IPAM
XLV icon

Investment Partners Asset Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Investment Partners Asset Management’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 		$642K Buy
4,044
+100
+3% +$14.9K 0.36% 77
2026
Q1 		$578K Hold
3,944
– – 0.36% 83
2025
Q4 		$611K Buy
3,944
+7
+0.2% +$1.05K 0.38% 73
2025
Q3 		$548K Buy
3,937
+70
+2% +$9.47K 0.36% 84
2025
Q2 		$521K Hold
3,867
– – 0.36% 84
2025
Q1 		$565K Sell
3,867
-2
-0.1% -$291 0.44% 73
2024
Q4 		$532K Sell
3,869
-500
-11% -$73.2K 0.42% 72
2024
Q3 		$673K Buy
4,369
+400
+10% +$60.6K 0.55% 53
2024
Q2 		$578K Hold
3,969
– – 0.52% 60
2024
Q1 		$586K Sell
3,969
-298
-7% -$42.8K 0.53% 59
2023
Q4 		$582K Buy
+4,267
New +$555K 0.58% 54

Other funds holding XLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GG
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Investment Partners Asset Management's XLV Position: Q2 2026 in Review

Investment Partners Asset Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.5% in Q2 2026, buying an estimated $14.9K and bringing the position to 4,044 shares worth $642K. The position accounts for 0.36% of the portfolio, ranked #77.

Investment Partners Asset Management first reported a position in XLV in Q4 2023 and has held it in 11 quarters since. The position peaked at $673K in Q3 2024. 926 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Investment Partners Asset Management held 4,044 shares of State Street Health Care Select Sector SPDR ETF worth $642K as of Q2 2026.
  • Investment Partners Asset Management bought 100 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $14.9K.
  • State Street Health Care Select Sector SPDR ETF made up 0.36% of Investment Partners Asset Management's portfolio in Q2 2026, its #77 holding.
  • Investment Partners Asset Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • Investment Partners Asset Management's State Street Health Care Select Sector SPDR ETF position peaked at $673K in Q3 2024.
  • 926 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.