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

Avior 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	$1.26M	Buy	7,937 +625	+9%	+$93K	0.03%	321
2026 Q1	$1.07M	Sell	7,312 -280	-4%	-$43.2K	0.03%	338
2025 Q4	$1.18M	Sell	7,592 -1,392	-15%	-$208K	0.04%	281
2025 Q3	$1.25M	Sell	8,984 -1,252	-12%	-$169K	0.04%	265
2025 Q2	$1.38M	Sell	10,236 -1,603	-14%	-$216K	0.05%	227
2025 Q1	$1.73M	Buy	11,839 +1,346	+13%	+$196K	0.07%	191
2024 Q4	$1.44M	Sell	10,493 -1,569	-13%	-$230K	0.05%	222
2024 Q3	$1.86M	Buy	12,062 +1,427	+13%	+$216K	0.07%	177
2024 Q2	$1.55M	Sell	10,635 -1,204	-10%	-$173K	0.07%	189
2024 Q1	$1.75M	Buy	11,839 +11,711	+9,149%	+$1.68M	0.08%	176
2023 Q4	$17.6K	Sell	128 -1,361	-91%	-$177K	﹤0.01%	902
2023 Q3	$192K	Sell	1,489 -2,015	-58%	-$268K	0.01%	531
2023 Q2	$465K	Sell	3,504 -728	-17%	-$96K	0.03%	359
2023 Q1	$548K	Buy	4,232 +4,013	+1,832%	+$524K	0.04%	325
2022 Q4	$29.8K	Buy	219 +10	+5%	+$1.32K	﹤0.01%	704
2022 Q3	$25K	Buy	209 +1	+0.5%	+$129	﹤0.01%	710
2022 Q2	$26K	Buy	208 +60	+41%	+$7.87K	﹤0.01%	647
2022 Q1	$20K	Buy	148 +41	+38%	+$5.43K	﹤0.01%	717
2021 Q4	$15K	Sell	107 -244	-70%	-$32.4K	﹤0.01%	759
2021 Q3	$44K	Hold	351	–	–	﹤0.01%	574
2021 Q2	$44K	Sell	351 -9	-3%	-$1.1K	﹤0.01%	543
2021 Q1	$42K	Sell	360 -438	-55%	-$50.6K	﹤0.01%	542
2020 Q4	$90K	Sell	798 -449	-36%	-$49K	0.01%	452
2020 Q3	$131K	Hold	1,247	–	–	0.02%	417
2020 Q2	$124K	Sell	1,247 -17	-1%	-$1.68K	0.02%	420
2020 Q1	$112K	Sell	1,264 -608	-32%	-$59.1K	0.02%	404
2019 Q4	$190K	Buy	1,872 +1,752	+1,460%	+$168K	0.03%	378
2019 Q3	$10K	Sell	120 -1	-0.8%	-$91	﹤0.01%	589
2019 Q2	$11K	Buy	121 +104	+612%	+$9.35K	﹤0.01%	593
2019 Q1	$1K	Sell	17 -103	-86%	-$9.29K	﹤0.01%	636
2018 Q4	$10K	Sell	120 -1	-0.8%	-$91	﹤0.01%	573
2018 Q3	$11K	Buy	+121	New	+$10.9K	﹤0.01%	575

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

Avior Wealth Management's XLV Position: Q2 2026 in Review

Avior Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 8.5% in Q2 2026, buying an estimated $93K and bringing the position to 7,937 shares worth $1.26M. The position accounts for 0.03% of the portfolio, ranked #321.

Avior Wealth Management first reported a position in XLV in Q3 2018 and has held it in 32 quarters since. The position peaked at $1.86M in Q3 2024. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Avior Wealth Management held 7,937 shares of State Street Health Care Select Sector SPDR ETF worth $1.26M as of Q2 2026.
Avior Wealth Management bought 625 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $93K.
State Street Health Care Select Sector SPDR ETF made up 0.03% of Avior Wealth Management's portfolio in Q2 2026, its #321 holding.
Avior Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2018 and has held it in 32 quarters since.
Avior Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.86M in Q3 2024.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.