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 Q2	$2.01M	Sell	12,700 -46	-0.4%	-$6.84K	0.33%	62
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 $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Advisors Management Group's XLV Position: Q2 2026 in Review

Advisors Management Group reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.36% in Q2 2026, selling an estimated $6.84K and leaving 12,700 shares worth $2.01M. The position accounts for 0.33% of the portfolio, ranked #62.

Advisors Management Group first reported a position in XLV in Q1 2021 and has held it in 22 quarters since. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Advisors Management Group held 12,700 shares of State Street Health Care Select Sector SPDR ETF worth $2.01M as of Q2 2026.
Advisors Management Group sold 46 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $6.84K.
State Street Health Care Select Sector SPDR ETF made up 0.33% of Advisors Management Group's portfolio in Q2 2026, its #62 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 22 quarters since.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Advisors Management Group's 13F filing for Q2 2026, filed 4 Aug 2026.