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 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 $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Independent Advisor Alliance's XLV Position: Q1 2026 in Review

Independent Advisor Alliance increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1,256% in Q1 2026, buying an estimated $11M and bringing the position to 76,715 shares worth $11.2M. The position accounts for 0.12% of the portfolio, ranked #153.

Independent Advisor Alliance first reported a position in XLV in Q1 2017 and has held it in 7 quarters since. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Independent Advisor Alliance held 76,715 shares of State Street Health Care Select Sector SPDR ETF worth $11.2M as of Q1 2026.
Independent Advisor Alliance bought 71,059 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $11M.
State Street Health Care Select Sector SPDR ETF made up 0.12% of Independent Advisor Alliance's portfolio in Q1 2026, its #153 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 7 quarters since.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.