SG
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Sherry Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Sherry Group’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
Q3 		$217K Hold
1,290
– – 0.2% 49
2026
Q2 		$207K Buy
+1,290
New +$192K 0.2% 50

Other funds holding XLV

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Sherry Group's XLV Position: Q3 2026 in Review

Sherry Group held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q3 2026 at 1,290 shares worth $217K. The position accounts for 0.2% of the portfolio, ranked #49.

Sherry Group first reported a position in XLV in Q2 2026 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

  • Sherry Group held 1,290 shares of State Street Health Care Select Sector SPDR ETF worth $217K as of Q3 2026.
  • Sherry Group left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q3 2026.
  • State Street Health Care Select Sector SPDR ETF made up 0.2% of Sherry Group's portfolio in Q3 2026, its #49 holding.
  • Sherry Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2026 and has held it in 2 quarters since.
  • 101 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on Sherry Group's 13F filing for Q3 2026, filed 9 Oct 2026.