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

HB 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 Q2	$5.22M	Buy	32,869 +1,329	+4%	+$198K	0.03%	268
2026 Q1	$4.62M	Buy	31,540 +1,846	+6%	+$285K	0.03%	264
2025 Q4	$4.6M	Buy	29,694 +117	+0.4%	+$17.5K	0.03%	259
2025 Q3	$4.12M	Buy	29,577 +12,819	+76%	+$1.73M	0.03%	275
2025 Q2	$2.26M	Sell	16,758 -6,657	-28%	-$899K	0.02%	350
2025 Q1	$3.42M	Buy	23,415 +3,532	+18%	+$513K	0.03%	287
2024 Q4	$2.74M	Sell	19,883 -780	-4%	-$114K	0.03%	237
2024 Q3	$3.18M	Buy	20,663 +684	+3%	+$104K	0.03%	215
2024 Q2	$2.91M	Buy	19,979 +4,827	+32%	+$692K	0.03%	211
2024 Q1	$2.24M	Sell	15,152 -686	-4%	-$98.4K	0.03%	226
2023 Q4	$2.16M	Sell	15,838 -1,531	-9%	-$199K	0.03%	212
2023 Q3	$2.24M	Sell	17,369 -73	-0.4%	-$9.69K	0.04%	194
2023 Q2	$2.32M	Sell	17,442 -1,592	-8%	-$210K	0.04%	186
2023 Q1	$2.46M	Sell	19,034 -672	-3%	-$87.8K	0.04%	175
2022 Q4	$2.68M	Buy	19,706 +3,363	+21%	+$446K	0.05%	170
2022 Q3	$1.98M	Buy	16,343 +4,067	+33%	+$524K	0.04%	177
2022 Q2	$1.57M	Buy	12,276 +297	+2%	+$38.9K	0.03%	198
2022 Q1	$1.64M	Sell	11,979 -106	-0.9%	-$14K	0.03%	205
2021 Q4	$1.7M	Buy	+12,085	New	+$1.6M	0.03%	177

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 22.96% 1-Year Est. Return

HIIFS

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

HB Wealth Management's XLV Position: Q2 2026 in Review

HB Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 4.2% in Q2 2026, buying an estimated $198K and bringing the position to 32,869 shares worth $5.22M. The position accounts for 0.03% of the portfolio, ranked #268.

HB Wealth Management first reported a position in XLV in Q4 2021 and has held it in 19 quarters since. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

HB Wealth Management held 32,869 shares of State Street Health Care Select Sector SPDR ETF worth $5.22M as of Q2 2026.
HB Wealth Management bought 1,329 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $198K.
State Street Health Care Select Sector SPDR ETF made up 0.03% of HB Wealth Management's portfolio in Q2 2026, its #268 holding.
HB Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.