HHM Wealth Advisors’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
$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 – 824
2022
Q2
$24K Buy
+191
New +$25K 0.01% 400

Other funds holding XLV

HHM Wealth Advisors's XLV Position: Q2 2026 in Review

HHM Wealth Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 36% in Q2 2026, selling an estimated $50.6K and leaving 605 shares worth $96K. The position accounts for 0.01% of the portfolio, ranked #293.

HHM Wealth Advisors first reported a position in XLV in Q2 2022 and has held it in 14 quarters since. The position peaked at $186K in Q1 2025. 1,866 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • HHM Wealth Advisors held 605 shares of State Street Health Care Select Sector SPDR ETF worth $96K as of Q2 2026.
  • HHM Wealth Advisors sold 340 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $50.6K.
  • State Street Health Care Select Sector SPDR ETF made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #293 holding.
  • HHM Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2022 and has held it in 14 quarters since.
  • HHM Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $186K in Q1 2025.
  • 1,866 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.