Independent Advisor Alliance’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Independent Advisor Alliance’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	$1.04M	Sell	6,528 -70,187	-91%	-$10.4M	0.02%	449
2026 Q1	$11.2M	Buy	76,715 +71,059	+1,256%	+$11M	0.12%	153
2025 Q4	$875K	Buy	5,656 +973	+21%	+$146K	0.02%	506
2025 Q3	$652K	Sell	4,683 -418	-8%	-$56.6K	0.02%	551
2025 Q2	$688K	Buy	+5,101	New	+$689K	0.02%	500
2025 Q1	–	Sell	-77,813	Closed	-$10.7M	–	1386
2024 Q4	$10.7M	Buy	+77,813	New	+$11.4M	0.14%	161
2020 Q1	–	Sell	-22,076	Closed	-$2.25M	–	884
2019 Q4	$2.25M	Buy	+22,076	New	+$2.12M	0.1%	224
2017 Q2	–	Sell	-2,904	Closed	-$215K	–	423
2017 Q1	$215K	Buy	+2,904	New	+$212K	0.03%	367

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

Independent Advisor Alliance's XLV Position: Q2 2026 in Review

Independent Advisor Alliance reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 91% in Q2 2026, selling an estimated $10.4M and leaving 6,528 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #449.

Independent Advisor Alliance first reported a position in XLV in Q1 2017 and has held it in 8 quarters since. The position peaked at $11.2M in Q1 2026. 1,866 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Independent Advisor Alliance held 6,528 shares of State Street Health Care Select Sector SPDR ETF worth $1.04M as of Q2 2026.
Independent Advisor Alliance sold 70,187 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $10.4M.
State Street Health Care Select Sector SPDR ETF made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #449 holding.
Independent Advisor Alliance first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2017 and has held it in 8 quarters since.
Independent Advisor Alliance's State Street Health Care Select Sector SPDR ETF position peaked at $11.2M in Q1 2026.
1,866 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.