Investor's Fiduciary Advisor Network’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Investor's Fiduciary Advisor Network’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	$672K	Sell	4,239 -671	-14%	-$99.8K	0.23%	95
2026 Q1	$719K	Sell	4,910 -12	-0.2%	-$1.85K	0.22%	115
2025 Q4	$761K	Sell	4,922 -299	-6%	-$44.8K	0.16%	132
2025 Q3	$726K	Sell	5,221 -666	-11%	-$90.1K	0.25%	103
2025 Q2	$793K	Sell	5,887 -7	-0.1%	-$945	0.29%	92
2025 Q1	$860K	Sell	5,894 -167	-3%	-$24.3K	0.41%	66
2024 Q4	$833K	Buy	+6,061	New	+$887K	0.32%	80

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

Investor's Fiduciary Advisor Network's XLV Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 14% in Q2 2026, selling an estimated $99.8K and leaving 4,239 shares worth $672K. The position accounts for 0.23% of the portfolio, ranked #95.

Investor's Fiduciary Advisor Network first reported a position in XLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $860K in Q1 2025. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Investor's Fiduciary Advisor Network held 4,239 shares of State Street Health Care Select Sector SPDR ETF worth $672K as of Q2 2026.
Investor's Fiduciary Advisor Network sold 671 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $99.8K.
State Street Health Care Select Sector SPDR ETF made up 0.23% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #95 holding.
Investor's Fiduciary Advisor Network first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Investor's Fiduciary Advisor Network's State Street Health Care Select Sector SPDR ETF position peaked at $860K in Q1 2025.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.