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

Alteri Wealth’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	$334K	Buy	2,107 +378	+22%	+$56.2K	0.09%	220
2026 Q1	$254K	Sell	1,729 -186	-10%	-$28.7K	0.08%	239
2025 Q4	$296K	Buy	1,915 +17	+0.9%	+$2.55K	0.1%	225
2025 Q3	$264K	Hold	1,898	–	–	0.09%	230
2025 Q2	$256K	Sell	1,898 -366	-16%	-$49.4K	0.1%	224
2025 Q1	$331K	Sell	2,264 -835	-27%	-$121K	0.15%	172
2024 Q4	$426K	Buy	+3,099	New	+$453K	0.12%	141

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

Alteri Wealth's XLV Position: Q2 2026 in Review

Alteri Wealth increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 22% in Q2 2026, buying an estimated $56.2K and bringing the position to 2,107 shares worth $334K. The position accounts for 0.09% of the portfolio, ranked #220.

Alteri Wealth first reported a position in XLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $426K in Q4 2024. 1,861 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Alteri Wealth held 2,107 shares of State Street Health Care Select Sector SPDR ETF worth $334K as of Q2 2026.
Alteri Wealth bought 378 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $56.2K.
State Street Health Care Select Sector SPDR ETF made up 0.09% of Alteri Wealth's portfolio in Q2 2026, its #220 holding.
Alteri Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Alteri Wealth's State Street Health Care Select Sector SPDR ETF position peaked at $426K in Q4 2024.
1,861 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.