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

Aventura 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 Q2	$30.5K	Hold	192	–	–	0.01%	414
2026 Q1	$28.1K	Hold	192	–	–	0.01%	400
2025 Q4	$29.7K	Buy	192 +170	+773%	+$25.5K	0.01%	359
2025 Q3	$3.06K	Hold	22	–	–	﹤0.01%	641
2025 Q2	$2.96K	Sell	22 -71	-76%	-$9.59K	﹤0.01%	590
2025 Q1	$13.6K	Buy	93 +71	+323%	+$10.3K	0.01%	409
2024 Q4	$3.03K	Buy	+22	New	+$3.22K	﹤0.01%	549

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 22.9% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Aventura Private Wealth's XLV Position: Q2 2026 in Review

Aventura Private Wealth held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 192 shares worth $30.5K. The position accounts for 0.01% of the portfolio, ranked #414.

Aventura Private Wealth first reported a position in XLV in Q4 2024 and has held it in 7 quarters since. 1,866 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Aventura Private Wealth held 192 shares of State Street Health Care Select Sector SPDR ETF worth $30.5K as of Q2 2026.
Aventura Private Wealth 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 0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #414 holding.
Aventura Private Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,866 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.