Rialto Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Rialto Wealth Management’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	$27.3K	Buy	186 +107	+135%	+$16.5K	0.01%	343
2025 Q4	$12.2K	Hold	79	–	–	﹤0.01%	428
2025 Q3	$11K	Hold	79	–	–	﹤0.01%	416
2025 Q2	$10.6K	Hold	79	–	–	﹤0.01%	417
2025 Q1	$11.5K	Hold	79	–	–	﹤0.01%	393
2024 Q4	$10.9K	Buy	+79	New	+$11.6K	﹤0.01%	379

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

Rialto Wealth Management's XLV Position: Q1 2026 in Review

Rialto Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 135% in Q1 2026, buying an estimated $16.5K and bringing the position to 186 shares worth $27.3K. The position accounts for 0.01% of the portfolio, ranked #343.

Rialto Wealth Management first reported a position in XLV in Q4 2024 and has held it in 6 quarters since. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Rialto Wealth Management held 186 shares of State Street Health Care Select Sector SPDR ETF worth $27.3K as of Q1 2026.
Rialto Wealth Management bought 107 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $16.5K.
State Street Health Care Select Sector SPDR ETF made up 0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #343 holding.
Rialto Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 6 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 Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.