Avestar Capital’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Avestar Capital’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	$457K	Buy	2,879 +3	+0.1%	+$446	0.03%	397
2026 Q1	$422K	Sell	2,876 -18	-0.6%	-$2.78K	0.03%	385
2025 Q4	$448K	Buy	2,894 +3	+0.1%	+$449	0.03%	362
2025 Q3	$402K	Sell	2,891 -197	-6%	-$26.7K	0.03%	376
2025 Q2	$416K	Sell	3,088 -3,304	-52%	-$446K	0.03%	343
2025 Q1	$933K	Sell	6,392 -293	-4%	-$42.6K	0.08%	194
2024 Q4	$920K	Buy	6,685 +276	+4%	+$40.4K	0.08%	193
2024 Q3	$987K	Sell	6,409 -57	-0.9%	-$8.64K	0.1%	157
2024 Q2	$942K	Sell	6,466 -309	-5%	-$44.3K	0.1%	158
2024 Q1	$1M	Buy	6,775 +2,215	+49%	+$318K	0.11%	156
2023 Q4	$622K	Buy	4,560 +1,340	+42%	+$174K	0.07%	173
2023 Q3	$414K	Buy	3,220 +2	+0.1%	+$266	0.06%	189
2023 Q2	$427K	Buy	3,218 +1	+0%	+$132	0.07%	165
2023 Q1	$416K	Buy	3,217 +420	+15%	+$54.9K	0.07%	168
2022 Q4	$380K	Sell	2,797 -140	-5%	-$18.6K	0.07%	170
2022 Q3	$356K	Buy	2,937 +308	+12%	+$39.7K	0.09%	161
2022 Q2	$337K	Buy	2,629 +150	+6%	+$19.7K	0.08%	182
2022 Q1	$340K	Sell	2,479 -180	-7%	-$23.8K	0.05%	285
2021 Q4	$375K	Buy	2,659 +710	+36%	+$94.3K	0.05%	300
2021 Q3	$248K	Hold	1,949	–	–	0.03%	383
2021 Q2	$245K	Hold	1,949	–	–	0.03%	366
2021 Q1	$238K	Buy	+1,949	New	+$225K	0.05%	283
2020 Q1	–	Sell	-2,667	Closed	-$271K	–	203
2019 Q4	$271K	Buy	2,667 +53	+2%	+$5.1K	0.15%	126
2019 Q3	$236K	Buy	2,614 +1,610	+160%	+$147K	0.15%	130
2019 Q2	$92K	Hold	1,004	–	–	0.06%	210
2019 Q1	$91K	Sell	1,004 -1,077	-52%	-$97.1K	0.06%	204
2018 Q4	$179K	Hold	2,081	–	–	0.12%	106
2018 Q3	$197K	Hold	2,081	–	–	0.11%	122
2018 Q2	$173K	Buy	2,081 +1,837	+753%	+$152K	0.11%	126
2018 Q1	$19K	Sell	244 -546	-69%	-$46.5K	0.01%	347
2017 Q4	$65K	Buy	+790	New	+$65.1K	0.05%	215

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

Avestar Capital's XLV Position: Q2 2026 in Review

Avestar Capital increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.1% in Q2 2026, buying an estimated $446 and bringing the position to 2,879 shares worth $457K. The position accounts for 0.03% of the portfolio, ranked #397.

Avestar Capital first reported a position in XLV in Q4 2017 and has held it in 31 quarters since. The position peaked at $1M in Q1 2024. 1,862 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Avestar Capital held 2,879 shares of State Street Health Care Select Sector SPDR ETF worth $457K as of Q2 2026.
Avestar Capital bought 3 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $446.
State Street Health Care Select Sector SPDR ETF made up 0.03% of Avestar Capital's portfolio in Q2 2026, its #397 holding.
Avestar Capital first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2017 and has held it in 31 quarters since.
Avestar Capital's State Street Health Care Select Sector SPDR ETF position peaked at $1M in Q1 2024.
1,862 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.