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

Hamilton Point 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	$179K	Hold	1,128	–	–	0.03%	148
2026 Q1	$165K	Hold	1,128	–	–	0.03%	141
2025 Q4	$175K	Hold	1,128	–	–	0.03%	141
2025 Q3	$157K	Hold	1,128	–	–	0.02%	133
2025 Q2	$152K	Hold	1,128	–	–	0.03%	130
2025 Q1	$165K	Sell	1,128 -72	-6%	-$10.5K	0.03%	124
2024 Q4	$165K	Buy	1,200 +72	+6%	+$10.5K	0.03%	126
2024 Q3	$174K	Hold	1,128	–	–	0.03%	123
2024 Q2	$164K	Hold	1,128	–	–	0.03%	118
2024 Q1	$167K	Hold	1,128	–	–	0.03%	120
2023 Q4	$154K	Hold	1,128	–	–	0.03%	124
2023 Q3	$145K	Hold	1,128	–	–	0.04%	116
2023 Q2	$150K	Hold	1,128	–	–	0.04%	122
2023 Q1	$146K	Buy	+1,128	New	+$147K	0.04%	118

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 22.9% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Hamilton Point Investment Advisors's XLV Position: Q2 2026 in Review

Hamilton Point Investment Advisors held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 1,128 shares worth $179K. The position accounts for 0.03% of the portfolio, ranked #148.

Hamilton Point Investment Advisors first reported a position in XLV in Q1 2023 and has held it in 14 quarters since. 1,866 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Hamilton Point Investment Advisors held 1,128 shares of State Street Health Care Select Sector SPDR ETF worth $179K as of Q2 2026.
Hamilton Point Investment Advisors left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.03% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #148 holding.
Hamilton Point Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
1,866 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.