partners previously reported a position in XLV as recently as Q2 2024.

Second Half Financial Partners first reported a position in XLV in Q1 2024 and has held it in 3 quarters since. 321 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Second Half Financial Partners held 4,330 shares of State Street Health Care Select Sector SPDR ETF worth $687K as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new Second Half Financial Partners position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.28% of Second Half Financial Partners's portfolio in Q2 2026, its #47 holding.
Second Half Financial Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2024 and has held it in 3 quarters since.
321 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.