VisionPoint Advisory Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

VisionPoint Advisory 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 Q2	$210K	Sell	1,324 -2,333	-64%	-$347K	0.03%	453
2026 Q1	$536K	Buy	3,657 +1,659	+83%	+$256K	0.1%	213
2025 Q4	$309K	Sell	1,998 -811	-29%	-$121K	0.06%	298
2025 Q3	$391K	Sell	2,809 -422	-13%	-$57.1K	0.08%	242
2025 Q2	$436K	Buy	+3,231	New	+$436K	0.09%	203
2024 Q3	–	Sell	-7	Closed	-$1.02K	–	797
2024 Q2	$1.02K	Hold	7	–	–	﹤0.01%	720
2024 Q1	$1.03K	Hold	7	–	–	﹤0.01%	723
2023 Q4	$955	Sell	7 -867	-99%	-$113K	﹤0.01%	669
2023 Q3	$113K	Buy	874 +836	+2,200%	+$111K	0.05%	179
2023 Q2	$5.04K	Buy	+38	New	+$5.01K	﹤0.01%	449
2022 Q3	–	Sell	-1,911	Closed	-$252K	–	110
2022 Q2	$252K	Sell	1,911 -2,752	-59%	-$361K	0.1%	87
2022 Q1	$593K	Sell	4,663 -477	-9%	-$63.2K	0.27%	53
2021 Q4	$680K	Buy	5,140 +257	+5%	+$34.1K	0.3%	60
2021 Q3	$649K	Buy	+4,883	New	+$645K	0.29%	61
2021 Q2	–	Sell	-7,701	Closed	-$899K	–	120
2021 Q1	$899K	Sell	7,701 -15	-0.2%	-$1.73K	0.43%	61
2020 Q4	$875K	Sell	7,716 -655	-8%	-$71.5K	0.44%	52
2020 Q3	$883K	Buy	8,371 +965	+13%	+$102K	0.38%	38
2020 Q2	$778K	Buy	7,406 +1,336	+22%	+$132K	0.32%	38
2020 Q1	$538K	Hold	6,070	–	–	0.25%	56
2019 Q4	$618K	Sell	6,070 -1,835	-23%	-$176K	0.26%	60
2019 Q3	$712K	Sell	7,905 -22	-0.3%	-$2.01K	0.2%	57
2019 Q2	$734K	Sell	7,927 -122	-2%	-$11K	0.21%	55
2019 Q1	$738K	Buy	8,049 +165	+2%	+$14.9K	0.21%	65
2018 Q4	$682K	Buy	+7,884	New	+$714K	0.22%	56

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

VisionPoint Advisory Group's XLV Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 64% in Q2 2026, selling an estimated $347K and leaving 1,324 shares worth $210K. The position accounts for 0.03% of the portfolio, ranked #453.

VisionPoint Advisory Group first reported a position in XLV in Q4 2018 and has held it in 24 quarters since. The position peaked at $899K in Q1 2021. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

VisionPoint Advisory Group held 1,324 shares of State Street Health Care Select Sector SPDR ETF worth $210K as of Q2 2026.
VisionPoint Advisory Group sold 2,333 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $347K.
State Street Health Care Select Sector SPDR ETF made up 0.03% of VisionPoint Advisory Group's portfolio in Q2 2026, its #453 holding.
VisionPoint Advisory Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2018 and has held it in 24 quarters since.
VisionPoint Advisory Group's State Street Health Care Select Sector SPDR ETF position peaked at $899K in Q1 2021.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.