Advisors Management Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Advisors Management 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	$1.87M	Buy	12,746 +271	+2%	+$41.8K	0.34%	68
2025 Q4	$1.93M	Sell	12,475 -159	-1%	-$23.8K	0.35%	68
2025 Q3	$1.76M	Buy	12,634 +408	+3%	+$55.2K	0.31%	74
2025 Q2	$1.65M	Sell	12,226 -32	-0.3%	-$4.32K	0.31%	74
2025 Q1	$1.79M	Buy	12,258 +1,187	+11%	+$172K	0.39%	68
2024 Q4	$1.52M	Buy	11,071 +1,881	+20%	+$275K	0.36%	70
2024 Q3	$1.42M	Buy	9,190 +481	+6%	+$72.9K	0.33%	71
2024 Q2	$1.27M	Sell	8,709 -1,762	-17%	-$253K	0.32%	75
2024 Q1	$1.55M	Buy	10,471 +1,859	+22%	+$267K	0.38%	72
2023 Q4	$1.18M	Sell	8,612 -70	-0.8%	-$9.11K	0.32%	76
2023 Q3	$1.12M	Buy	8,682 +902	+12%	+$120K	0.34%	73
2023 Q2	$1.03M	Sell	7,780 -372	-5%	-$49K	0.31%	73
2023 Q1	$1.05M	Buy	8,152 +691	+9%	+$90.3K	0.34%	66
2022 Q4	$1.01M	Sell	7,461 -28	-0.4%	-$3.71K	0.38%	61
2022 Q3	$907K	Buy	7,489 +657	+10%	+$84.6K	0.36%	65
2022 Q2	$876K	Buy	6,832 +440	+7%	+$57.7K	0.31%	69
2022 Q1	$876K	Buy	6,392 +1,116	+21%	+$148K	0.3%	64
2021 Q4	$743K	Sell	5,276 -67	-1%	-$8.9K	0.22%	72
2021 Q3	$680K	Sell	5,343 -22	-0.4%	-$2.91K	0.21%	74
2021 Q2	$676K	Buy	5,365 +1,314	+32%	+$161K	0.2%	77
2021 Q1	$473K	Buy	+4,051	New	+$468K	0.15%	81

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

Advisors Management Group's XLV Position: Q1 2026 in Review

Advisors Management Group increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.2% in Q1 2026, buying an estimated $41.8K and bringing the position to 12,746 shares worth $1.87M. The position accounts for 0.34% of the portfolio, ranked #68.

Advisors Management Group first reported a position in XLV in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.93M in Q4 2025. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Advisors Management Group held 12,746 shares of State Street Health Care Select Sector SPDR ETF worth $1.87M as of Q1 2026.
Advisors Management Group bought 271 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $41.8K.
State Street Health Care Select Sector SPDR ETF made up 0.34% of Advisors Management Group's portfolio in Q1 2026, its #68 holding.
Advisors Management Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2021 and has held it in 21 quarters since.
Advisors Management Group's State Street Health Care Select Sector SPDR ETF position peaked at $1.93M 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 Advisors Management Group's 13F filing for Q1 2026, filed 1 May 2026.