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

Investment Advisory Services’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	$639K	Buy	4,026 +193	+5%	+$28.7K	0.18%	72
2026 Q1	$562K	Sell	3,833 -36	-0.9%	-$5.55K	0.18%	75
2025 Q4	$599K	Sell	3,869 -255	-6%	-$38.2K	0.19%	71
2025 Q3	$574K	Buy	4,124 +37	+0.9%	+$5.01K	0.18%	75
2025 Q2	$551K	Sell	4,087 -541	-12%	-$73.1K	0.18%	75
2025 Q1	$676K	Sell	4,628 -45	-1%	-$6.54K	0.24%	64
2024 Q4	$643K	Sell	4,673 -787	-14%	-$115K	0.23%	67
2024 Q3	$841K	Buy	5,460 +229	+4%	+$34.7K	0.3%	57
2024 Q2	$762K	Buy	5,231 +381	+8%	+$54.7K	0.28%	60
2024 Q1	$717K	Buy	4,850 +1	+0%	+$143	0.26%	68
2023 Q4	$661K	Buy	4,849 +818	+20%	+$106K	0.26%	64
2023 Q3	$519K	Buy	4,031 +861	+27%	+$114K	0.22%	72
2023 Q2	$421K	Sell	3,170 -3	-0.1%	-$395	0.18%	82
2023 Q1	$413K	Buy	3,173 +131	+4%	+$17.1K	0.2%	79
2022 Q4	$431K	Buy	3,042 +883	+41%	+$117K	0.22%	75
2022 Q3	$261K	Buy	2,159 +10	+0.5%	+$1.29K	0.16%	86
2022 Q2	$276K	Buy	+2,149	New	+$282K	0.16%	86

Other funds holding XLV

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

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

Investment Advisory Services's XLV Position: Q2 2026 in Review

Investment Advisory Services increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 5% in Q2 2026, buying an estimated $28.7K and bringing the position to 4,026 shares worth $639K. The position accounts for 0.18% of the portfolio, ranked #72.

Investment Advisory Services first reported a position in XLV in Q2 2022 and has held it in 17 quarters since. The position peaked at $841K in Q3 2024. 603 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Investment Advisory Services held 4,026 shares of State Street Health Care Select Sector SPDR ETF worth $639K as of Q2 2026.
Investment Advisory Services bought 193 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $28.7K.
State Street Health Care Select Sector SPDR ETF made up 0.18% of Investment Advisory Services's portfolio in Q2 2026, its #72 holding.
Investment Advisory Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2022 and has held it in 17 quarters since.
Investment Advisory Services's State Street Health Care Select Sector SPDR ETF position peaked at $841K in Q3 2024.
603 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.