Innova Wealth Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Innova Wealth Partners’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	$3.89M	Buy	24,516 +22,948	+1,464%	+$3.41M	1.59%	19
2026 Q1	$230K	Sell	1,568 -24,988	-94%	-$3.85M	0.11%	143
2025 Q4	$4.11M	Buy	+26,556	New	+$3.98M	2.07%	15
2025 Q1	–	Sell	-1,582	Closed	-$218K	–	106
2024 Q4	$218K	Buy	+1,582	New	+$232K	0.14%	85
2024 Q3	–	Sell	-33,330	Closed	-$4.86M	–	147
2024 Q2	$4.86M	Sell	33,330 -223	-0.7%	-$32K	3.47%	10
2024 Q1	$4.96M	Buy	33,553 +500	+2%	+$71.7K	3.83%	11
2023 Q4	$4.51M	Buy	33,053 +31,481	+2,003%	+$4.1M	3.88%	12
2023 Q3	$202K	Sell	1,572 -35,007	-96%	-$4.65M	0.18%	55
2023 Q2	$4.86M	Buy	+36,579	New	+$4.82M	4.14%	11
2023 Q1	–	Sell	-35,564	Closed	-$4.83M	–	62
2022 Q4	$4.83M	Buy	+35,564	New	+$4.71M	4.24%	6
2022 Q2	–	Sell	-38,312	Closed	-$5.25M	–	79
2022 Q1	$5.25M	Sell	38,312 -5,108	-12%	-$676K	3.77%	11
2021 Q4	$6.12M	Buy	43,420 +1,452	+3%	+$193K	4.33%	6
2021 Q3	$5.34M	Buy	41,968 +1,685	+4%	+$223K	4.23%	6
2021 Q2	$5.07M	Buy	40,283 +957	+2%	+$117K	4%	9
2021 Q1	$4.59M	Buy	39,326 +5,990	+18%	+$691K	3.9%	10
2020 Q4	$3.78M	Buy	+33,336	New	+$3.64M	3.53%	13

Other funds holding XLV

HIIFS

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Innova Wealth Partners's XLV Position: Q2 2026 in Review

Innova Wealth Partners increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1,464% in Q2 2026, buying an estimated $3.41M and bringing the position to 24,516 shares worth $3.89M. The position accounts for 1.59% of the portfolio, ranked #19.

Innova Wealth Partners first reported a position in XLV in Q4 2020 and has held it in 16 quarters since. The position peaked at $6.12M in Q4 2021. 837 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Innova Wealth Partners held 24,516 shares of State Street Health Care Select Sector SPDR ETF worth $3.89M as of Q2 2026.
Innova Wealth Partners bought 22,948 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $3.41M.
State Street Health Care Select Sector SPDR ETF made up 1.59% of Innova Wealth Partners's portfolio in Q2 2026, its #19 holding.
Innova Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and has held it in 16 quarters since.
Innova Wealth Partners's State Street Health Care Select Sector SPDR ETF position peaked at $6.12M in Q4 2021.
837 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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