Ipsen Advisor Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Ipsen Advisor Group’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 Q1	$1.14M	Buy	7,789 +31	+0.4%	+$4.78K	0.8%	37
2025 Q4	$1.2M	Sell	7,758 -244	-3%	-$36.5K	0.85%	35
2025 Q3	$1.11M	Sell	8,002 -131	-2%	-$17.7K	0.8%	35
2025 Q2	$1.1M	Buy	8,133 +36	+0.4%	+$4.86K	0.84%	33
2025 Q1	$1.18M	Buy	8,097 +32	+0.4%	+$4.65K	1.02%	23
2024 Q4	$1.11M	Buy	+8,065	New	+$1.18M	0.95%	26
2022 Q4	$1.11M	Buy	+8,174	New	+$1.08M	1.28%	16

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ipsen Advisor Group's XLV Position: Q1 2026 in Review

Ipsen Advisor Group increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.4% in Q1 2026, buying an estimated $4.78K and bringing the position to 7,789 shares worth $1.14M. The position accounts for 0.8% of the portfolio, ranked #37.

Ipsen Advisor Group first reported a position in XLV in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.2M in Q4 2025. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Ipsen Advisor Group held 7,789 shares of State Street Health Care Select Sector SPDR ETF worth $1.14M as of Q1 2026.
Ipsen Advisor Group bought 31 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $4.78K.
State Street Health Care Select Sector SPDR ETF made up 0.8% of Ipsen Advisor Group's portfolio in Q1 2026, its #37 holding.
Ipsen Advisor Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 7 quarters since.
Ipsen Advisor Group's State Street Health Care Select Sector SPDR ETF position peaked at $1.2M in Q4 2025.
1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.