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

Alterna 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	$474K	Buy	+2,988	New	+$445K	0.27%	65
2025 Q3	–	Sell	-2,332	Closed	-$314K	–	115
2025 Q2	$314K	Hold	2,332	–	–	0.25%	75
2025 Q1	$340K	Buy	+2,332	New	+$339K	0.26%	68
2024 Q3	–	Sell	-2,999	Closed	-$437K	–	116
2024 Q2	$437K	Sell	2,999 -7,080	-70%	-$1.02M	0.38%	63
2024 Q1	$1.49M	Buy	+10,079	New	+$1.45M	1.21%	18
2022 Q3	–	Sell	-2,053	Closed	-$263K	–	107
2022 Q2	$263K	Buy	2,053 +50	+2%	+$6.55K	0.27%	61
2022 Q1	$274K	Buy	+2,003	New	+$265K	0.23%	70

Other funds holding XLV

HIIFS

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

Alterna Wealth Management opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 2,988 shares worth $474K. The stake represents 0.27% of the portfolio and ranks #65 among its holdings. This is a return to the name: Alterna Wealth Management previously reported a position in XLV as recently as Q2 2025.

Alterna Wealth Management first reported a position in XLV in Q1 2022 and has held it in 7 quarters since. The position peaked at $1.49M in Q1 2024. 831 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Alterna Wealth Management held 2,988 shares of State Street Health Care Select Sector SPDR ETF worth $474K as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new Alterna Wealth Management position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.27% of Alterna Wealth Management's portfolio in Q2 2026, its #65 holding.
Alterna Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2022 and has held it in 7 quarters since.
Alterna Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.49M in Q1 2024.
831 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.