IFC Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

IFC 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	$486K	Hold	3,061	–	–	0.06%	113
2026 Q1	$449K	Buy	3,061 +1	+0%	+$154	0.06%	99
2025 Q4	$474K	Hold	3,060	–	–	0.07%	111
2025 Q3	$426K	Hold	3,060	–	–	0.08%	115
2025 Q2	$412K	Hold	3,060	–	–	0.08%	122
2025 Q1	$447K	Buy	3,060 +60	+2%	+$8.72K	0.09%	113
2024 Q4	$413K	Buy	+3,000	New	+$439K	0.09%	108

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

IFC Advisors's XLV Position: Q2 2026 in Review

IFC Advisors held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 3,061 shares worth $486K. The position accounts for 0.06% of the portfolio, ranked #113.

IFC Advisors first reported a position in XLV in Q4 2024 and has held it in 7 quarters since. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

IFC Advisors held 3,061 shares of State Street Health Care Select Sector SPDR ETF worth $486K as of Q2 2026.
IFC 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 IFC Advisors's portfolio in Q2 2026, its #113 holding.
IFC Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on IFC Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.