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

Arista 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	$365K	Hold	2,303	–	–	0.04%	203
2026 Q1	$338K	Hold	2,303	–	–	0.04%	205
2025 Q4	$357K	Hold	2,303	–	–	0.04%	177
2025 Q3	$321K	Hold	2,303	–	–	0.04%	196
2025 Q2	$310K	Hold	2,303	–	–	0.04%	187
2025 Q1	$336K	Hold	2,303	–	–	0.08%	49
2024 Q4	$317K	Hold	2,303	–	–	0.08%	48
2024 Q3	$355K	Hold	2,303	–	–	0.09%	48
2024 Q2	$336K	Buy	+2,303	New	+$330K	0.09%	48
2024 Q1	–	Sell	-2,303	Closed	-$314K	–	59
2023 Q4	$314K	Hold	2,303	–	–	0.12%	41
2023 Q3	$296K	Hold	2,303	–	–	0.12%	43
2023 Q2	$306K	Sell	2,303 -149	-6%	-$19.6K	0.13%	46
2023 Q1	$317K	Sell	2,452 -45	-2%	-$5.88K	0.17%	43
2022 Q4	$339K	Buy	+2,497	New	+$331K	0.21%	42

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

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

Arista Wealth Management held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 2,303 shares worth $365K. The position accounts for 0.04% of the portfolio, ranked #203.

Arista Wealth Management first reported a position in XLV in Q4 2022 and has held it in 14 quarters since. 1,853 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Arista Wealth Management held 2,303 shares of State Street Health Care Select Sector SPDR ETF worth $365K as of Q2 2026.
Arista Wealth Management 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 0.04% of Arista Wealth Management's portfolio in Q2 2026, its #203 holding.
Arista Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
1,853 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.