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

IMZ 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 		$24.2M Buy
152,784
+10,818
+8% +$1.61M 7.68% 6
2026
Q1 		$20.8M Buy
141,966
+8,911
+7% +$1.37M 7.87% 5
2025
Q4 		$20.6M Buy
133,055
+10,491
+9% +$1.57M 7.54% 5
2025
Q3 		$17.1M Sell
122,564
-7,962
-6% -$1.08M 6.35% 7
2025
Q2 		$17.2M Buy
130,526
+11,410
+10% +$1.54M 6.89% 6
2025
Q1 		$17.4M Sell
119,116
-24,114
-17% -$3.5M 7.89% 6
2024
Q4 		$19.7M Buy
143,230
+2,648
+2% +$388K 8.99% 3
2024
Q3 		$21.3M Sell
140,582
-6,347
-4% -$962K 9.86% 3
2024
Q2 		$21.4M Sell
146,929
-2,271
-2% -$326K 10.69% 2
2024
Q1 		$22M Sell
149,200
-2,717
-2% -$390K 11.37% 2
2023
Q4 		$22.1M Buy
+151,917
New +$19.8M 11.92% 2

Other funds holding XLV

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

IMZ Advisory's XLV Position: Q2 2026 in Review

IMZ Advisory increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 7.6% in Q2 2026, buying an estimated $1.61M and bringing the position to 152,784 shares worth $24.2M. The position accounts for 7.68% of the portfolio, ranked #6.

IMZ Advisory first reported a position in XLV in Q4 2023 and has held it in 11 quarters since. 415 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • IMZ Advisory held 152,784 shares of State Street Health Care Select Sector SPDR ETF worth $24.2M as of Q2 2026.
  • IMZ Advisory bought 10,818 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $1.61M.
  • State Street Health Care Select Sector SPDR ETF made up 7.68% of IMZ Advisory's portfolio in Q2 2026, its #6 holding.
  • IMZ Advisory first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • 415 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on IMZ Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.