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 Q2	$405K	Hold	2,552	–	–	0.06%	126
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 $1.55T 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

Atlanta Consulting Group Advisors's XLV Position: Q2 2026 in Review

Atlanta Consulting Group Advisors held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 2,552 shares worth $405K. The position accounts for 0.06% of the portfolio, ranked #126.

Atlanta Consulting Group Advisors first reported a position in XLV in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.33M in Q3 2024. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Atlanta Consulting Group Advisors held 2,552 shares of State Street Health Care Select Sector SPDR ETF worth $405K as of Q2 2026.
Atlanta Consulting Group Advisors left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.06% of Atlanta Consulting Group Advisors's portfolio in Q2 2026, its #126 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 10 quarters since.
Atlanta Consulting Group Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $2.33M in Q3 2024.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.