IFG Advisory’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

IFG Advisory’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	$3.59M	Buy	+22,615	New	+$3.36M	0.13%	194
2026 Q1	–	Sell	-18,827	Closed	-$2.91M	–	894
2025 Q4	$2.91M	Sell	18,827 -1,972	-9%	-$295K	0.13%	197
2025 Q3	$2.89M	Sell	20,799 -3,736	-15%	-$506K	0.13%	184
2025 Q2	$3.31M	Sell	24,535 -977	-4%	-$132K	0.17%	155
2025 Q1	$3.72M	Buy	25,512 +2,686	+12%	+$390K	0.21%	129
2024 Q4	$3.14M	Sell	22,826 -4,517	-17%	-$661K	0.18%	144
2024 Q3	$4.21M	Buy	27,343 +596	+2%	+$90.3K	0.27%	109
2024 Q2	$3.9M	Sell	26,747 -2,298	-8%	-$330K	0.25%	106
2024 Q1	$4.29M	Buy	29,045 +4,896	+20%	+$702K	0.32%	95
2023 Q4	$3.29M	Buy	24,149 +2,625	+12%	+$341K	0.24%	120
2023 Q3	$2.77M	Buy	21,524 +885	+4%	+$117K	0.23%	117
2023 Q2	$2.74M	Sell	20,639 -615	-3%	-$81.1K	0.24%	121
2023 Q1	$2.75M	Sell	21,254 -4,712	-18%	-$616K	0.26%	88
2022 Q4	$3.53M	Sell	25,966 -1,096	-4%	-$145K	0.35%	66
2022 Q3	$3.28M	Sell	27,062 -491	-2%	-$63.2K	0.3%	73
2022 Q2	$3.53M	Buy	27,553 +10,611	+63%	+$1.39M	0.38%	57
2022 Q1	$2.32M	Buy	16,942 +608	+4%	+$80.5K	0.23%	107
2021 Q4	$2.3M	Buy	16,334 +372	+2%	+$49.4K	0.22%	109
2021 Q3	$2.03M	Buy	15,962 +26	+0.2%	+$3.44K	0.22%	117
2021 Q2	$2.01M	Buy	15,936 +78	+0.5%	+$9.56K	0.22%	116
2021 Q1	$1.85M	Sell	15,858 -589	-4%	-$68K	0.23%	112
2020 Q4	$1.86M	Sell	16,447 -1,287	-7%	-$140K	0.26%	95
2020 Q3	$1.87M	Sell	17,734 -2,378	-12%	-$250K	0.3%	79
2020 Q2	$2.01M	Sell	20,112 -4,938	-20%	-$487K	0.36%	66
2020 Q1	$2.22M	Sell	25,050 -287	-1%	-$27.9K	0.5%	49
2019 Q4	$2.58M	Sell	25,337 -663	-3%	-$63.7K	0.47%	53
2019 Q3	$2.34M	Sell	26,000 -2,616	-9%	-$239K	0.45%	58
2019 Q2	$2.65M	Sell	28,616 -1,440	-5%	-$129K	0.47%	48
2019 Q1	$2.76M	Buy	30,056 +3,031	+11%	+$273K	0.53%	34
2018 Q4	$2.34M	Sell	27,025 -344	-1%	-$31.1K	0.55%	39
2018 Q3	$2.6M	Buy	27,369 +211	+0.8%	+$19.1K	0.49%	40
2018 Q2	$2.27M	Sell	27,158 -105	-0.4%	-$8.7K	0.47%	45
2018 Q1	$2.22M	Sell	27,263 -966	-3%	-$82.3K	0.49%	41
2017 Q4	$2.33M	Buy	+28,229	New	+$2.33M	0.53%	40

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

IFG Advisory's XLV Position: Q2 2026 in Review

IFG Advisory opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 22,615 shares worth $3.59M. The stake represents 0.13% of the portfolio and ranks #194 among its holdings. This is a return to the name: IFG Advisory previously reported a position in XLV as recently as Q4 2025.

IFG Advisory first reported a position in XLV in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.29M in Q1 2024. 1,857 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

IFG Advisory held 22,615 shares of State Street Health Care Select Sector SPDR ETF worth $3.59M as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new IFG Advisory position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.13% of IFG Advisory's portfolio in Q2 2026, its #194 holding.
IFG Advisory first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2017 and has held it in 34 quarters since.
IFG Advisory's State Street Health Care Select Sector SPDR ETF position peaked at $4.29M in Q1 2024.
1,857 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.