Investors Research Corp’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Investors Research Corp’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	$115K	Hold	727	–	–	0.02%	313
2026 Q1	$107K	Sell	727 -165	-18%	-$25.5K	0.02%	324
2025 Q4	$138K	Buy	892 +19	+2%	+$2.85K	0.03%	327
2025 Q3	$121K	Hold	873	–	–	0.02%	349
2025 Q2	$118K	Hold	873	–	–	0.02%	362
2025 Q1	$127K	Hold	873	–	–	0.03%	353
2024 Q4	$120K	Hold	873	–	–	0.03%	372
2024 Q3	$134K	Hold	873	–	–	0.03%	358
2024 Q2	$127K	Buy	873 +44	+5%	+$6.31K	0.03%	371
2024 Q1	$122K	Hold	829	–	–	0.03%	377
2023 Q4	$113K	Hold	829	–	–	0.03%	407
2023 Q3	$107K	Hold	829	–	–	0.03%	403
2023 Q2	$110K	Hold	829	–	–	0.03%	397
2023 Q1	$107K	Hold	829	–	–	0.03%	405
2022 Q4	$113K	Hold	829	–	–	0.03%	394
2022 Q3	$100K	Buy	829 +442	+114%	+$56.9K	0.03%	398
2022 Q2	$50K	Buy	+387	New	+$50.7K	0.02%	505

Other funds holding XLV

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Investors Research Corp's XLV Position: Q2 2026 in Review

Investors Research Corp held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 727 shares worth $115K. The position accounts for 0.02% of the portfolio, ranked #313.

Investors Research Corp first reported a position in XLV in Q2 2022 and has held it in 17 quarters since. The position peaked at $138K in Q4 2025. 603 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Investors Research Corp held 727 shares of State Street Health Care Select Sector SPDR ETF worth $115K as of Q2 2026.
Investors Research Corp 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 Investors Research Corp's portfolio in Q2 2026, its #313 holding.
Investors Research Corp first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2022 and has held it in 17 quarters since.
Investors Research Corp's State Street Health Care Select Sector SPDR ETF position peaked at $138K in Q4 2025.
603 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.