Invera Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History
Bought
Maintained
Sold
Other funds holding XLV
HIIFS
Invera Wealth Advisors's XLV Position: Q2 2026 in Review
Invera Wealth Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 9.3% in Q2 2026, buying an estimated $19.6K and bringing the position to 1,550 shares worth $246K. The position accounts for 0.13% of the portfolio, ranked #121.
Invera Wealth Advisors first reported a position in XLV in Q4 2025 and has held it in 3 quarters since. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.
- Invera Wealth Advisors held 1,550 shares of State Street Health Care Select Sector SPDR ETF worth $246K as of Q2 2026.
- Invera Wealth Advisors bought 132 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $19.6K.
- State Street Health Care Select Sector SPDR ETF made up 0.13% of Invera Wealth Advisors's portfolio in Q2 2026, its #121 holding.
- Invera Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
- 1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.
Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.