Advisory Resource Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Advisory Resource 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	$4.54M	Buy	28,588 +1,052	+4%	+$157K	0.68%	42
2026 Q1	$4.04M	Buy	27,536 +7,409	+37%	+$1.14M	0.69%	42
2025 Q4	$3.12M	Buy	20,127 +5,316	+36%	+$796K	0.55%	48
2025 Q3	$2.06M	Buy	14,811 +981	+7%	+$133K	0.37%	58
2025 Q2	$1.86M	Buy	13,830 +1,016	+8%	+$137K	0.36%	59
2025 Q1	$1.87M	Buy	12,814 +567	+5%	+$82.4K	0.38%	65
2024 Q4	$1.68M	Buy	12,247 +1,033	+9%	+$151K	0.36%	62
2024 Q3	$1.73M	Buy	11,214 +244	+2%	+$37K	0.37%	62
2024 Q2	$1.6M	Buy	10,970 +919	+9%	+$132K	0.36%	61
2024 Q1	$1.48M	Buy	10,051 +1,143	+13%	+$164K	0.34%	60
2023 Q4	$1.21M	Buy	8,908 +521	+6%	+$67.8K	0.3%	60
2023 Q3	$1.08M	Buy	8,387 +477	+6%	+$63.3K	0.29%	61
2023 Q2	$1.05M	Buy	7,910 +546	+7%	+$72K	0.29%	57
2023 Q1	$953K	Buy	7,364 +622	+9%	+$81.3K	0.27%	57
2022 Q4	$916K	Sell	6,742 -6,064	-47%	-$804K	0.27%	59
2022 Q3	$1.55M	Buy	12,806 +10,515	+459%	+$1.35M	0.51%	48
2022 Q2	$294K	Sell	2,291 -104	-4%	-$13.6K	0.1%	102
2022 Q1	$328K	Sell	2,395 -97	-4%	-$12.8K	0.1%	103
2021 Q4	$327K	Sell	2,492 -2,530	-50%	-$336K	0.11%	103
2021 Q3	$639K	Buy	5,022 +200	+4%	+$26.4K	0.24%	61
2021 Q2	$607K	Sell	4,822 -372	-7%	-$45.6K	0.24%	62
2021 Q1	$606K	Sell	5,194 -7,416	-59%	-$856K	0.28%	54
2020 Q4	$1.43M	Buy	12,610 +273	+2%	+$29.8K	0.71%	37
2020 Q3	$1.3M	Buy	12,337 +9,754	+378%	+$1.03M	0.76%	37
2020 Q2	$258K	Hold	2,583	–	–	0.16%	72
2020 Q1	$229K	Hold	2,583	–	–	0.18%	67
2019 Q4	$263K	Sell	2,583 -223	-8%	-$21.4K	0.15%	62
2019 Q3	$253K	Hold	2,806	–	–	0.14%	65
2019 Q2	$260K	Hold	2,806	–	–	0.14%	61
2019 Q1	$248K	Sell	2,806 -153	-5%	-$13.8K	0.14%	63
2018 Q4	$256K	Buy	+2,959	New	+$268K	0.16%	55

Other funds holding XLV

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

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

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Advisory Resource Group's XLV Position: Q2 2026 in Review

Advisory Resource Group increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 3.8% in Q2 2026, buying an estimated $157K and bringing the position to 28,588 shares worth $4.54M. The position accounts for 0.68% of the portfolio, ranked #42.

Advisory Resource Group first reported a position in XLV in Q4 2018 and has held it in 31 quarters since. 368 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Advisory Resource Group held 28,588 shares of State Street Health Care Select Sector SPDR ETF worth $4.54M as of Q2 2026.
Advisory Resource Group bought 1,052 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $157K.
State Street Health Care Select Sector SPDR ETF made up 0.68% of Advisory Resource Group's portfolio in Q2 2026, its #42 holding.
Advisory Resource Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
368 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.