IIM
XLV icon

IFC & Insurance Marketing’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-46
Closed -$7K – 714
2025
Q4 		$7K Buy
+46
New +$6.89K 0.01% 463

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

IFC & Insurance Marketing's XLV Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 46 shares — an estimated $7K sold.

IFC & Insurance Marketing first reported a position in XLV in Q4 2025 and held it in 1 quarter. The position peaked at $7K in Q4 2025. 1,815 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 46 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $7K.
  • IFC & Insurance Marketing first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's State Street Health Care Select Sector SPDR ETF position peaked at $7K in Q4 2025.
  • 1,815 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.