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

Hillcrest 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 Q1	$733K	Hold	5,000	–	–	0.3%	32
2025 Q4	$774K	Sell	5,000 -3,500	-41%	-$524K	0.33%	30
2025 Q3	$1.18M	Sell	8,500 -1,200	-12%	-$162K	0.53%	22
2025 Q2	$1.31M	Hold	9,700	–	–	0.61%	23
2025 Q1	$1.42M	Hold	9,700	–	–	0.7%	23
2024 Q4	$1.33M	Hold	9,700	–	–	0.63%	23
2024 Q3	$1.49M	Hold	9,700	–	–	0.75%	21
2024 Q2	$1.41M	Hold	9,700	–	–	0.76%	21
2024 Q1	$1.43M	Sell	9,700 -1,000	-9%	-$143K	0.78%	21
2023 Q4	$1.46M	Sell	10,700 -1,000	-9%	-$130K	0.8%	23
2023 Q3	$1.51M	Hold	11,700	–	–	0.86%	25
2023 Q2	$1.55M	Sell	11,700 -1,600	-12%	-$211K	0.92%	24
2023 Q1	$1.72M	Buy	13,300 +1,000	+8%	+$131K	1.02%	25
2022 Q4	$1.67M	Sell	12,300 -1,550	-11%	-$205K	1%	26
2022 Q3	$1.68M	Hold	13,850	–	–	1.06%	25
2022 Q2	$1.78M	Buy	13,850 +1,000	+8%	+$131K	1.08%	26
2022 Q1	$1.76M	Sell	12,850 -1,000	-7%	-$132K	0.97%	24
2021 Q4	$1.95M	Buy	13,850 +1,100	+9%	+$146K	1.05%	25
2021 Q3	$1.62M	Sell	12,750 -600	-4%	-$79.3K	0.96%	23
2021 Q2	$1.68M	Sell	13,350 -2,908	-18%	-$356K	1.02%	23
2021 Q1	$1.9M	Buy	16,258 +3,395	+26%	+$392K	1.16%	23
2020 Q4	$1.46M	Buy	12,863 +4,650	+57%	+$508K	0.98%	24
2020 Q3	$866K	Buy	8,213 +2,475	+43%	+$261K	0.62%	33
2020 Q2	$574K	Buy	5,738 +600	+12%	+$59.2K	0.5%	26
2020 Q1	$455K	Buy	5,138 +1,213	+31%	+$118K	0.45%	29
2019 Q4	$400K	Sell	3,925 -8,284	-68%	-$797K	0.33%	30
2019 Q3	$1.1M	Hold	12,209	–	–	0.95%	21
2019 Q2	$1.13M	Buy	12,209 +600	+5%	+$53.9K	0.95%	21
2019 Q1	$1.06M	Buy	11,609 +150	+1%	+$13.5K	0.93%	21
2018 Q4	$991K	Buy	+11,459	New	+$1.04M	0.92%	25

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Hillcrest Wealth Advisors's XLV Position: Q1 2026 in Review

Hillcrest Wealth Advisors held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q1 2026 at 5,000 shares worth $733K. The position accounts for 0.3% of the portfolio, ranked #32.

Hillcrest Wealth Advisors first reported a position in XLV in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.95M in Q4 2021. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Hillcrest Wealth Advisors held 5,000 shares of State Street Health Care Select Sector SPDR ETF worth $733K as of Q1 2026.
Hillcrest Wealth Advisors left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Health Care Select Sector SPDR ETF made up 0.3% of Hillcrest Wealth Advisors's portfolio in Q1 2026, its #32 holding.
Hillcrest Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2018 and has held it in 30 quarters since.
Hillcrest Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $1.95M in Q4 2021.
1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.