Alta Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Alta Wealth Advisors’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	$720K	Sell	4,537 -106	-2%	-$15.8K	0.2%	90
2026 Q1	$681K	Sell	4,643 -72	-2%	-$11.1K	0.22%	86
2025 Q4	$730K	Sell	4,715 -69	-1%	-$10.3K	0.24%	75
2025 Q3	$666K	Sell	4,784 -1,188	-20%	-$161K	0.24%	69
2025 Q2	$805K	Sell	5,972 -1,690	-22%	-$228K	0.38%	45
2025 Q1	$1.12M	Sell	7,662 -89	-1%	-$12.9K	0.51%	47
2024 Q4	$1.07M	Sell	7,751 -637	-8%	-$93.2K	0.47%	49
2024 Q3	$1.29M	Buy	8,388 +5,750	+218%	+$872K	0.59%	43
2024 Q2	$385K	Sell	2,638 -134	-5%	-$19.2K	0.19%	93
2024 Q1	$410K	Buy	2,772 +21	+0.8%	+$3.01K	0.21%	91
2023 Q4	$375K	Sell	2,751 -1,889	-41%	-$246K	0.21%	93
2023 Q3	$597K	Buy	4,640 +35	+0.8%	+$4.65K	0.37%	77
2023 Q2	$611K	Buy	4,605 +14	+0.3%	+$1.85K	0.36%	77
2023 Q1	$594K	Buy	4,591 +139	+3%	+$18.2K	0.38%	79
2022 Q4	$605K	Sell	4,452 -122	-3%	-$16.2K	0.41%	82
2022 Q3	$554K	Sell	4,574 -220	-5%	-$28.3K	0.4%	78
2022 Q2	$617K	Buy	4,794 +326	+7%	+$42.7K	0.43%	66
2022 Q1	$612K	Buy	4,468 +110	+3%	+$14.6K	0.36%	84
2021 Q4	$614K	Sell	4,358 -101	-2%	-$13.4K	0.38%	85
2021 Q3	$568K	Buy	4,459 +12	+0.3%	+$1.59K	0.41%	87
2021 Q2	$560K	Sell	4,447 -98	-2%	-$12K	0.41%	91
2021 Q1	$531K	Buy	4,545 +3	+0.1%	+$346	0.44%	85
2020 Q4	$515K	Buy	+4,542	New	+$496K	0.43%	81

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

Alta Wealth Advisors's XLV Position: Q2 2026 in Review

Alta Wealth Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.3% in Q2 2026, selling an estimated $15.8K and leaving 4,537 shares worth $720K. The position accounts for 0.2% of the portfolio, ranked #90.

Alta Wealth Advisors first reported a position in XLV in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.29M in Q3 2024. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Alta Wealth Advisors held 4,537 shares of State Street Health Care Select Sector SPDR ETF worth $720K as of Q2 2026.
Alta Wealth Advisors sold 106 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $15.8K.
State Street Health Care Select Sector SPDR ETF made up 0.2% of Alta Wealth Advisors's portfolio in Q2 2026, its #90 holding.
Alta Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
Alta Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $1.29M in Q3 2024.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.