Hofer & Associates’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Hofer & Associates’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 Q3	$2.5M	Buy	+14,857	New	+$2.48M	1.75%	20

Other funds holding XLV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Jordan Park Group San Francisco, California $2B AUM 16.09% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Hofer & Associates's XLV Position: Q3 2026 in Review

Hofer & Associates opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2026: 14,857 shares worth $2.5M. The stake represents 1.75% of the portfolio and ranks #20 among its holdings.

1,291 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

Hofer & Associates held 14,857 shares of State Street Health Care Select Sector SPDR ETF worth $2.5M as of Q3 2026.
State Street Health Care Select Sector SPDR ETF was a new Hofer & Associates position in Q3 2026.
State Street Health Care Select Sector SPDR ETF made up 1.75% of Hofer & Associates's portfolio in Q3 2026, its #20 holding.
1,291 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.