Hobbs Group Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Hobbs Group 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
2024 Q4	–	Sell	-23	Closed	-$3.55K	–	639
2024 Q3	$3.55K	Buy	+23	New	+$3.49K	﹤0.01%	531

Other funds holding XLV

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

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

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

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

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

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Hobbs Group Advisors's XLV Position: Q4 2024 in Review

Hobbs Group Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2024, closing a stake of 23 shares — an estimated $3.55K sold.

Hobbs Group Advisors first reported a position in XLV in Q3 2024 and held it in 1 quarter. The position peaked at $3.55K in Q3 2024. 1,760 funds tracked by Wall St. Rank hold XLV as of Q4 2024.

Hobbs Group Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Hobbs Group Advisors sold 23 State Street Health Care Select Sector SPDR ETF shares in Q4 2024, an estimated $3.55K.
Hobbs Group Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2024 and held it in 1 quarter.
Hobbs Group Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $3.55K in Q3 2024.
1,760 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2024.

Based on Hobbs Group Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.