Alpha Cubed Investments’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Alpha Cubed Investments’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
2025 Q4	$2.06M	Buy	13,278 +10,262	+340%	+$1.54M	0.07%	85
2025 Q3	$420K	Sell	3,016 -224	-7%	-$30.3K	0.01%	196
2025 Q2	$437K	Sell	3,240 -8,218	-72%	-$1.11M	0.02%	194
2025 Q1	$1.67M	Sell	11,458 -7,250	-39%	-$1.05M	0.07%	99
2024 Q4	$2.57M	Buy	18,708 +15,134	+423%	+$2.21M	0.12%	76
2024 Q3	$550K	Buy	3,574 +50	+1%	+$7.58K	0.02%	141
2024 Q2	$514K	Sell	3,524 -19,901	-85%	-$2.85M	0.02%	151
2024 Q1	$3.46M	Sell	23,425 -8,166	-26%	-$1.17M	0.18%	72
2023 Q4	$4.31M	Buy	31,591 +23,770	+304%	+$3.09M	0.24%	71
2023 Q3	$1.01M	Buy	7,821 +452	+6%	+$60K	0.07%	105
2023 Q2	$978K	Buy	7,369 +1,453	+25%	+$192K	0.07%	109
2023 Q1	$766K	Sell	5,916 -171	-3%	-$22.3K	0.06%	123
2022 Q4	$827K	Buy	6,087 +2,069	+51%	+$274K	0.06%	128
2022 Q3	$487K	Sell	4,018 -52	-1%	-$6.7K	0.04%	148
2022 Q2	$522K	Buy	4,070 +2,457	+152%	+$322K	0.04%	167
2022 Q1	$221K	Buy	+1,613	New	+$214K	0.01%	300
2021 Q1	–	Sell	-1,783	Closed	-$202K	–	284
2020 Q4	$202K	Sell	1,783 -231	-11%	-$25.2K	0.02%	244
2020 Q3	$212K	Sell	2,014 -317	-14%	-$33.4K	0.02%	205
2020 Q2	$233K	Sell	2,331 -578	-20%	-$57K	0.03%	188
2020 Q1	$258K	Buy	2,909 +87	+3%	+$8.45K	0.03%	175
2019 Q4	$287K	Buy	2,822 +25	+0.9%	+$2.4K	0.03%	201
2019 Q3	$252K	Sell	2,797 -232	-8%	-$21.2K	0.03%	207
2019 Q2	$281K	Sell	3,029 -1,035	-25%	-$93.1K	0.03%	194
2019 Q1	$373K	Buy	+4,064	New	+$366K	0.05%	156

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Alpha Cubed Investments's XLV Position: Q4 2025 in Review

Alpha Cubed Investments increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 340% in Q4 2025, buying an estimated $1.54M and bringing the position to 13,278 shares worth $2.06M. The position accounts for 0.07% of the portfolio, ranked #85.

Alpha Cubed Investments first reported a position in XLV in Q1 2019 and has held it in 24 quarters since. The position peaked at $4.31M in Q4 2023. 1,838 funds tracked by Wall St. Rank hold XLV as of Q4 2025.

Alpha Cubed Investments held 13,278 shares of State Street Health Care Select Sector SPDR ETF worth $2.06M as of Q4 2025.
Alpha Cubed Investments bought 10,262 State Street Health Care Select Sector SPDR ETF shares in Q4 2025, an estimated $1.54M.
State Street Health Care Select Sector SPDR ETF made up 0.07% of Alpha Cubed Investments's portfolio in Q4 2025, its #85 holding.
Alpha Cubed Investments first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2019 and has held it in 24 quarters since.
Alpha Cubed Investments's State Street Health Care Select Sector SPDR ETF position peaked at $4.31M in Q4 2023.
1,838 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.