IPA
XLV icon

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

Investment Planning 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
Q2 		$307K Sell
1,937
-1,156
-37% -$172K 0.07% 96
2026
Q1 		$453K Buy
3,093
+436
+16% +$67.3K 0.12% 65
2025
Q4 		$411K Buy
2,657
+331
+14% +$49.6K 0.12% 66
2025
Q3 		$324K Buy
+2,326
New +$315K 0.1% 69

Other funds holding XLV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Investment Planning Advisors's XLV Position: Q2 2026 in Review

Investment Planning Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 37% in Q2 2026, selling an estimated $172K and leaving 1,937 shares worth $307K. The position accounts for 0.07% of the portfolio, ranked #96.

Investment Planning Advisors first reported a position in XLV in Q3 2025 and has held it in 4 quarters since. The position peaked at $453K in Q1 2026. 1,209 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Investment Planning Advisors held 1,937 shares of State Street Health Care Select Sector SPDR ETF worth $307K as of Q2 2026.
  • Investment Planning Advisors sold 1,156 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $172K.
  • State Street Health Care Select Sector SPDR ETF made up 0.07% of Investment Planning Advisors's portfolio in Q2 2026, its #96 holding.
  • Investment Planning Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
  • Investment Planning Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $453K in Q1 2026.
  • 1,209 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.