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

Wealth Alliance’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
2025 Q4	–	Sell	-2,196	Closed	-$306K	–	600
2025 Q3	$306K	Buy	2,196 +87	+4%	+$11.8K	0.03%	412
2025 Q2	$284K	Sell	2,109 -1	-0%	-$135	0.03%	428
2025 Q1	$308K	Buy	2,110 +76	+4%	+$11K	0.04%	387
2024 Q4	$280K	Sell	2,034 -1,311	-39%	-$192K	0.03%	405
2024 Q3	$515K	Sell	3,345 -102	-3%	-$15.5K	0.06%	260
2024 Q2	$502K	Hold	3,447	–	–	0.06%	248
2024 Q1	$509K	Buy	3,447 +291	+9%	+$41.7K	0.07%	267
2023 Q4	$430K	Buy	+3,156	New	+$411K	0.06%	286

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Wealth Alliance's XLV Position: Q4 2025 in Review

Wealth Alliance sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2025, closing a stake of 2,196 shares — an estimated $306K sold.

Wealth Alliance first reported a position in XLV in Q4 2023 and held it in 8 quarters. The position peaked at $515K in Q3 2024. 1,832 funds tracked by Wall St. Rank hold XLV as of Q4 2025.

Wealth Alliance reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Wealth Alliance sold 2,196 State Street Health Care Select Sector SPDR ETF shares in Q4 2025, an estimated $306K.
Wealth Alliance first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and held it in 8 quarters.
Wealth Alliance's State Street Health Care Select Sector SPDR ETF position peaked at $515K in Q3 2024.
1,832 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2025.

Based on Wealth Alliance's 13F filing for Q4 2025, filed 13 Feb 2026.