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Allen Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Allen Wealth Management’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 		$16.3M Buy
102,979
+7,025
+7% +$1.05M 7.96% 5
2026
Q1 		$14.1M Buy
+95,954
New +$14.8M 7.04% 6

Other funds holding XLV

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Allen Wealth Management's XLV Position: Q2 2026 in Review

Allen Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 7.3% in Q2 2026, buying an estimated $1.05M and bringing the position to 102,979 shares worth $16.3M. The position accounts for 7.96% of the portfolio, ranked #5.

Allen Wealth Management first reported a position in XLV in Q1 2026 and has held it in 2 quarters since. 838 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Allen Wealth Management held 102,979 shares of State Street Health Care Select Sector SPDR ETF worth $16.3M as of Q2 2026.
  • Allen Wealth Management bought 7,025 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $1.05M.
  • State Street Health Care Select Sector SPDR ETF made up 7.96% of Allen Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Allen Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 838 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Allen Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.