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 Q3	$647K	Buy	3,841 +2,517	+190%	+$420K	0.1%	199
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

AIC

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

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 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

GLLW

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

VisionPoint Advisory Group's XLV Position: Q3 2026 in Review

VisionPoint Advisory Group increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 190% in Q3 2026, buying an estimated $420K and bringing the position to 3,841 shares worth $647K. The position accounts for 0.1% of the portfolio, ranked #199.

VisionPoint Advisory Group first reported a position in XLV in Q4 2018 and has held it in 25 quarters since. The position peaked at $899K in Q1 2021. 101 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

VisionPoint Advisory Group held 3,841 shares of State Street Health Care Select Sector SPDR ETF worth $647K as of Q3 2026.
VisionPoint Advisory Group bought 2,517 State Street Health Care Select Sector SPDR ETF shares in Q3 2026, an estimated $420K.
State Street Health Care Select Sector SPDR ETF made up 0.1% of VisionPoint Advisory Group's portfolio in Q3 2026, its #199 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 25 quarters since.
VisionPoint Advisory Group's State Street Health Care Select Sector SPDR ETF position peaked at $899K in Q1 2021.
101 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.