AIIMS
XLV icon

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

Analyst IMS Investment Management Services’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 		$15.3M Sell
104,161
-208
-0.2% -$32.1K 0.46% 25
2025
Q4 		$16.2M Buy
104,369
+43
+0% +$6.44K 0.47% 26
2025
Q3 		$14.5M Sell
104,326
-505
-0.5% -$68.3K 0.45% 26
2025
Q2 		$14.1M Buy
104,831
+4,791
+5% +$647K 0.48% 22
2025
Q1 		$14.6M Sell
100,040
-210
-0.2% -$30.5K 0.57% 20
2024
Q4 		$13.8M Buy
100,250
+31
+0% +$4.54K 0.5% 20
2024
Q3 		$15.4M Sell
100,219
-808
-0.8% -$122K 0.59% 18
2024
Q2 		$14.7M Buy
101,027
+4,350
+4% +$624K 0.6% 17
2024
Q1 		$14.3M Sell
96,677
-211
-0.2% -$30.3K 0.62% 17
2023
Q4 		$13.2M Sell
96,888
-319
-0.3% -$41.5K 0.69% 14
2023
Q3 		$12.6M Buy
97,207
+50
+0.1% +$6.64K 0.79% 12
2023
Q2 		$12.8M Buy
97,157
+102
+0.1% +$13.4K 0.86% 12
2023
Q1 		$12.4M Buy
97,055
+385
+0.4% +$50.3K 0.94% 11
2022
Q4 		$13.2M Buy
96,670
+3,206
+3% +$425K 1.13% 10
2022
Q3 		$11.5M Sell
93,464
-682
-0.7% -$87.8K 1.12% 10
2022
Q2 		$12.1M Buy
94,146
+378
+0.4% +$49.5K 1.15% 12
2022
Q1 		$12.8M Sell
93,768
-45
-0% -$5.96K 1.14% 13
2021
Q4 		$13.3M Buy
93,813
+79,136
+539% +$10.5M 1.26% 11
2021
Q3 		$1.87M Buy
14,677
+13
+0.1% +$1.72K 0.23% 48
2021
Q2 		$1.85M Buy
14,664
+3,464
+31% +$425K 0.22% 48
2021
Q1 		$1.31M Buy
11,200
+72
+0.6% +$8.31K 0.18% 57
2020
Q4 		$1.26M Buy
11,128
+225
+2% +$24.6K 0.21% 52
2020
Q3 		$1.15M Hold
10,903
– – 0.23% 47
2020
Q2 		$1.09M Sell
10,903
-798
-7% -$78.8K 0.25% 42
2020
Q1 		$1.04M Sell
11,701
-2,140
-15% -$208K 0.33% 40
2019
Q4 		$1.41M Sell
13,841
-16,339
-54% -$1.57M 0.38% 42
2019
Q3 		$2.71M Sell
30,180
-15,629
-34% -$1.43M 0.8% 17
2019
Q2 		$4.24M Hold
45,809
– – 1.27% 13
2019
Q1 		$4.2M Buy
45,809
+21,848
+91% +$1.97M 1.29% 13
2018
Q4 		$2.07K Sell
23,961
-29,247
-55% -$2.65M 0.33% 32
2018
Q3 		$5.05K Hold
53,208
– – 0.81% 14
2018
Q2 		$4.43M Buy
53,208
+47
+0.1% +$3.9K 1.36% 14
2018
Q1 		$4.33M Sell
53,161
-42,707
-45% -$3.64M 1.36% 13
2017
Q4 		$7.93M Hold
95,868
– – 2.42% 8
2017
Q3 		$7.79M Sell
95,868
-157
-0.2% -$12.6K 2.56% 9
2017
Q2 		$7.61M Buy
96,025
+71,929
+299% +$5.48M 2.71% 8
2017
Q1 		$1.79M Hold
24,096
– – 0.7% 34
2016
Q4 		$1.66M Sell
24,096
-1,755
-7% -$122K 0.73% 32
2016
Q3 		$1.86M Hold
25,851
– – 0.79% 33
2016
Q2 		$1.85M Sell
25,851
-15,940
-38% -$1.12M 0.78% 33
2016
Q1 		$2.83M Sell
41,791
-1
-0% -$67 1.22% 23
2015
Q4 		$3.01M Sell
41,792
-4
-0% -$283 1.26% 25
2015
Q3 		$2.77M Buy
41,796
+287
+0.7% +$21K 1.17% 27
2015
Q2 		$3.09M Buy
41,509
+2,649
+7% +$196K 1.2% 29
2015
Q1 		$2.82M Buy
38,860
+1,388
+4% +$99K 1.09% 28
2014
Q4 		$2.56M Buy
+37,472
New +$2.51M 0.98% 27

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Analyst IMS Investment Management Services's XLV Position: Q1 2026 in Review

Analyst IMS Investment Management Services reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.2% in Q1 2026, selling an estimated $32.1K and leaving 104,161 shares worth $15.3M. The position accounts for 0.46% of the portfolio, ranked #25.

Analyst IMS Investment Management Services first reported a position in XLV in Q4 2014 and has held it in 46 quarters since. The position peaked at $16.2M in Q4 2025. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Analyst IMS Investment Management Services held 104,161 shares of State Street Health Care Select Sector SPDR ETF worth $15.3M as of Q1 2026.
  • Analyst IMS Investment Management Services sold 208 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $32.1K.
  • State Street Health Care Select Sector SPDR ETF made up 0.46% of Analyst IMS Investment Management Services's portfolio in Q1 2026, its #25 holding.
  • Analyst IMS Investment Management Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2014 and has held it in 46 quarters since.
  • Analyst IMS Investment Management Services's State Street Health Care Select Sector SPDR ETF position peaked at $16.2M 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 Analyst IMS Investment Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.