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

Symphony 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 Q3	$291K	Buy	1,729 +76	+5%	+$12.7K	0.12%	85
2026 Q2	$262K	Sell	1,653 -152	-8%	-$22.6K	0.12%	88
2026 Q1	$265K	Sell	1,805 -11	-0.6%	-$1.7K	0.14%	85
2025 Q4	$281K	Buy	1,816 +11	+0.6%	+$1.65K	0.14%	79
2025 Q3	$251K	Buy	1,805 +1	+0.1%	+$135	0.14%	83
2025 Q2	$243K	Sell	1,804 -516	-22%	-$69.7K	0.15%	74
2025 Q1	$339K	Buy	2,320 +491	+27%	+$71.3K	0.22%	54
2024 Q4	$252K	Sell	1,829 -804	-31%	-$118K	0.2%	65
2024 Q3	$376K	Buy	2,633 +196	+8%	+$29.7K	0.32%	50
2024 Q2	$382K	Buy	+2,437	New	+$350K	0.33%	51

Other funds holding XLV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Jordan Park Group San Francisco, California $2B AUM 16.09% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Symphony Financial Services's XLV Position: Q3 2026 in Review

Symphony Financial Services increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 4.6% in Q3 2026, buying an estimated $12.7K and bringing the position to 1,729 shares worth $291K. The position accounts for 0.12% of the portfolio, ranked #85.

Symphony Financial Services first reported a position in XLV in Q2 2024 and has held it in 10 quarters since. The position peaked at $382K in Q2 2024. 1,362 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

Symphony Financial Services held 1,729 shares of State Street Health Care Select Sector SPDR ETF worth $291K as of Q3 2026.
Symphony Financial Services bought 76 State Street Health Care Select Sector SPDR ETF shares in Q3 2026, an estimated $12.7K.
State Street Health Care Select Sector SPDR ETF made up 0.12% of Symphony Financial Services's portfolio in Q3 2026, its #85 holding.
Symphony Financial Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2024 and has held it in 10 quarters since.
Symphony Financial Services's State Street Health Care Select Sector SPDR ETF position peaked at $382K in Q2 2024.
1,362 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on Symphony Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.