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

Investment Research & Advisory Group’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	$56.5K	Hold	145	–	–	0.02%	127
2026 Q1	$50.5K	Buy	145 +1	+0.7%	+$154	0.02%	126
2025 Q4	$53.2K	Buy	144 +1	+0.7%	+$150	0.02%	115
2025 Q3	$38.5K	Buy	143 +1	+0.7%	+$135	0.01%	124
2025 Q2	$19.2K	Hold	142	–	–	0.01%	150
2025 Q1	$20.7K	Hold	142	–	–	0.01%	144
2024 Q4	$19.5K	Hold	142	–	–	0.01%	136
2024 Q3	$21.9K	Hold	142	–	–	0.01%	131
2024 Q2	$20.7K	Hold	142	–	–	0.01%	124
2024 Q1	$21K	Hold	142	–	–	0.01%	127
2023 Q4	$19.4K	Hold	142	–	–	0.01%	124
2023 Q3	$18.3K	Hold	142	–	–	0.01%	127
2023 Q2	$18.8K	Hold	142	–	–	0.01%	135
2023 Q1	$18.4K	Hold	142	–	–	0.01%	120
2022 Q4	$19.3K	Hold	142	–	–	0.01%	114
2022 Q3	$17K	Hold	142	–	–	0.01%	118
2022 Q2	$18K	Hold	142	–	–	0.01%	121
2022 Q1	$19K	Hold	142	–	–	0.01%	132
2021 Q4	$20K	Buy	+142	New	+$18.9K	0.01%	134

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

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

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

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

Investment Research & Advisory Group's XLV Position: Q2 2026 in Review

Investment Research & Advisory Group held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 145 shares worth $56.5K. The position accounts for 0.02% of the portfolio, ranked #127.

Investment Research & Advisory Group first reported a position in XLV in Q4 2021 and has held it in 19 quarters since. 1,862 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Investment Research & Advisory Group held 145 shares of State Street Health Care Select Sector SPDR ETF worth $56.5K as of Q2 2026.
Investment Research & Advisory Group left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.02% of Investment Research & Advisory Group's portfolio in Q2 2026, its #127 holding.
Investment Research & Advisory Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
1,862 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.