XY Planning Network’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

XY Planning Network’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	$1.04M	Buy	6,564 +1,035	+19%	+$154K	0.13%	143
2026 Q1	$817K	Buy	5,529 +194	+4%	+$29.9K	0.13%	147
2025 Q4	$826K	Sell	5,335 -786	-13%	-$118K	0.14%	134
2025 Q3	$825K	Hold	6,121	–	–	0.28%	81
2025 Q2	$825K	Buy	+6,121	New	+$827K	0.28%	81

Other funds holding XLV

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

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

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

XY Planning Network's XLV Position: Q2 2026 in Review

XY Planning Network increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 19% in Q2 2026, buying an estimated $154K and bringing the position to 6,564 shares worth $1.04M. The position accounts for 0.13% of the portfolio, ranked #143.

XY Planning Network first reported a position in XLV in Q2 2025 and has held it in 5 quarters since. 603 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

XY Planning Network held 6,564 shares of State Street Health Care Select Sector SPDR ETF worth $1.04M as of Q2 2026.
XY Planning Network bought 1,035 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $154K.
State Street Health Care Select Sector SPDR ETF made up 0.13% of XY Planning Network's portfolio in Q2 2026, its #143 holding.
XY Planning Network first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
603 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.