Advyzon Investment Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Advyzon Investment Management’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	$2.14M	Sell	13,500 -1,357	-9%	-$202K	0.16%	137
2026 Q1	$2.18M	Sell	14,857 -2,279	-13%	-$352K	0.2%	118
2025 Q4	$2.65M	Buy	17,136 +2,531	+17%	+$379K	0.31%	76
2025 Q3	$2.03M	Buy	14,605 +1,517	+12%	+$205K	0.35%	61
2025 Q2	$1.76M	Buy	13,088 +1,170	+10%	+$158K	0.39%	53
2025 Q1	$1.74M	Buy	11,918 +92	+0.8%	+$13.4K	0.62%	28
2024 Q4	$1.63M	Buy	+11,826	New	+$1.73M	0.63%	31

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

Advyzon Investment Management's XLV Position: Q2 2026 in Review

Advyzon Investment Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 9.1% in Q2 2026, selling an estimated $202K and leaving 13,500 shares worth $2.14M. The position accounts for 0.16% of the portfolio, ranked #137.

Advyzon Investment Management first reported a position in XLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.65M in Q4 2025. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Advyzon Investment Management held 13,500 shares of State Street Health Care Select Sector SPDR ETF worth $2.14M as of Q2 2026.
Advyzon Investment Management sold 1,357 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $202K.
State Street Health Care Select Sector SPDR ETF made up 0.16% of Advyzon Investment Management's portfolio in Q2 2026, its #137 holding.
Advyzon Investment Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Advyzon Investment Management's State Street Health Care Select Sector SPDR ETF position peaked at $2.65M in Q4 2025.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.