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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$27.4K Hold
187
﹤0.01% 284
2025
Q4
$28.9K Hold
187
﹤0.01% 284
2025
Q3
$26K Sell
187
-956
-84% -$129K ﹤0.01% 281
2025
Q2
$154K Sell
1,143
-843
-42% -$114K 0.02% 177
2025
Q1
$290K Sell
1,986
-738
-27% -$107K 0.03% 159
2024
Q4
$375K Buy
+2,724
New +$399K 0.05% 153
2018
Q4
Sell
-26
Closed -$2K 354
2018
Q3
$2K Sell
26
-25
-49% -$2.26K ﹤0.01% 308
2018
Q2
$4K Buy
+51
New +$4.23K ﹤0.01% 370
2013
Q3
Sell
-8,900
Closed -$424K 177
2013
Q2
$424K Buy
+8,900
New +$426K 0.23% 111

Other funds holding XLV

IMA Advisory Services's XLV Position: Q1 2026 in Review

IMA Advisory Services held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q1 2026 at 187 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

IMA Advisory Services first reported a position in XLV in Q2 2013 and has held it in 9 quarters since. The position peaked at $424K in Q2 2013. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • IMA Advisory Services held 187 shares of State Street Health Care Select Sector SPDR ETF worth $27.4K as of Q1 2026.
  • IMA Advisory Services left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q1 2026.
  • State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #284 holding.
  • IMA Advisory Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and has held it in 9 quarters since.
  • IMA Advisory Services's State Street Health Care Select Sector SPDR ETF position peaked at $424K in Q2 2013.
  • 1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.