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

Victory 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	$3.72M	Sell	25,401 -2,879	-10%	-$444K	0.46%	37
2025 Q4	$4.38M	Buy	28,280 +2,136	+8%	+$320K	0.55%	33
2025 Q3	$3.64M	Buy	26,144 +6,671	+34%	+$903K	0.5%	38
2025 Q2	$2.62M	Buy	19,473 +1,730	+10%	+$234K	0.42%	45
2025 Q1	$2.59M	Buy	17,743 +12,781	+258%	+$1.86M	0.5%	38
2024 Q4	$683K	Buy	+4,962	New	+$726K	0.18%	66

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Victory Financial Group's XLV Position: Q1 2026 in Review

Victory Financial Group reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 10% in Q1 2026, selling an estimated $444K and leaving 25,401 shares worth $3.72M. The position accounts for 0.46% of the portfolio, ranked #37.

Victory Financial Group first reported a position in XLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.38M in Q4 2025. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Victory Financial Group held 25,401 shares of State Street Health Care Select Sector SPDR ETF worth $3.72M as of Q1 2026.
Victory Financial Group sold 2,879 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $444K.
State Street Health Care Select Sector SPDR ETF made up 0.46% of Victory Financial Group's portfolio in Q1 2026, its #37 holding.
Victory Financial Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
Victory Financial Group's State Street Health Care Select Sector SPDR ETF position peaked at $4.38M in Q4 2025.
1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Victory Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.