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ARS Wealth Advisors Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

ARS Wealth Advisors 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 		$346K Buy
2,184
+79
+4% +$11.8K 0.03% 169
2026
Q1 		$309K Sell
2,105
-215
-9% -$33.2K 0.03% 160
2025
Q4 		$359K Buy
2,320
+118
+5% +$17.7K 0.03% 132
2025
Q3 		$306K Sell
2,202
-51
-2% -$6.9K 0.03% 144
2025
Q2 		$304K Sell
2,253
-6
-0.3% -$810 0.04% 133
2025
Q1 		$330K Buy
2,259
+108
+5% +$15.7K 0.05% 114
2024
Q4 		$296K Sell
2,151
-684
-24% -$100K 0.04% 123
2024
Q3 		$437K Buy
2,835
+43
+2% +$6.52K 0.05% 107
2024
Q2 		$407K Sell
2,792
-40
-1% -$5.74K 0.05% 105
2024
Q1 		$418K Buy
+2,832
New +$406K 0.06% 107
2023
Q1 		– Sell
-1,483
Closed -$201K – 146
2022
Q4 		$201K Sell
1,483
-599
-29% -$79.4K 0.03% 131
2022
Q3 		$252K Buy
2,082
+18
+0.9% +$2.32K 0.04% 131
2022
Q2 		$265K Buy
2,064
+1
+0% +$131 0.04% 134
2022
Q1 		$283K Buy
2,063
+200
+11% +$26.5K 0.05% 107
2021
Q4 		$262K Sell
1,863
-725
-28% -$96.3K 0.04% 120
2021
Q3 		$329K Buy
+2,588
New +$342K 0.06% 98

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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

ARS Wealth Advisors Group's XLV Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 3.8% in Q2 2026, buying an estimated $11.8K and bringing the position to 2,184 shares worth $346K. The position accounts for 0.03% of the portfolio, ranked #169.

ARS Wealth Advisors Group first reported a position in XLV in Q3 2021 and has held it in 16 quarters since. The position peaked at $437K in Q3 2024. 1,853 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • ARS Wealth Advisors Group held 2,184 shares of State Street Health Care Select Sector SPDR ETF worth $346K as of Q2 2026.
  • ARS Wealth Advisors Group bought 79 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $11.8K.
  • State Street Health Care Select Sector SPDR ETF made up 0.03% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #169 holding.
  • ARS Wealth Advisors Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2021 and has held it in 16 quarters since.
  • ARS Wealth Advisors Group's State Street Health Care Select Sector SPDR ETF position peaked at $437K in Q3 2024.
  • 1,853 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.