Horizon Investments’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Horizon Investments’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	$7.54M	Sell	47,495 -67,827	-59%	-$10.1M	0.08%	208
2026 Q1	$16.9M	Buy	115,322 +59,350	+106%	+$9.15M	0.19%	88
2025 Q4	$8.66M	Buy	55,972 +3,026	+6%	+$453K	0.11%	157
2025 Q3	$7.37M	Buy	52,946 +16,728	+46%	+$2.26M	0.1%	176
2025 Q2	$4.88M	Sell	36,218 -6,300	-15%	-$851K	0.08%	198
2025 Q1	$6.21M	Buy	42,518 +6,286	+17%	+$913K	0.19%	66
2024 Q4	$4.98M	Sell	36,232 -4,964	-12%	-$726K	0.14%	87
2024 Q3	$6.35M	Sell	41,196 -1,950	-5%	-$296K	0.17%	56
2024 Q2	$6.29M	Buy	43,146 +8,086	+23%	+$1.16M	0.17%	60
2024 Q1	$5.18M	Buy	35,060 +8,483	+32%	+$1.22M	0.14%	85
2023 Q4	$3.62M	Sell	26,577 -3,547	-12%	-$461K	0.1%	98
2023 Q3	$3.88M	Buy	30,124 +7,232	+32%	+$960K	0.12%	80
2023 Q2	$3.04M	Buy	22,892 +4,008	+21%	+$528K	0.09%	96
2023 Q1	$2.44M	Buy	18,884 +1,838	+11%	+$240K	0.07%	102
2022 Q4	$2.32M	Buy	17,046 +10,313	+153%	+$1.37M	0.07%	126
2022 Q3	$815K	Sell	6,733 -6,507	-49%	-$838K	0.03%	245
2022 Q2	$1.7M	Sell	13,240 -13,172	-50%	-$1.73M	0.05%	129
2022 Q1	$3.62M	Buy	26,412 +18,078	+217%	+$2.39M	0.1%	95
2021 Q4	$1.17M	Buy	8,334 +1,182	+17%	+$157K	0.03%	188
2021 Q3	$910K	Sell	7,152 -7,596	-52%	-$1M	0.02%	220
2021 Q2	$1.86M	Buy	+14,748	New	+$1.81M	0.06%	157
2016 Q3	–	Sell	-48,084	Closed	-$3.45M	–	154
2016 Q2	$3.45M	Buy	48,084 +20,587	+75%	+$1.45M	0.26%	39
2016 Q1	$1.86M	Buy	+27,497	New	+$1.84M	0.15%	47
2015 Q1	–	Sell	-472,089	Closed	-$32.3M	–	139
2014 Q4	$32.3M	Sell	472,089 -6,874	-1%	-$460K	3.27%	8
2014 Q3	$30.6M	Buy	+478,963	New	+$30M	3.19%	10

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

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

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

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

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

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

HIIFS

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

Horizon Investments's XLV Position: Q2 2026 in Review

Horizon Investments reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 59% in Q2 2026, selling an estimated $10.1M and leaving 47,495 shares worth $7.54M. The position accounts for 0.08% of the portfolio, ranked #208.

Horizon Investments first reported a position in XLV in Q3 2014 and has held it in 25 quarters since. The position peaked at $32.3M in Q4 2014. 1,862 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Horizon Investments held 47,495 shares of State Street Health Care Select Sector SPDR ETF worth $7.54M as of Q2 2026.
Horizon Investments sold 67,827 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $10.1M.
State Street Health Care Select Sector SPDR ETF made up 0.08% of Horizon Investments's portfolio in Q2 2026, its #208 holding.
Horizon Investments first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2014 and has held it in 25 quarters since.
Horizon Investments's State Street Health Care Select Sector SPDR ETF position peaked at $32.3M in Q4 2014.
1,862 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.