Aurora Private Wealth’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Aurora Private Wealth’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 Q3	$370K	Buy	2,197 +8	+0.4%	+$1.33K	0.23%	107
2026 Q2	$347K	Sell	2,189 -30	-1%	-$4.46K	0.22%	110
2026 Q1	$344K	Hold	2,219	–	–	0.24%	105
2025 Q4	$344K	Buy	+2,219	New	+$332K	0.23%	106
2025 Q2	$437K	Sell	3,242 -56	-2%	-$7.56K	0.32%	78
2025 Q1	$482K	Sell	3,298 -254	-7%	-$36.9K	0.39%	66
2024 Q4	$489K	Sell	3,552 -70	-2%	-$10.2K	0.37%	72
2024 Q3	$558K	Sell	3,622 -88	-2%	-$13.3K	0.44%	62
2024 Q2	$541K	Buy	3,710 +444	+14%	+$63.7K	0.47%	60
2024 Q1	$478K	Sell	3,266 -687	-17%	-$98.6K	0.41%	67
2023 Q4	$539K	Sell	3,953 -24	-0.6%	-$3.12K	0.51%	51
2023 Q3	$512K	Sell	3,977 -15	-0.4%	-$1.99K	0.57%	50
2023 Q2	$530K	Buy	3,992 +76	+2%	+$10K	0.6%	47
2023 Q1	$507K	Sell	3,916 -618	-14%	-$80.7K	0.54%	49
2022 Q4	$616K	Hold	4,534	–	–	0.7%	41
2022 Q3	$549K	Buy	4,534 +1,152	+34%	+$148K	0.25%	68
2022 Q2	$434K	Sell	3,382 -478	-12%	-$62.7K	0.2%	83
2022 Q1	$529K	Buy	3,860 +236	+7%	+$31.2K	0.22%	80
2021 Q4	$511K	Sell	3,624 -32	-0.9%	-$4.25K	0.22%	84
2021 Q3	$465K	Buy	3,656 +45	+1%	+$5.95K	0.19%	108
2021 Q2	$455K	Buy	3,611 +338	+10%	+$41.4K	0.18%	110
2021 Q1	$382K	Buy	3,273 +143	+5%	+$16.5K	0.16%	122
2020 Q4	$355K	Buy	3,130 +16	+0.5%	+$1.75K	0.15%	142
2020 Q3	$328K	Buy	3,114 +96	+3%	+$10.1K	0.14%	129
2020 Q2	$302K	Sell	3,018 -1,500	-33%	-$148K	0.14%	123
2020 Q1	$400K	Buy	4,518 +1,982	+78%	+$193K	0.14%	143
2019 Q4	$258K	Buy	+2,536	New	+$244K	0.09%	161

Other funds holding XLV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Jordan Park Group San Francisco, California $2B AUM 16.09% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Aurora Private Wealth's XLV Position: Q3 2026 in Review

Aurora Private Wealth increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.37% in Q3 2026, buying an estimated $1.33K and bringing the position to 2,197 shares worth $370K. The position accounts for 0.23% of the portfolio, ranked #107.

Aurora Private Wealth first reported a position in XLV in Q4 2019 and has held it in 27 quarters since. The position peaked at $616K in Q4 2022. 1,270 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

Aurora Private Wealth held 2,197 shares of State Street Health Care Select Sector SPDR ETF worth $370K as of Q3 2026.
Aurora Private Wealth bought 8 State Street Health Care Select Sector SPDR ETF shares in Q3 2026, an estimated $1.33K.
State Street Health Care Select Sector SPDR ETF made up 0.23% of Aurora Private Wealth's portfolio in Q3 2026, its #107 holding.
Aurora Private Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
Aurora Private Wealth's State Street Health Care Select Sector SPDR ETF position peaked at $616K in Q4 2022.
1,270 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on Aurora Private Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.