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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
Q3 		$2.55M Sell
15,141
-249
-2% -$41.5K 0.75% 28
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

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Realta Investment Advisors's XLV Position: Q3 2026 in Review

Realta Investment Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.6% in Q3 2026, selling an estimated $41.5K and leaving 15,141 shares worth $2.55M. The position accounts for 0.75% of the portfolio, ranked #28.

Realta Investment Advisors first reported a position in XLV in Q1 2019 and has held it in 31 quarters since. The position peaked at $3.51M in Q1 2024. 345 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

  • Realta Investment Advisors held 15,141 shares of State Street Health Care Select Sector SPDR ETF worth $2.55M as of Q3 2026.
  • Realta Investment Advisors sold 249 State Street Health Care Select Sector SPDR ETF shares in Q3 2026, an estimated $41.5K.
  • State Street Health Care Select Sector SPDR ETF made up 0.75% of Realta Investment Advisors's portfolio in Q3 2026, its #28 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 31 quarters since.
  • Realta Investment Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $3.51M in Q1 2024.
  • 345 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.