IPG Investment Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

IPG Investment Advisors’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	$396K	Buy	2,498 +888	+55%	+$132K	0.06%	176
2026 Q1	$236K	Buy	+1,610	New	+$248K	0.04%	202
2025 Q2	–	Sell	-2,168	Closed	-$317K	–	212
2025 Q1	$317K	Buy	+2,168	New	+$315K	0.07%	125
2024 Q4	–	Sell	-1,835	Closed	-$283K	–	212
2024 Q3	$283K	Buy	1,835 +125	+7%	+$18.9K	0.06%	131
2024 Q2	$249K	Hold	1,710	–	–	0.05%	142
2024 Q1	$253K	Sell	1,710 -80	-4%	-$11.5K	0.06%	133
2023 Q4	$244K	Sell	1,790 -2,280	-56%	-$297K	0.05%	157
2023 Q3	$524K	Buy	4,070 +358	+10%	+$47.5K	0.12%	106
2023 Q2	$493K	Sell	3,712 -5,017	-57%	-$661K	0.11%	107
2023 Q1	$1.13M	Buy	8,729 +5,351	+158%	+$699K	0.26%	55
2022 Q4	$459K	Hold	3,378	–	–	0.13%	80
2022 Q3	$409K	Sell	3,378 -51	-1%	-$6.57K	0.11%	80
2022 Q2	$440K	Sell	3,429 -11,282	-77%	-$1.48M	0.11%	83
2022 Q1	$2.02M	Sell	14,711 -3,650	-20%	-$483K	0.39%	43
2021 Q4	$2.59M	Buy	18,361 +16,150	+730%	+$2.14M	0.47%	43
2021 Q3	$281K	Buy	2,211 +300	+16%	+$39.6K	0.09%	93
2021 Q2	$241K	Sell	1,911 -4,520	-70%	-$554K	0.07%	117
2021 Q1	$751K	Buy	6,431 +2,070	+47%	+$239K	0.15%	97
2020 Q4	$495K	Buy	+4,361	New	+$476K	0.11%	98
2019 Q2	–	Sell	-2,315	Closed	-$212K	–	168
2019 Q1	$212K	Sell	2,315 -300	-11%	-$27K	0.07%	135
2018 Q4	$226K	Sell	2,615 -392	-13%	-$35.5K	0.09%	121
2018 Q3	$286K	Hold	3,007	–	–	0.09%	129
2018 Q2	$251K	Sell	3,007 -350	-10%	-$29K	0.09%	130
2018 Q1	$273K	Sell	3,357 -300	-8%	-$25.6K	0.09%	117
2017 Q4	$302K	Buy	3,657 +725	+25%	+$59.8K	0.13%	98
2017 Q3	$240K	Buy	+2,932	New	+$235K	0.08%	112

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

IPG Investment Advisors's XLV Position: Q2 2026 in Review

IPG Investment Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 55% in Q2 2026, buying an estimated $132K and bringing the position to 2,498 shares worth $396K. The position accounts for 0.06% of the portfolio, ranked #176.

IPG Investment Advisors first reported a position in XLV in Q3 2017 and has held it in 26 quarters since. The position peaked at $2.59M in Q4 2021. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

IPG Investment Advisors held 2,498 shares of State Street Health Care Select Sector SPDR ETF worth $396K as of Q2 2026.
IPG Investment Advisors bought 888 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $132K.
State Street Health Care Select Sector SPDR ETF made up 0.06% of IPG Investment Advisors's portfolio in Q2 2026, its #176 holding.
IPG Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2017 and has held it in 26 quarters since.
IPG Investment Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $2.59M in Q4 2021.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.