HBW Advisory Services’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

HBW Advisory Services’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	$3.37M	Buy	21,244 +2,430	+13%	+$362K	0.3%	72
2026 Q1	$2.76M	Sell	18,814 -404	-2%	-$62.3K	0.29%	83
2025 Q4	$2.97M	Buy	19,218 +1,760	+10%	+$264K	0.32%	71
2025 Q3	$2.43M	Buy	17,458 +24	+0.1%	+$3.25K	0.27%	96
2025 Q2	$2.35M	Buy	17,434 +777	+5%	+$105K	0.29%	91
2025 Q1	$2.43M	Sell	16,657 -1,640	-9%	-$238K	0.35%	81
2024 Q4	$2.52M	Sell	18,297 -1,013	-5%	-$148K	0.26%	75
2024 Q3	$2.97M	Buy	19,310 +3,444	+22%	+$522K	0.43%	61
2024 Q2	$2.31M	Buy	15,866 +3,552	+29%	+$510K	0.38%	85
2024 Q1	$1.68M	Hold	12,314	–	–	0.31%	95
2023 Q4	$1.68M	Sell	12,314 -70	-0.6%	-$9.11K	0.31%	95
2023 Q3	$1.59M	Buy	12,384 +4,568	+58%	+$606K	0.33%	93
2023 Q2	$1.04M	Buy	7,816 +179	+2%	+$23.6K	0.22%	109
2023 Q1	$989K	Sell	7,637 -1,747	-19%	-$228K	0.25%	103
2022 Q4	$1.27M	Sell	9,384 -732	-7%	-$97K	0.34%	84
2022 Q3	$1.23M	Sell	10,116 -23,480	-70%	-$3.02M	0.34%	81
2022 Q2	$4.31M	Buy	33,596 +25,194	+300%	+$3.3M	1.11%	22
2022 Q1	$1.15M	Sell	8,402 -266	-3%	-$35.2K	0.4%	77
2021 Q4	$1.22M	Sell	8,668 -17,353	-67%	-$2.3M	0.28%	89
2021 Q3	$3.31M	Buy	26,021 +4,415	+20%	+$584K	0.86%	40
2021 Q2	$2.72M	Sell	21,606 -599	-3%	-$73.4K	0.72%	46
2021 Q1	$2.59M	Sell	22,205 -1,422	-6%	-$164K	0.69%	55
2020 Q4	$2.68M	Buy	23,627 +681	+3%	+$74.3K	0.81%	46
2020 Q3	$2.42M	Buy	22,946 +2,180	+10%	+$229K	0.99%	36
2020 Q2	$2.08M	Buy	20,766 +956	+5%	+$94.4K	0.97%	39
2020 Q1	$1.87M	Sell	19,810 -6,600	-25%	-$641K	1.35%	31
2019 Q4	$2.7M	Buy	26,410 +12,530	+90%	+$1.2M	1.58%	17
2019 Q3	$1.22M	Buy	+13,880	New	+$1.27M	1.17%	37

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

HBW Advisory Services's XLV Position: Q2 2026 in Review

HBW Advisory Services increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 13% in Q2 2026, buying an estimated $362K and bringing the position to 21,244 shares worth $3.37M. The position accounts for 0.3% of the portfolio, ranked #72.

HBW Advisory Services first reported a position in XLV in Q3 2019 and has held it in 28 quarters since. The position peaked at $4.31M in Q2 2022. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

HBW Advisory Services held 21,244 shares of State Street Health Care Select Sector SPDR ETF worth $3.37M as of Q2 2026.
HBW Advisory Services bought 2,430 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $362K.
State Street Health Care Select Sector SPDR ETF made up 0.3% of HBW Advisory Services's portfolio in Q2 2026, its #72 holding.
HBW Advisory Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2019 and has held it in 28 quarters since.
HBW Advisory Services's State Street Health Care Select Sector SPDR ETF position peaked at $4.31M in Q2 2022.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.