Harbour Investments’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Harbour Investments’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	$6.06M	Buy	41,307 +12,872	+45%	+$1.99M	0.09%	204
2025 Q4	$4.4M	Buy	28,435 +4,455	+19%	+$667K	0.09%	214
2025 Q3	$3.34M	Sell	23,980 -14,799	-38%	-$2M	0.08%	239
2025 Q2	$5.23M	Sell	38,779 -5,267	-12%	-$711K	0.13%	142
2025 Q1	$6.43M	Buy	44,046 +3,882	+10%	+$564K	0.18%	105
2024 Q4	$5.53M	Sell	40,164 -3,102	-7%	-$454K	0.16%	111
2024 Q3	$6.66M	Sell	43,266 -384	-0.9%	-$58.2K	0.2%	89
2024 Q2	$6.36M	Buy	43,650 +12,194	+39%	+$1.75M	0.21%	83
2024 Q1	$4.65M	Buy	31,456 +1,735	+6%	+$249K	0.16%	116
2023 Q4	$4.05M	Buy	29,721 +4,356	+17%	+$567K	0.17%	110
2023 Q3	$3.27M	Buy	25,365 +3,063	+14%	+$407K	0.16%	124
2023 Q2	$2.96M	Buy	22,302 +254	+1%	+$33.5K	0.15%	136
2023 Q1	$2.85M	Sell	22,048 -6,414	-23%	-$838K	0.16%	121
2022 Q4	$3.87M	Buy	28,462 +9,962	+54%	+$1.32M	0.24%	71
2022 Q3	$2.37M	Hold	18,500	–	–	0.16%	117
2022 Q2	$2.37M	Buy	+18,500	New	+$2.42M	0.16%	117
2021 Q4	$3.16M	Sell	22,400 -34,431	-61%	-$4.57M	0.19%	110
2021 Q3	$7.24M	Buy	56,831 +25,836	+83%	+$3.41M	0.23%	79
2021 Q2	$3.9M	Buy	30,995 +1	+0%	+$123	0.12%	151
2021 Q1	$3.62M	Buy	+30,994	New	+$3.58M	0.13%	148

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

Harbour Investments's XLV Position: Q1 2026 in Review

Harbour Investments increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 45% in Q1 2026, buying an estimated $1.99M and bringing the position to 41,307 shares worth $6.06M. The position accounts for 0.09% of the portfolio, ranked #204.

Harbour Investments first reported a position in XLV in Q1 2021 and has held it in 20 quarters since. The position peaked at $7.24M in Q3 2021. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Harbour Investments held 41,307 shares of State Street Health Care Select Sector SPDR ETF worth $6.06M as of Q1 2026.
Harbour Investments bought 12,872 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $1.99M.
State Street Health Care Select Sector SPDR ETF made up 0.09% of Harbour Investments's portfolio in Q1 2026, its #204 holding.
Harbour Investments first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2021 and has held it in 20 quarters since.
Harbour Investments's State Street Health Care Select Sector SPDR ETF position peaked at $7.24M in Q3 2021.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.