Hilton Head Capital Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Hilton Head Capital Partners’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	$144K	Sell	909 -126	-12%	-$18.7K	0.07%	174
2026 Q1	$152K	Buy	1,035 +1	+0.1%	+$154	0.09%	164
2025 Q4	$160K	Buy	+1,034	New	+$155K	0.09%	155

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

Hilton Head Capital Partners's XLV Position: Q2 2026 in Review

Hilton Head Capital Partners reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 12% in Q2 2026, selling an estimated $18.7K and leaving 909 shares worth $144K. The position accounts for 0.07% of the portfolio, ranked #174.

Hilton Head Capital Partners first reported a position in XLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $160K in Q4 2025. 1,851 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Hilton Head Capital Partners held 909 shares of State Street Health Care Select Sector SPDR ETF worth $144K as of Q2 2026.
Hilton Head Capital Partners sold 126 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $18.7K.
State Street Health Care Select Sector SPDR ETF made up 0.07% of Hilton Head Capital Partners's portfolio in Q2 2026, its #174 holding.
Hilton Head Capital Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
Hilton Head Capital Partners's State Street Health Care Select Sector SPDR ETF position peaked at $160K in Q4 2025.
1,851 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Hilton Head Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.