HHM Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

HHM Wealth Advisors’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	$96K	Sell	605 -340	-36%	-$50.6K	0.01%	293
2026 Q1	$139K	Hold	945	–	–	0.02%	226
2025 Q4	$146K	Buy	945 +276	+41%	+$41.3K	0.02%	226
2025 Q3	$93.1K	Sell	669 -402	-38%	-$54.4K	0.01%	282
2025 Q2	$144K	Sell	1,071 -200	-16%	-$27K	0.02%	243
2025 Q1	$186K	Buy	1,271 +685	+117%	+$99.5K	0.03%	191
2024 Q4	$80.6K	Hold	586	–	–	0.01%	289
2024 Q3	$90.3K	Buy	586 +280	+92%	+$42.4K	0.01%	261
2024 Q2	$44.6K	Buy	+306	New	+$43.9K	0.01%	356
2023 Q4	–	Sell	-33	Closed	-$4.25K	–	825
2023 Q3	$4.25K	Sell	33 -35	-51%	-$4.65K	﹤0.01%	652
2023 Q2	$9.03K	Buy	68 +35	+106%	+$4.61K	﹤0.01%	555
2023 Q1	$4.27K	Sell	33 -217	-87%	-$28.3K	﹤0.01%	663
2022 Q4	$34K	Buy	+250	New	+$33.1K	0.01%	291
2022 Q3	–	Sell	-191	Closed	-$24K	–	826
2022 Q2	$24K	Buy	+191	New	+$25K	0.01%	400

Other funds holding XLV

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return