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

HMV 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 		$390K Buy
2,458
+14
+0.6% +$2.08K 0.15% 66
2026
Q1 		$358K Buy
2,444
+217
+10% +$33.5K 0.17% 64
2025
Q4 		$345K Hold
2,227
– – 0.17% 62
2025
Q3 		$310K Hold
2,227
– – 0.17% 62
2025
Q2 		$300K Sell
2,227
-529
-19% -$71.4K 0.2% 64
2025
Q1 		$402K Sell
2,756
-91
-3% -$13.2K 0.32% 57
2024
Q4 		$392K Buy
+2,847
New +$417K 0.39% 58

Other funds holding XLV

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

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

HMV Wealth Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.57% in Q2 2026, buying an estimated $2.08K and bringing the position to 2,458 shares worth $390K. The position accounts for 0.15% of the portfolio, ranked #66.

HMV Wealth Advisors first reported a position in XLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $402K in Q1 2025. 603 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • HMV Wealth Advisors held 2,458 shares of State Street Health Care Select Sector SPDR ETF worth $390K as of Q2 2026.
  • HMV Wealth Advisors bought 14 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $2.08K.
  • State Street Health Care Select Sector SPDR ETF made up 0.15% of HMV Wealth Advisors's portfolio in Q2 2026, its #66 holding.
  • HMV Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • HMV Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $402K in Q1 2025.
  • 603 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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