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

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return