Arete Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History
Bought
Maintained
Sold
Other funds holding XLV
Arete Wealth Advisors's XLV Position: Q1 2026 in Review
Arete Wealth Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 64% in Q1 2026, selling an estimated $3.28M and leaving 11,907 shares worth $1.74M. The position accounts for 0.13% of the portfolio, ranked #165.
Arete Wealth Advisors first reported a position in XLV in Q4 2019 and has held it in 22 quarters since. The position peaked at $826M in Q4 2022. 1,803 funds tracked by Wall St. Rank hold XLV as of Q1 2026.
- Arete Wealth Advisors held 11,907 shares of State Street Health Care Select Sector SPDR ETF worth $1.74M as of Q1 2026.
- Arete Wealth Advisors sold 21,238 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $3.28M.
- State Street Health Care Select Sector SPDR ETF made up 0.13% of Arete Wealth Advisors's portfolio in Q1 2026, its #165 holding.
- Arete Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 22 quarters since.
- Arete Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $826M in Q4 2022.
- 1,803 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.
Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.