AIP
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ARS Investment Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

ARS Investment Partners’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 		$2.71M Buy
17,107
+243
+1% +$36.2K 0.12% 75
2026
Q1 		$2.47M Sell
16,864
-3,249
-16% -$501K 0.13% 68
2025
Q4 		$3.11M Buy
20,113
+1,436
+8% +$215K 0.18% 63
2025
Q3 		$2.6M Buy
18,677
+2,852
+18% +$386K 0.17% 65
2025
Q2 		$2.13M Buy
15,825
+344
+2% +$46.5K 0.16% 69
2025
Q1 		$2.13M Hold
15,481
– – 0.19% 62
2024
Q4 		$2.13M Buy
15,481
+579
+4% +$84.7K 0.19% 62
2024
Q3 		$2.3M Buy
14,902
+1,658
+13% +$251K 0.21% 57
2024
Q2 		$1.93M Buy
13,244
+146
+1% +$20.9K 0.18% 60
2024
Q1 		$1.93M Sell
13,098
-163
-1% -$23.4K 0.19% 59
2023
Q4 		$1.81M Buy
13,261
+66
+0.5% +$8.59K 0.2% 61
2023
Q3 		$1.7M Buy
13,195
+507
+4% +$67.3K 0.21% 60
2023
Q2 		$1.68M Buy
12,688
+7
+0.1% +$923 0.2% 61
2023
Q1 		$1.64M Sell
12,681
-418
-3% -$54.6K 0.2% 68
2022
Q4 		$1.78M Buy
13,099
+81
+0.6% +$10.7K 0.24% 57
2022
Q3 		$1.58M Buy
13,018
+668
+5% +$86K 0.22% 62
2022
Q2 		$1.58M Sell
12,350
-48,765
-80% -$6.39M 0.22% 60
2022
Q1 		$8.37M Sell
61,115
-843
-1% -$112K 0.81% 35
2021
Q4 		$8.73M Sell
61,958
-508
-0.8% -$67.5K 0.8% 36
2021
Q3 		$7.95M Buy
62,466
+1,181
+2% +$156K 0.8% 37
2021
Q2 		$7.72M Buy
61,285
+1,329
+2% +$163K 0.79% 38
2021
Q1 		$7M Buy
59,956
+3,837
+7% +$443K 0.81% 39
2020
Q4 		$6.37M Buy
56,119
+6,131
+12% +$669K 0.78% 38
2020
Q3 		$5.27M Buy
+49,988
New +$5.26M 0.83% 37
2020
Q2 		– Sell
-43,620
Closed -$3.86M – 98
2020
Q1 		$3.86M Buy
43,620
+2,091
+5% +$203K 0.93% 30
2019
Q4 		$4.23M Sell
41,529
-2,115
-5% -$203K 0.71% 38
2019
Q3 		$3.93M Buy
43,644
+4,911
+13% +$448K 0.71% 37
2019
Q2 		$3.59M Buy
38,733
+805
+2% +$72.4K 0.6% 38
2019
Q1 		$3.48M Buy
37,928
+1,761
+5% +$159K 0.63% 38
2018
Q4 		$3.13M Buy
36,167
+1,288
+4% +$117K 0.66% 35
2018
Q3 		$3.32M Buy
34,879
+7,402
+27% +$669K 0.51% 42
2018
Q2 		$2.29M Sell
27,477
-1,590
-5% -$132K 0.37% 48
2018
Q1 		$2.37M Buy
29,067
+1,953
+7% +$166K 0.29% 59
2017
Q4 		$2.24M Buy
27,114
+4,082
+18% +$337K 0.27% 66
2017
Q3 		$1.88M Buy
23,032
+873
+4% +$70.1K 0.24% 74
2017
Q2 		$1.76M Buy
22,159
+5,118
+30% +$390K 0.24% 77
2017
Q1 		$1.27M Buy
17,041
+4,887
+40% +$356K 0.18% 91
2016
Q4 		$838K Sell
12,154
-92,796
-88% -$6.44M 0.13% 109
2016
Q3 		$7.57M Buy
104,950
+3,201
+3% +$236K 1.66% 21
2016
Q2 		$7.3M Sell
101,749
-2,028
-2% -$143K 1.63% 25
2016
Q1 		$7.03M Buy
103,777
+3,166
+3% +$212K 1.65% 23
2015
Q4 		$7.25M Sell
100,611
-1,133
-1% -$80.1K 1.7% 25
2015
Q3 		$6.74M Sell
101,744
-3,093
-3% -$226K 1.54% 29
2015
Q2 		$7.8M Buy
104,837
+4,539
+5% +$336K 1.43% 31
2015
Q1 		$7.27M Buy
100,298
+6,602
+7% +$471K 1.35% 33
2014
Q4 		$6.41M Buy
93,696
+479
+0.5% +$32.1K 1.09% 38
2014
Q3 		$5.96M Buy
93,217
+2,744
+3% +$172K 0.91% 37
2014
Q2 		$5.5M Buy
90,473
+3,266
+4% +$192K 0.85% 40
2014
Q1 		$5.1M Buy
87,207
+27,448
+46% +$1.58M 0.9% 39
2013
Q4 		$3.31M Buy
+59,759
New +$3.2M 0.56% 47

Other funds holding XLV

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GC
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
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
KL
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

ARS Investment Partners's XLV Position: Q2 2026 in Review

ARS Investment Partners increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.4% in Q2 2026, buying an estimated $36.2K and bringing the position to 17,107 shares worth $2.71M. The position accounts for 0.12% of the portfolio, ranked #75.

ARS Investment Partners first reported a position in XLV in Q4 2013 and has held it in 50 quarters since. The position peaked at $8.73M in Q4 2021. 531 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • ARS Investment Partners held 17,107 shares of State Street Health Care Select Sector SPDR ETF worth $2.71M as of Q2 2026.
  • ARS Investment Partners bought 243 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $36.2K.
  • State Street Health Care Select Sector SPDR ETF made up 0.12% of ARS Investment Partners's portfolio in Q2 2026, its #75 holding.
  • ARS Investment Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2013 and has held it in 50 quarters since.
  • ARS Investment Partners's State Street Health Care Select Sector SPDR ETF position peaked at $8.73M in Q4 2021.
  • 531 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on ARS Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.