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 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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

FFA

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Symphony Financial Services's XLV Position: Q2 2026 in Review

Symphony Financial Services reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 8.4% in Q2 2026, selling an estimated $22.6K and leaving 1,653 shares worth $262K. The position accounts for 0.12% of the portfolio, ranked #88.

Symphony Financial Services first reported a position in XLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $382K in Q2 2024. 882 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Symphony Financial Services held 1,653 shares of State Street Health Care Select Sector SPDR ETF worth $262K as of Q2 2026.
Symphony Financial Services sold 152 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $22.6K.
State Street Health Care Select Sector SPDR ETF made up 0.12% of Symphony Financial Services's portfolio in Q2 2026, its #88 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 9 quarters since.
Symphony Financial Services's State Street Health Care Select Sector SPDR ETF position peaked at $382K in Q2 2024.
882 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.