VFG
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V2 Financial group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

V2 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
Q1 		$1.62M Buy
11,035
+1
+0% +$154 0.75% 22
2025
Q4 		$1.71M Buy
11,034
+102
+0.9% +$15.3K 0.84% 20
2025
Q3 		$1.52M Buy
10,932
+101
+0.9% +$13.7K 0.84% 16
2025
Q2 		$1.46M Buy
10,831
+1
+0% +$135 0.88% 16
2025
Q1 		$1.58M Sell
10,830
-522
-5% -$75.8K 1.02% 16
2024
Q4 		$1.56M Buy
11,352
+1
+0% +$146 0.95% 18
2024
Q3 		$1.75M Buy
11,351
+101
+0.9% +$15.3K 1.13% 15
2024
Q2 		$1.69M Buy
11,250
+2
+0% +$287 1.13% 14
2024
Q1 		$1.66M Sell
11,248
-137
-1% -$19.7K 1.13% 14
2023
Q4 		$1.55M Sell
11,385
-422
-4% -$54.9K 1.08% 15
2023
Q3 		$1.52M Buy
11,807
+14
+0.1% +$1.86K 1.14% 15
2023
Q2 		$1.57M Buy
11,793
+2
+0% +$264 1.12% 13
2023
Q1 		$1.53M Sell
11,791
-965
-8% -$126K 1.1% 14
2022
Q4 		$1.73M Sell
12,756
-100
-0.8% -$13.3K 1.38% 11
2022
Q3 		$1.56M Buy
12,856
+1,151
+10% +$148K 1.36% 13
2022
Q2 		$1.5M Buy
11,705
+950
+9% +$125K 1.21% 13
2022
Q1 		$1.47M Sell
10,755
-48
-0.4% -$6.36K 1.12% 14
2021
Q4 		$1.52M Buy
10,803
+1,739
+19% +$231K 1.18% 18
2021
Q3 		$1.15M Buy
9,064
+101
+1% +$13.3K 0.99% 17
2021
Q2 		$1.13M Sell
8,963
-128
-1% -$15.7K 0.96% 20
2021
Q1 		$1.06M Buy
9,091
+2,635
+41% +$304K 0.96% 18
2020
Q4 		$732K Buy
+6,456
New +$705K 0.74% 21

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

V2 Financial group's XLV Position: Q1 2026 in Review

V2 Financial group increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.01% in Q1 2026, buying an estimated $154 and bringing the position to 11,035 shares worth $1.62M. The position accounts for 0.75% of the portfolio, ranked #22.

V2 Financial group first reported a position in XLV in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.75M in Q3 2024. 1,806 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • V2 Financial group held 11,035 shares of State Street Health Care Select Sector SPDR ETF worth $1.62M as of Q1 2026.
  • V2 Financial group bought 1 State Street Health Care Select Sector SPDR ETF share in Q1 2026, an estimated $154.
  • State Street Health Care Select Sector SPDR ETF made up 0.75% of V2 Financial group's portfolio in Q1 2026, its #22 holding.
  • V2 Financial group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
  • V2 Financial group's State Street Health Care Select Sector SPDR ETF position peaked at $1.75M in Q3 2024.
  • 1,806 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on V2 Financial group's 13F filing for Q1 2026, filed 4 May 2026.