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

Arta Finance 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	$9.08M	Sell	57,207 -1,294	-2%	-$193K	3.88%	9
2026 Q1	$8.58M	Buy	58,501 +2,001	+4%	+$309K	4.24%	7
2025 Q4	$8.75M	Buy	+56,500	New	+$8.46M	4.46%	8

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

Arta Finance Wealth Management's XLV Position: Q2 2026 in Review

Arta Finance Wealth Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.2% in Q2 2026, selling an estimated $193K and leaving 57,207 shares worth $9.08M. The position accounts for 3.88% of the portfolio, ranked #9.

Arta Finance Wealth Management first reported a position in XLV in Q4 2025 and has held it in 3 quarters since. 1,846 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Arta Finance Wealth Management held 57,207 shares of State Street Health Care Select Sector SPDR ETF worth $9.08M as of Q2 2026.
Arta Finance Wealth Management sold 1,294 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $193K.
State Street Health Care Select Sector SPDR ETF made up 3.88% of Arta Finance Wealth Management's portfolio in Q2 2026, its #9 holding.
Arta Finance Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
1,846 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Arta Finance Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.