Realta Investment Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Realta Investment Advisors’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	$2.44M	Buy	15,390 +2,941	+24%	+$438K	0.76%	33
2026 Q1	$1.83M	Buy	12,449 +420	+3%	+$64.8K	0.63%	41
2025 Q4	$1.86M	Buy	12,029 +213	+2%	+$31.9K	0.61%	40
2025 Q3	$1.64M	Buy	11,816 +2,761	+30%	+$374K	0.55%	43
2025 Q2	$1.22M	Buy	9,055 +213	+2%	+$28.8K	0.48%	51
2025 Q1	$1.29M	Sell	8,842 -2,536	-22%	-$368K	0.59%	42
2024 Q4	$1.58M	Sell	11,378 -4,164	-27%	-$609K	0.65%	38
2024 Q3	$2.4M	Sell	15,542 -5,047	-25%	-$765K	1.11%	19
2024 Q2	$3M	Sell	20,589 -3,139	-13%	-$450K	0.59%	27
2024 Q1	$3.51M	Buy	23,728 +10,103	+74%	+$1.45M	0.72%	20
2023 Q4	$1.86M	Buy	13,625 +7,749	+132%	+$1.01M	0.42%	46
2023 Q3	$780K	Hold	5,876	–	–	0.18%	129
2023 Q2	$780K	Buy	5,876 +85	+1%	+$11.2K	0.17%	137
2023 Q1	$750K	Buy	5,791 +127	+2%	+$16.6K	0.18%	136
2022 Q4	$769K	Buy	5,664 +2	+0%	+$265	0.19%	133
2022 Q3	$686K	Buy	5,662 +3	+0.1%	+$386	0.18%	142
2022 Q2	$734K	Buy	5,659 +299	+6%	+$39.2K	0.18%	131
2022 Q1	$734K	Buy	5,360 +2,120	+65%	+$281K	0.15%	154
2021 Q4	$456K	Sell	3,240 -172	-5%	-$22.8K	0.1%	232
2021 Q3	$434K	Buy	3,412 +8	+0.2%	+$1.06K	0.1%	226
2021 Q2	$429K	Buy	3,404 +9	+0.3%	+$1.1K	0.1%	233
2021 Q1	$396K	Sell	3,395 -62	-2%	-$7.16K	0.1%	240
2020 Q4	$392K	Buy	3,457 +23	+0.7%	+$2.51K	0.11%	202
2020 Q3	$362K	Sell	3,434 -765	-18%	-$80.5K	0.12%	198
2020 Q2	$420K	Buy	4,199 +1,152	+38%	+$114K	0.14%	191
2020 Q1	$270K	Sell	3,047 -2,391	-44%	-$232K	0.12%	218
2019 Q4	$540K	Sell	5,438 -282	-5%	-$27.1K	0.15%	175
2019 Q3	$515K	Sell	5,720 -381	-6%	-$34.8K	0.14%	170
2019 Q2	$564K	Buy	6,101 +1,883	+45%	+$169K	0.16%	155
2019 Q1	$385K	Buy	+4,218	New	+$380K	0.18%	167

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

Realta Investment Advisors's XLV Position: Q2 2026 in Review

Realta Investment Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 24% in Q2 2026, buying an estimated $438K and bringing the position to 15,390 shares worth $2.44M. The position accounts for 0.76% of the portfolio, ranked #33.

Realta Investment Advisors first reported a position in XLV in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.51M in Q1 2024. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Realta Investment Advisors held 15,390 shares of State Street Health Care Select Sector SPDR ETF worth $2.44M as of Q2 2026.
Realta Investment Advisors bought 2,941 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $438K.
State Street Health Care Select Sector SPDR ETF made up 0.76% of Realta Investment Advisors's portfolio in Q2 2026, its #33 holding.
Realta Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2019 and has held it in 30 quarters since.
Realta Investment Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $3.51M in Q1 2024.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.