Advisor Resource Council’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Advisor Resource Council’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	$1.21M	Sell	8,250 -1,727	-17%	-$266K	0.39%	40
2025 Q4	$1.55M	Buy	+9,977	New	+$1.49M	0.55%	32
2025 Q3	–	Sell	-3,947	Closed	-$532K	–	194
2025 Q2	$532K	Sell	3,947 -64,731	-94%	-$8.74M	0.21%	76
2025 Q1	$9.48M	Buy	68,678 +67,017	+4,035%	+$9.74M	0.76%	25
2024 Q4	$229K	Sell	1,661 -6,257	-79%	-$916K	0.16%	63
2024 Q3	$1.22M	Buy	+7,918	New	+$1.2M	0.55%	39
2024 Q2	–	Sell	-15,431	Closed	-$2.11M	–	240
2024 Q1	$2.11M	Sell	15,431 -81,127	-84%	-$11.6M	0.89%	19
2023 Q4	$13.2M	Buy	96,558 +90,230	+1,426%	+$11.7M	1.53%	8
2023 Q3	$815K	Sell	6,328 -99	-2%	-$13.1K	0.42%	42
2023 Q2	$853K	Sell	6,427 -45,773	-88%	-$6.03M	0.38%	43
2023 Q1	$6.99M	Buy	52,200 +44,215	+554%	+$5.78M	1.75%	10
2022 Q4	$1.08M	Sell	7,985 -1,813	-19%	-$240K	0.53%	35
2022 Q3	$1.19M	Sell	9,798 -200,445	-95%	-$25.8M	0.8%	26
2022 Q2	$27M	Buy	210,243 +164,669	+361%	+$21.6M	2.5%	4
2022 Q1	$6.24M	Sell	45,574 -94,791	-68%	-$12.5M	1.88%	9
2021 Q4	$19.8M	Buy	140,365 +108,851	+345%	+$14.5M	1.54%	12
2021 Q3	$4.01M	Sell	31,514 -65,685	-68%	-$8.68M	1.22%	16
2021 Q2	$12.2M	Buy	+97,199	New	+$11.9M	1.28%	15

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

Advisor Resource Council's XLV Position: Q1 2026 in Review

Advisor Resource Council reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 17% in Q1 2026, selling an estimated $266K and leaving 8,250 shares worth $1.21M. The position accounts for 0.39% of the portfolio, ranked #40.

Advisor Resource Council first reported a position in XLV in Q2 2021 and has held it in 18 quarters since. The position peaked at $27M in Q2 2022. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Advisor Resource Council held 8,250 shares of State Street Health Care Select Sector SPDR ETF worth $1.21M as of Q1 2026.
Advisor Resource Council sold 1,727 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $266K.
State Street Health Care Select Sector SPDR ETF made up 0.39% of Advisor Resource Council's portfolio in Q1 2026, its #40 holding.
Advisor Resource Council first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2021 and has held it in 18 quarters since.
Advisor Resource Council's State Street Health Care Select Sector SPDR ETF position peaked at $27M in Q2 2022.
1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.