Investors Asset Management of Georgia’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Investors Asset Management of Georgia’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	$596K	Buy	3,759 +504	+15%	+$75K	0.21%	105
2026 Q1	$477K	Hold	3,255	–	–	0.2%	117
2025 Q4	$504K	Sell	3,255 -49	-1%	-$7.34K	0.21%	108
2025 Q3	$460K	Buy	3,304 +60	+2%	+$8.12K	0.2%	108
2025 Q2	$437K	Buy	3,244 +5	+0.2%	+$675	0.2%	104
2025 Q1	$473K	Sell	3,239 -95	-3%	-$13.8K	0.24%	94
2024 Q4	$459K	Sell	3,334 -5	-0.1%	-$732	0.22%	94
2024 Q3	$514K	Sell	3,339 -24,239	-88%	-$3.67M	0.24%	91
2024 Q2	$4.02M	Buy	27,578 +357	+1%	+$51.2K	1.95%	11
2024 Q1	$4.02M	Buy	27,221 +61	+0.2%	+$8.75K	1.89%	11
2023 Q4	$3.7M	Buy	27,160 +7,112	+35%	+$925K	1.88%	11
2023 Q3	$2.58M	Buy	20,048 +17,920	+842%	+$2.38M	1.42%	15
2023 Q2	$283K	Buy	2,128 +6	+0.3%	+$791	0.15%	129
2023 Q1	$275K	Hold	2,122	–	–	0.15%	133
2022 Q4	$288K	Sell	2,122 -2	-0.1%	-$265	0.15%	137
2022 Q3	$257K	Sell	2,124 -22,695	-91%	-$2.92M	0.13%	142
2022 Q2	$3.18M	Buy	24,819 +21,630	+678%	+$2.84M	1.65%	12
2022 Q1	$437K	Buy	3,189 +273	+9%	+$36.1K	0.22%	111
2021 Q4	$411K	Buy	2,916 +106	+4%	+$14.1K	0.2%	115
2021 Q3	$358K	Buy	2,810 +381	+16%	+$50.4K	0.19%	119
2021 Q2	$306K	Buy	2,429 +507	+26%	+$62.1K	0.16%	127
2021 Q1	$224K	Buy	+1,922	New	+$222K	0.13%	145

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

Investors Asset Management of Georgia's XLV Position: Q2 2026 in Review

Investors Asset Management of Georgia increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 15% in Q2 2026, buying an estimated $75K and bringing the position to 3,759 shares worth $596K. The position accounts for 0.21% of the portfolio, ranked #105.

Investors Asset Management of Georgia first reported a position in XLV in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.02M in Q1 2024. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Investors Asset Management of Georgia held 3,759 shares of State Street Health Care Select Sector SPDR ETF worth $596K as of Q2 2026.
Investors Asset Management of Georgia bought 504 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $75K.
State Street Health Care Select Sector SPDR ETF made up 0.21% of Investors Asset Management of Georgia's portfolio in Q2 2026, its #105 holding.
Investors Asset Management of Georgia first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
Investors Asset Management of Georgia's State Street Health Care Select Sector SPDR ETF position peaked at $4.02M in Q1 2024.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Investors Asset Management of Georgia's 13F filing for Q2 2026, filed 22 Jul 2026.