Alpine Woods Capital Investors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Alpine Woods Capital Investors’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	$331K	Hold	2,089	–	–	0.07%	152
2026 Q1	$306K	Hold	2,089	–	–	0.07%	137
2025 Q4	$323K	Sell	2,089 -16	-0.8%	-$2.4K	0.08%	149
2025 Q3	$293K	Sell	2,105 -10	-0.5%	-$1.35K	0.07%	137
2025 Q2	$285K	Sell	2,115 -5	-0.2%	-$675	0.07%	139
2025 Q1	$310K	Hold	2,120	–	–	0.08%	137
2024 Q4	$292K	Hold	2,120	–	–	0.06%	162
2024 Q3	$317K	Hold	2,120	–	–	0.06%	159
2024 Q2	$309K	Hold	2,120	–	–	0.05%	161
2024 Q1	$298K	Hold	2,120	–	–	0.06%	157
2023 Q4	$289K	Hold	2,120	–	–	0.04%	151
2023 Q3	$273K	Buy	2,120 +120	+6%	+$15.9K	0.04%	148
2023 Q2	$265K	Hold	2,000	–	–	0.04%	148
2023 Q1	$259K	Hold	2,000	–	–	0.04%	160
2022 Q4	$272K	Sell	2,000 -12,000	-86%	-$1.59M	0.04%	163
2022 Q3	$1.7M	Hold	14,000	–	–	0.23%	109
2022 Q2	$1.79M	Hold	14,000	–	–	0.22%	114
2022 Q1	$1.92M	Buy	+14,000	New	+$1.85M	0.2%	124
2021 Q4	–	Sell	-14,000	Closed	-$1.78M	–	228
2021 Q3	$1.78M	Hold	14,000	–	–	0.19%	130
2021 Q2	$1.76M	Hold	14,000	–	–	0.18%	128
2021 Q1	$1.63M	Hold	14,000	–	–	0.18%	134
2020 Q4	$1.59M	Hold	14,000	–	–	0.19%	128
2020 Q3	$1.48M	Hold	14,000	–	–	0.22%	124
2020 Q2	$1.4M	Hold	14,000	–	–	0.27%	103
2020 Q1	$1.24M	Buy	14,000 +12,000	+600%	+$1.17M	0.28%	96
2019 Q4	$204K	Sell	2,000 -5,000	-71%	-$481K	0.04%	248
2019 Q3	$631K	Hold	7,000	–	–	0.12%	144
2019 Q2	$648K	Hold	7,000	–	–	0.13%	155
2019 Q1	$642K	Hold	7,000	–	–	0.14%	153
2018 Q4	$606K	Buy	+7,000	New	+$634K	0.15%	142

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

Alpine Woods Capital Investors's XLV Position: Q2 2026 in Review

Alpine Woods Capital Investors held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 2,089 shares worth $331K. The position accounts for 0.07% of the portfolio, ranked #152.

Alpine Woods Capital Investors first reported a position in XLV in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.92M in Q1 2022. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Alpine Woods Capital Investors held 2,089 shares of State Street Health Care Select Sector SPDR ETF worth $331K as of Q2 2026.
Alpine Woods Capital Investors 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 0.07% of Alpine Woods Capital Investors's portfolio in Q2 2026, its #152 holding.
Alpine Woods Capital Investors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
Alpine Woods Capital Investors's State Street Health Care Select Sector SPDR ETF position peaked at $1.92M in Q1 2022.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q2 2026, filed 7 Aug 2026.