HI
XLV icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Horizon Investments's XLV Position: Q1 2026 in Review

Horizon Investments increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 106% in Q1 2026, buying an estimated $9.15M and bringing the position to 115,322 shares worth $16.9M. The position accounts for 0.19% of the portfolio, ranked #88.

Horizon Investments first reported a position in XLV in Q3 2014 and has held it in 24 quarters since. The position peaked at $32.3M in Q4 2014. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Horizon Investments held 115,322 shares of State Street Health Care Select Sector SPDR ETF worth $16.9M as of Q1 2026.
  • Horizon Investments bought 59,350 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $9.15M.
  • State Street Health Care Select Sector SPDR ETF made up 0.19% of Horizon Investments's portfolio in Q1 2026, its #88 holding.
  • Horizon Investments first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2014 and has held it in 24 quarters since.
  • Horizon Investments's State Street Health Care Select Sector SPDR ETF position peaked at $32.3M in Q4 2014.
  • 1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.