Hopwood Financial Services’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Hopwood Financial Services’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
2025 Q4	–	Sell	-957	Closed	-$133K	–	302
2025 Q3	$133K	Buy	957 +566	+145%	+$76.6K	0.09%	101
2025 Q2	$52.6K	Sell	391 -22	-5%	-$2.97K	0.04%	149
2025 Q1	$60.4K	Sell	413 -35	-8%	-$5.08K	0.05%	137
2024 Q4	$61.6K	Buy	+448	New	+$65.6K	0.05%	137

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Hopwood Financial Services's XLV Position: Q4 2025 in Review

Hopwood Financial Services sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2025, closing a stake of 957 shares — an estimated $133K sold.

Hopwood Financial Services first reported a position in XLV in Q4 2024 and held it in 4 quarters. The position peaked at $133K in Q3 2025. 1,837 funds tracked by Wall St. Rank hold XLV as of Q4 2025.

Hopwood Financial Services reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Hopwood Financial Services sold 957 State Street Health Care Select Sector SPDR ETF shares in Q4 2025, an estimated $133K.
Hopwood Financial Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and held it in 4 quarters.
Hopwood Financial Services's State Street Health Care Select Sector SPDR ETF position peaked at $133K in Q3 2025.
1,837 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.