SFS
XLV icon

Summit Financial Strategies’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Summit Financial Strategies’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 		$220K Sell
1,306
-101
-7% -$16.8K 0.02% 146
2026
Q2 		$223K Buy
+1,407
New +$209K 0.02% 151
2026
Q1 		– Sell
-1,353
Closed -$209K – 180
2025
Q4 		$209K Buy
+1,353
New +$203K 0.02% 153

Other funds holding XLV

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 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
FAC
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Summit Financial Strategies's XLV Position: Q3 2026 in Review

Summit Financial Strategies reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 7.2% in Q3 2026, selling an estimated $16.8K and leaving 1,306 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #146.

Summit Financial Strategies first reported a position in XLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $223K in Q2 2026. 268 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

  • Summit Financial Strategies held 1,306 shares of State Street Health Care Select Sector SPDR ETF worth $220K as of Q3 2026.
  • Summit Financial Strategies sold 101 State Street Health Care Select Sector SPDR ETF shares in Q3 2026, an estimated $16.8K.
  • State Street Health Care Select Sector SPDR ETF made up 0.02% of Summit Financial Strategies's portfolio in Q3 2026, its #146 holding.
  • Summit Financial Strategies first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • Summit Financial Strategies's State Street Health Care Select Sector SPDR ETF position peaked at $223K in Q2 2026.
  • 268 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.