SFC
XLV icon

Strategic Financial Concepts’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Strategic Financial Concepts’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 		$698K Sell
4,398
-2,711
-38% -$403K 0.21% 102
2026
Q1 		$1.04M Buy
7,109
+4,238
+148% +$654K 0.26% 90
2025
Q4 		$444K Sell
2,871
-40,059
-93% -$6M 0.41% 66
2025
Q3 		$5.97M Buy
42,930
+1,527
+4% +$207K 0.87% 21
2025
Q2 		$5.58M Buy
41,403
+35,561
+609% +$4.8M 0.78% 24
2025
Q1 		$853K Sell
5,842
-1,368
-19% -$199K 0.16% 134
2024
Q4 		$992K Buy
7,210
+3,844
+114% +$563K 0.19% 117
2024
Q3 		$518K Buy
3,366
+774
+30% +$117K 0.17% 114
2024
Q2 		$378K Sell
2,592
-4,725
-65% -$678K 0.22% 86
2024
Q1 		$1.08M Buy
7,317
+2,626
+56% +$377K 0.26% 87
2023
Q4 		$640K Sell
4,691
-5,664
-55% -$737K 0.38% 70
2023
Q3 		$1.33M Buy
10,355
+4,019
+63% +$534K 0.45% 59
2023
Q2 		$841K Sell
6,336
-499
-7% -$65.8K 0.31% 82
2023
Q1 		$885K Buy
+6,835
New +$893K 0.36% 71

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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

Strategic Financial Concepts's XLV Position: Q2 2026 in Review

Strategic Financial Concepts reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 38% in Q2 2026, selling an estimated $403K and leaving 4,398 shares worth $698K. The position accounts for 0.21% of the portfolio, ranked #102.

Strategic Financial Concepts first reported a position in XLV in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.97M in Q3 2025. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Strategic Financial Concepts held 4,398 shares of State Street Health Care Select Sector SPDR ETF worth $698K as of Q2 2026.
  • Strategic Financial Concepts sold 2,711 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $403K.
  • State Street Health Care Select Sector SPDR ETF made up 0.21% of Strategic Financial Concepts's portfolio in Q2 2026, its #102 holding.
  • Strategic Financial Concepts first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
  • Strategic Financial Concepts's State Street Health Care Select Sector SPDR ETF position peaked at $5.97M in Q3 2025.
  • 1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.