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Team Financial Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Team Financial 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
Q2 		– Sell
-359
Closed -$52.7K – 262
2026
Q1 		$52.7K Buy
359
+1
+0.3% +$154 0.02% 109
2025
Q4 		$55.4K Buy
358
+2
+0.6% +$300 0.03% 99
2025
Q3 		$49.6K Buy
356
+1
+0.3% +$135 0.02% 97
2025
Q2 		$47.8K Buy
+355
New +$47.9K 0.02% 87

Other funds holding XLV

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
GG
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Team Financial Group's XLV Position: Q2 2026 in Review

Team Financial Group sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026, closing a stake of 359 shares — an estimated $52.7K sold.

Team Financial Group first reported a position in XLV in Q2 2025 and held it in 4 quarters. The position peaked at $55.4K in Q4 2025. 603 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Team Financial Group reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 359 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $52.7K.
  • Team Financial Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2025 and held it in 4 quarters.
  • Team Financial Group's State Street Health Care Select Sector SPDR ETF position peaked at $55.4K in Q4 2025.
  • 603 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.