Interactive Financial Advisors’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
Q2
$1.94M Sell
12,266
-1,451
-11% -$216K 1.18% 22
2026
Q1
$2.01M Sell
13,717
-256
-2% -$39.5K 1.32% 21
2025
Q4
$2.16M Sell
13,973
-4,653
-25% -$697K 1.4% 20
2025
Q3
$2.59M Sell
18,626
-4,070
-18% -$551K 1.4% 20
2025
Q2
$3.06M Sell
22,696
-98
-0.4% -$13.2K 1.49% 21
2025
Q1
$3.33M Buy
22,794
+2,658
+13% +$386K 1.76% 19
2024
Q4
$2.77M Buy
20,136
+798
+4% +$117K 1.45% 20
2024
Q3
$2.98M Sell
19,338
-215
-1% -$32.6K 1.53% 20
2024
Q2
$2.85M Sell
19,553
-33
-0.2% -$4.73K 1.57% 19
2024
Q1
$2.89M Sell
19,586
-215,617
-92% -$30.9M 1.6% 18
2023
Q4
$11.3M Buy
235,203
+217,277
+1,212% +$28.3M 6.04% 3
2023
Q3
$2.31M Sell
17,926
-358
-2% -$47.5K 1.56% 18
2023
Q2
$2.43M Sell
18,284
-1,206
-6% -$159K 1.65% 19
2023
Q1
$2.52M Buy
19,490
+617
+3% +$80.6K 1.62% 16
2022
Q4
$2.56M Buy
18,873
+1,056
+6% +$140K 1.54% 19
2022
Q3
$2.16M Buy
17,817
+237
+1% +$30.5K 1.25% 18
2022
Q2
$2.27M Sell
17,580
-22,892
-57% -$3M 1.14% 23
2022
Q1
$5.54M Buy
40,472
+5,691
+16% +$753K 2.6% 9
2021
Q4
$4.9M Sell
34,781
-1,667
-5% -$221K 1.87% 20
2021
Q3
$4.64M Sell
36,448
-738
-2% -$97.5K 2.03% 14
2021
Q2
$4.68M Buy
37,186
+4,212
+13% +$516K 1.91% 19
2021
Q1
$3.85M Buy
32,974
+2,954
+10% +$341K 1.61% 21
2020
Q4
$3.4M Buy
30,020
+1,619
+6% +$177K 1.55% 19
2020
Q3
$3M Buy
28,401
+9,357
+49% +$985K 1.49% 18
2020
Q2
$1.91M Buy
19,044
+1,115
+6% +$110K 0.94% 26
2020
Q1
$1.59M Sell
17,929
-13,412
-43% -$1.3M 1.4% 15
2019
Q4
$3.19M Buy
31,341
+6,295
+25% +$605K 1.44% 19
2019
Q3
$2.26M Sell
25,046
-3,880
-13% -$354K 1.04% 22
2019
Q2
$2.68M Sell
28,926
-1,778
-6% -$160K 1.23% 21
2019
Q1
$2.82M Sell
30,704
-99,705
-76% -$8.99M 1.36% 19
2018
Q4
$11.3M Buy
130,409
+87,570
+204% +$7.93M 5.85% 5
2018
Q3
$4.08M Buy
42,839
+14,823
+53% +$1.34M 1.94% 17
2018
Q2
$2.34M Buy
28,016
+368
+1% +$30.5K 1.11% 25
2018
Q1
$2.25M Sell
27,648
-100
-0.4% -$8.52K 1.07% 24
2017
Q4
$2.29M Buy
27,748
+429
+2% +$35.4K 1.01% 21
2017
Q3
$2.23M Buy
27,319
+553
+2% +$44.4K 1.02% 19
2017
Q2
$2.12M Buy
26,766
+1,935
+8% +$147K 1% 22
2017
Q1
$1.85M Sell
24,831
-2,687
-10% -$196K 0.9% 24
2016
Q4
$1.9M Sell
27,518
-5,926
-18% -$411K 0.96% 23
2016
Q3
$2.41M Sell
33,444
-2,784
-8% -$205K 1.21% 22
2016
Q2
$2.6M Sell
36,228
-5,732
-14% -$404K 1.37% 20
2016
Q1
$2.84M Sell
41,960
-341
-0.8% -$22.8K 1.74% 18
2015
Q4
$3.05M Buy
42,301
+2,042
+5% +$144K 1.77% 15
2015
Q3
$2.67M Buy
40,259
+6,819
+20% +$498K 1.51% 15
2015
Q2
$2.49M Buy
33,440
+7,061
+27% +$523K 1.34% 21
2015
Q1
$1.91M Buy
26,379
+2,771
+12% +$198K 1.03% 23
2014
Q4
$1.61M Sell
23,608
-2,613
-10% -$175K 0.89% 23
2014
Q3
$1.68M Sell
26,221
-241
-0.9% -$15.1K 0.95% 21
2014
Q2
$1.61M Buy
26,462
+1,659
+7% +$97.5K 0.91% 22
2014
Q1
$1.45M Buy
24,803
+2,933
+13% +$169K 0.84% 21
2013
Q4
$1.21M Buy
21,870
+981
+5% +$52.5K 0.71% 25
2013
Q3
$1.06M Buy
20,889
+5,211
+33% +$262K 0.65% 27
2013
Q2
$746K Buy
+15,678
New +$751K 0.55% 25

Other funds holding XLV

Interactive Financial Advisors's XLV Position: Q2 2026 in Review

Interactive Financial Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 11% in Q2 2026, selling an estimated $216K and leaving 12,266 shares worth $1.94M. The position accounts for 1.18% of the portfolio, ranked #22.

Interactive Financial Advisors first reported a position in XLV in Q2 2013 and has held it in 53 quarters since. The position peaked at $11.3M in Q4 2018. 1,853 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Interactive Financial Advisors held 12,266 shares of State Street Health Care Select Sector SPDR ETF worth $1.94M as of Q2 2026.
  • Interactive Financial Advisors sold 1,451 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $216K.
  • State Street Health Care Select Sector SPDR ETF made up 1.18% of Interactive Financial Advisors's portfolio in Q2 2026, its #22 holding.
  • Interactive Financial Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
  • Interactive Financial Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $11.3M in Q4 2018.
  • 1,853 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Interactive Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.