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

Insight 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 Q1	$419K	Buy	2,858 +6	+0.2%	+$926	0.08%	151
2025 Q4	$441K	Sell	2,852 -117	-4%	-$17.5K	0.07%	169
2025 Q3	$414K	Sell	2,969 -1,478	-33%	-$200K	0.06%	177
2025 Q2	$599K	Sell	4,447 -174	-4%	-$23.5K	0.1%	137
2025 Q1	$675K	Sell	4,621 -25	-0.5%	-$3.63K	0.12%	113
2024 Q4	$638K	Sell	4,646 -525	-10%	-$76.8K	0.11%	122
2024 Q3	$797K	Buy	5,171 +35	+0.7%	+$5.3K	0.14%	111
2024 Q2	$749K	Sell	5,136 -628	-11%	-$90.1K	0.14%	110
2024 Q1	$852K	Sell	5,764 -27	-0.5%	-$3.87K	0.16%	102
2023 Q4	$790K	Sell	5,791 -605	-9%	-$78.7K	0.17%	99
2023 Q3	$823K	Sell	6,396 -196	-3%	-$26K	0.19%	95
2023 Q2	$875K	Sell	6,592 -219	-3%	-$28.9K	0.2%	88
2023 Q1	$882K	Sell	6,811 -306	-4%	-$40K	0.21%	81
2022 Q4	$964K	Buy	7,117 +3,304	+87%	+$438K	0.34%	72
2022 Q3	$462K	Buy	3,813 +310	+9%	+$39.9K	0.18%	144
2022 Q2	$461K	Sell	3,503 -257	-7%	-$33.7K	0.16%	164
2022 Q1	$515K	Buy	3,760 +30	+0.8%	+$3.97K	0.15%	169
2021 Q4	$526K	Sell	3,730 -115	-3%	-$15.3K	0.16%	166
2021 Q3	$517K	Buy	3,845 +76	+2%	+$10K	0.15%	171
2021 Q2	$499K	Sell	3,769 -70	-2%	-$8.58K	0.16%	169
2021 Q1	$466K	Sell	3,839 -41	-1%	-$4.73K	0.15%	173
2020 Q4	$440K	Buy	+3,880	New	+$424K	0.17%	160

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Insight Advisors's XLV Position: Q1 2026 in Review

Insight Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.21% in Q1 2026, buying an estimated $926 and bringing the position to 2,858 shares worth $419K. The position accounts for 0.08% of the portfolio, ranked #151.

Insight Advisors first reported a position in XLV in Q4 2020 and has held it in 22 quarters since. The position peaked at $964K in Q4 2022. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Insight Advisors held 2,858 shares of State Street Health Care Select Sector SPDR ETF worth $419K as of Q1 2026.
Insight Advisors bought 6 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $926.
State Street Health Care Select Sector SPDR ETF made up 0.08% of Insight Advisors's portfolio in Q1 2026, its #151 holding.
Insight Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
Insight Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $964K in Q4 2022.
1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.