HBK Sorce Advisory’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.17M Buy
7,100
+738
+12% +$110K 0.02% 229
2026
Q1
$913K Buy
6,362
+1,767
+38% +$273K 0.02% 257
2025
Q4
$725K Buy
4,595
+991
+27% +$148K 0.02% 291
2025
Q3
$514K Sell
3,604
-206
-5% -$27.9K 0.01% 357
2025
Q2
$514K Buy
3,810
+32
+0.8% +$4.32K 0.01% 335
2025
Q1
$552K Buy
3,778
+56
+2% +$8.13K 0.02% 320
2024
Q4
$512K Buy
3,722
+167
+5% +$24.4K 0.02% 329
2024
Q3
$548K Sell
3,555
-4
-0.1% -$606 0.02% 314
2024
Q2
$519K Sell
3,559
-494
-12% -$70.9K 0.02% 322
2024
Q1
$599K Buy
4,053
+129
+3% +$18.5K 0.02% 298
2023
Q4
$535K Buy
3,924
+459
+13% +$59.7K 0.02% 305
2023
Q3
$446K Buy
3,465
+62
+2% +$8.23K 0.02% 332
2023
Q2
$452K Sell
3,403
-166
-5% -$21.9K 0.02% 356
2023
Q1
$462K Sell
3,569
-3,443
-49% -$450K 0.02% 338
2022
Q4
$953K Buy
7,012
+3,476
+98% +$461K 0.03% 297
2022
Q3
$428K Buy
3,536
+1,648
+87% +$212K 0.03% 297
2022
Q2
$242K Sell
1,888
-1,693
-47% -$222K 0.02% 384
2022
Q1
$491K Sell
3,581
-145
-4% -$19.2K 0.03% 307
2021
Q4
$525K Sell
3,726
-292
-7% -$38.8K 0.03% 317
2021
Q3
$512K Buy
4,018
+3
+0.1% +$396 0.03% 313
2021
Q2
$506K Sell
4,015
-608
-13% -$74.5K 0.03% 317
2021
Q1
$540K Buy
4,623
+907
+24% +$105K 0.03% 284
2020
Q4
$422K Buy
3,716
+35
+1% +$3.82K 0.03% 303
2020
Q3
$388K Sell
3,681
-1,455
-28% -$153K 0.03% 303
2020
Q2
$514K Buy
5,136
+281
+6% +$27.7K 0.04% 247
2020
Q1
$430K Buy
+4,855
New +$472K 0.04% 230

Other funds holding XLV

HBK Sorce Advisory's XLV Position: Q2 2026 in Review

HBK Sorce Advisory increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 12% in Q2 2026, buying an estimated $110K and bringing the position to 7,100 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #229.

HBK Sorce Advisory first reported a position in XLV in Q1 2020 and has held it in 26 quarters since. 1,209 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • HBK Sorce Advisory held 7,100 shares of State Street Health Care Select Sector SPDR ETF worth $1.17M as of Q2 2026.
  • HBK Sorce Advisory bought 738 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $110K.
  • State Street Health Care Select Sector SPDR ETF made up 0.02% of HBK Sorce Advisory's portfolio in Q2 2026, its #229 holding.
  • HBK Sorce Advisory first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,209 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.