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

Atlanta Consulting Group Advisors’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	$374K	Buy	2,552 +964	+61%	+$149K	0.08%	105
2025 Q4	$246K	Sell	1,588 -8	-0.5%	-$1.2K	0.06%	146
2025 Q3	$222K	Hold	1,596	–	–	0.05%	128
2025 Q2	$215K	Hold	1,596	–	–	0.06%	124
2025 Q1	$233K	Sell	1,596 -589	-27%	-$85.6K	0.07%	110
2024 Q4	$301K	Sell	2,185 -12,959	-86%	-$1.9M	0.11%	98
2024 Q3	$2.33M	Buy	15,144 +11,842	+359%	+$1.79M	0.58%	30
2024 Q2	$481K	Buy	3,302 +783	+31%	+$112K	0.1%	74
2024 Q1	$372K	Buy	+2,519	New	+$361K	0.13%	86

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Atlanta Consulting Group Advisors's XLV Position: Q1 2026 in Review

Atlanta Consulting Group Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 61% in Q1 2026, buying an estimated $149K and bringing the position to 2,552 shares worth $374K. The position accounts for 0.08% of the portfolio, ranked #105.

Atlanta Consulting Group Advisors first reported a position in XLV in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.33M in Q3 2024. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Atlanta Consulting Group Advisors held 2,552 shares of State Street Health Care Select Sector SPDR ETF worth $374K as of Q1 2026.
Atlanta Consulting Group Advisors bought 964 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $149K.
State Street Health Care Select Sector SPDR ETF made up 0.08% of Atlanta Consulting Group Advisors's portfolio in Q1 2026, its #105 holding.
Atlanta Consulting Group Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
Atlanta Consulting Group Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $2.33M in Q3 2024.
1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q1 2026, filed 15 May 2026.