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USA FINANCIAL FORMULAS’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

USA FINANCIAL FORMULAS’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 		$232K Buy
+1,460
New +$217K 0.04% 120

Other funds holding XLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

USA FINANCIAL FORMULAS's XLV Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 1,460 shares worth $232K. The stake represents 0.04% of the portfolio and ranks #120 among its holdings.

997 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • USA FINANCIAL FORMULAS held 1,460 shares of State Street Health Care Select Sector SPDR ETF worth $232K as of Q2 2026.
  • State Street Health Care Select Sector SPDR ETF was a new USA FINANCIAL FORMULAS position in Q2 2026.
  • State Street Health Care Select Sector SPDR ETF made up 0.04% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #120 holding.
  • 997 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.