Iron Gate Global Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Iron Gate Global 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	$297K	Hold	1,869	–	–	0.03%	80
2026 Q1	$274K	Sell	1,869 -20	-1%	-$3.08K	0.03%	84
2025 Q4	$292K	Hold	1,889	–	–	0.03%	78
2025 Q3	$263K	Sell	1,889 -1,000	-35%	-$135K	0.03%	89
2025 Q2	$389K	Buy	2,889 +1,000	+53%	+$135K	0.04%	58
2025 Q1	$276K	Buy	+1,889	New	+$274K	0.04%	72
2019 Q3	–	Sell	-5,433	Closed	-$503K	–	81
2019 Q2	$503K	Buy	5,433 +3	+0.1%	+$270	0.33%	37
2019 Q1	$498K	Sell	5,430 -998	-16%	-$90K	0.2%	40
2018 Q4	$556K	Buy	6,428 +3	+0%	+$272	0.41%	33
2018 Q3	$611K	Buy	6,425 +1,412	+28%	+$128K	0.4%	29
2018 Q2	$418K	Buy	5,013 +1,003	+25%	+$83.1K	0.31%	31
2018 Q1	$326K	Sell	4,010 -310	-7%	-$26.4K	0.25%	36
2017 Q4	$357K	Sell	4,320 -2,027	-32%	-$167K	0.3%	36
2017 Q3	$519K	Buy	6,347 +863	+16%	+$69.3K	0.48%	29
2017 Q2	$435K	Buy	+5,484	New	+$418K	0.48%	27

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

Iron Gate Global Advisors's XLV Position: Q2 2026 in Review

Iron Gate Global Advisors held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 1,869 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #80.

Iron Gate Global Advisors first reported a position in XLV in Q2 2017 and has held it in 15 quarters since. The position peaked at $611K in Q3 2018. 1,853 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Iron Gate Global Advisors held 1,869 shares of State Street Health Care Select Sector SPDR ETF worth $297K as of Q2 2026.
Iron Gate Global Advisors 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 0.03% of Iron Gate Global Advisors's portfolio in Q2 2026, its #80 holding.
Iron Gate Global Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2017 and has held it in 15 quarters since.
Iron Gate Global Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $611K in Q3 2018.
1,853 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Iron Gate Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.