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Harbor Investment Advisory’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Harbor Investment Advisory’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 		$507K Sell
3,193
-250
-7% -$37.2K 0.04% 296
2026
Q1 		$505K Sell
3,443
-2,437
-41% -$376K 0.04% 282
2025
Q4 		$910K Buy
5,880
+1,671
+40% +$250K 0.07% 205
2025
Q3 		$586K Buy
4,209
+757
+22% +$102K 0.05% 255
2025
Q2 		$465K Sell
3,452
-1,796
-34% -$243K 0.04% 273
2025
Q1 		$766K Sell
5,248
-70
-1% -$10.2K 0.07% 191
2024
Q4 		$732K Sell
5,318
-347
-6% -$50.8K 0.07% 192
2024
Q3 		$872K Sell
5,665
-31
-0.5% -$4.7K 0.09% 173
2024
Q2 		$830K Sell
5,696
-428
-7% -$61.4K 0.09% 169
2024
Q1 		$905K Buy
6,124
+20
+0.3% +$2.87K 0.09% 164
2023
Q4 		$832K Sell
6,104
-1,055
-15% -$137K 0.1% 159
2023
Q3 		$922K Sell
7,159
-288
-4% -$38.2K 0.12% 141
2023
Q2 		$988K Sell
7,447
-457
-6% -$60.2K 0.14% 135
2023
Q1 		$1.02M Sell
7,904
-951
-11% -$124K 0.15% 131
2022
Q4 		$1.2M Buy
8,855
+1,733
+24% +$230K 0.19% 108
2022
Q3 		$863K Buy
7,122
+260
+4% +$33.5K 0.14% 137
2022
Q2 		$880K Buy
6,862
+755
+12% +$99K 0.14% 132
2022
Q1 		$837K Sell
6,107
-619
-9% -$82K 0.11% 155
2021
Q4 		$948K Buy
6,726
+185
+3% +$24.6K 0.12% 147
2021
Q3 		$833K Buy
6,541
+645
+11% +$85.2K 0.11% 159
2021
Q2 		$743K Buy
5,896
+501
+9% +$61.4K 0.1% 172
2021
Q1 		$630K Buy
5,395
+1
+0% +$115 0.09% 182
2020
Q4 		$612K Buy
5,394
+327
+6% +$35.7K 0.1% 171
2020
Q3 		$535K Buy
5,067
+280
+6% +$29.5K 0.1% 160
2020
Q2 		$479K Sell
4,787
-420
-8% -$41.5K 0.1% 159
2020
Q1 		$461K Sell
5,207
-488
-9% -$47.4K 0.12% 138
2019
Q4 		$580K Buy
+5,695
New +$548K 0.13% 140

Other funds holding XLV

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Harbor Investment Advisory's XLV Position: Q2 2026 in Review

Harbor Investment Advisory reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 7.3% in Q2 2026, selling an estimated $37.2K and leaving 3,193 shares worth $507K. The position accounts for 0.04% of the portfolio, ranked #296.

Harbor Investment Advisory first reported a position in XLV in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.2M in Q4 2022. 617 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Harbor Investment Advisory held 3,193 shares of State Street Health Care Select Sector SPDR ETF worth $507K as of Q2 2026.
  • Harbor Investment Advisory sold 250 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $37.2K.
  • State Street Health Care Select Sector SPDR ETF made up 0.04% of Harbor Investment Advisory's portfolio in Q2 2026, its #296 holding.
  • Harbor Investment Advisory first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's State Street Health Care Select Sector SPDR ETF position peaked at $1.2M in Q4 2022.
  • 617 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.