SEC 13F Intelligence

Financial Freedom, LLC / XLV

Financial Freedom, LLC’s Select Sector Spdr Tr Position

Does Financial Freedom, LLC own Select Sector Spdr Tr (XLV)? Yes — 36.6K shares worth $5M (+2.67% of its 13F portfolio) as of Q1 2026, down from 38.8K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
36.6K
% of Portfolio
+2.67%
Quarters Held
11
currently held

Position History XLV

Reported value by quarter
Q3 ’23: $417,087Q3 ’23Q4 ’23: $3MQ1 ’24: $4MQ1 ’24Q2 ’24: $5MQ3 ’24: $6MQ3 ’24Q4 ’24: $5MQ1 ’25: $6MQ1 ’25Q2 ’25: $5MQ3 ’25: $6MQ3 ’25Q4 ’25: $6MQ1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202636.6K$5M+2.67%
Q4 202538.8K$6M+2.98%
Q3 202540.5K$6M+2.81%
Q2 202540.7K$5M+2.95%
Q1 202538.5K$6M+3.23%
Q4 202438.7K$5M+2.81%
Q3 202438.6K$6M+3.15%
Q2 202436.4K$5M+3.01%
Q1 202427.9K$4M+2.44%
Q4 202319.2K$3M+1.66%
Q3 20233.2K$417,087+0.30%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Financial Freedom, LLC’s full portfolio or all institutional holders of XLV.