Intelligence Driven Advisers’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Intelligence Driven Advisers’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	-4,952	Closed	-$767K	–	152
2025 Q4	$767K	Buy	4,952 +152	+3%	+$22.8K	0.11%	56
2025 Q3	$668K	Hold	4,800	–	–	0.09%	58
2025 Q2	$647K	Buy	+4,800	New	+$648K	0.1%	56
2023 Q1	–	Sell	-1,631	Closed	-$221K	–	105
2022 Q4	$221K	Sell	1,631 -70,854	-98%	-$9.39M	0.04%	93
2022 Q3	$9.08M	Buy	+72,485	New	+$9.34M	1.82%	21

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Intelligence Driven Advisers's XLV Position: Q1 2026 in Review

Intelligence Driven Advisers sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 4,952 shares — an estimated $767K sold.

Intelligence Driven Advisers first reported a position in XLV in Q3 2022 and held it in 5 quarters. The position peaked at $9.08M in Q3 2022. 1,815 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Intelligence Driven Advisers reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Intelligence Driven Advisers sold 4,952 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $767K.
Intelligence Driven Advisers first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2022 and held it in 5 quarters.
Intelligence Driven Advisers's State Street Health Care Select Sector SPDR ETF position peaked at $9.08M in Q3 2022.
1,815 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Intelligence Driven Advisers's 13F filing for Q1 2026, filed 15 May 2026.