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 Q3	$109K	Sell	647 -80	-11%	-$13.3K	0.02%	318
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

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Investors Research Corp's XLV Position: Q3 2026 in Review

Investors Research Corp reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 11% in Q3 2026, selling an estimated $13.3K and leaving 647 shares worth $109K. The position accounts for 0.02% of the portfolio, ranked #318.

Investors Research Corp first reported a position in XLV in Q2 2022 and has held it in 18 quarters since. The position peaked at $138K in Q4 2025. 288 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

Investors Research Corp held 647 shares of State Street Health Care Select Sector SPDR ETF worth $109K as of Q3 2026.
Investors Research Corp sold 80 State Street Health Care Select Sector SPDR ETF shares in Q3 2026, an estimated $13.3K.
State Street Health Care Select Sector SPDR ETF made up 0.02% of Investors Research Corp's portfolio in Q3 2026, its #318 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 18 quarters since.
Investors Research Corp's State Street Health Care Select Sector SPDR ETF position peaked at $138K in Q4 2025.
288 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.