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

Horizon 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
2026
Q2 		$3.33M Buy
20,971
+1,526
+8% +$227K 1.28% 22
2026
Q1 		$2.85M Buy
19,445
+753
+4% +$116K 1.26% 23
2025
Q4 		$2.89M Buy
18,692
+1,693
+10% +$254K 1.32% 23
2025
Q3 		$2.37M Sell
16,999
-2,224
-12% -$301K 1.13% 24
2025
Q2 		$2.59M Sell
19,223
-213
-1% -$28.8K 1.37% 22
2025
Q1 		$2.84M Buy
19,436
+228
+1% +$33.1K 1.58% 21
2024
Q4 		$2.64M Buy
19,208
+8,702
+83% +$1.27M 1.49% 20
2024
Q3 		$1.62M Sell
10,506
-1,844
-15% -$280K 0.96% 26
2024
Q2 		$1.8M Sell
12,350
-3,055
-20% -$438K 1.14% 25
2024
Q1 		$2.28M Buy
15,405
+6,761
+78% +$970K 1.46% 23
2023
Q4 		$1.18M Sell
8,644
-225
-3% -$29.3K 0.83% 25
2023
Q3 		$1.14M Buy
8,869
+678
+8% +$90K 0.92% 22
2023
Q2 		$1.09M Buy
8,191
+328
+4% +$43.2K 0.89% 22
2023
Q1 		$1.02M Buy
7,863
+736
+10% +$96.1K 0.87% 23
2022
Q4 		$968K Sell
7,127
-428
-6% -$56.7K 0.84% 21
2022
Q3 		$915K Buy
7,555
+103
+1% +$13.3K 0.81% 27
2022
Q2 		$956K Buy
7,452
+848
+13% +$111K 0.74% 23
2022
Q1 		$905K Buy
6,604
+688
+12% +$91.1K 0.58% 28
2021
Q4 		$834K Buy
5,916
+1,463
+33% +$194K 0.51% 32
2021
Q3 		$567K Buy
4,453
+918
+26% +$121K 0.37% 45
2021
Q2 		$445K Buy
+3,535
New +$433K 0.32% 49

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

Horizon Financial Services's XLV Position: Q2 2026 in Review

Horizon Financial Services increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 7.8% in Q2 2026, buying an estimated $227K and bringing the position to 20,971 shares worth $3.33M. The position accounts for 1.28% of the portfolio, ranked #22.

Horizon Financial Services first reported a position in XLV in Q2 2021 and has held it in 21 quarters since. 603 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Horizon Financial Services held 20,971 shares of State Street Health Care Select Sector SPDR ETF worth $3.33M as of Q2 2026.
  • Horizon Financial Services bought 1,526 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $227K.
  • State Street Health Care Select Sector SPDR ETF made up 1.28% of Horizon Financial Services's portfolio in Q2 2026, its #22 holding.
  • Horizon Financial Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
  • 603 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.