HTG Investment Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

HTG Investment Advisors’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	$211K	Hold	1,438	–	–	0.06%	84
2025 Q4	$223K	Hold	1,438	–	–	0.07%	71
2025 Q3	$200K	Buy	+1,438	New	+$195K	0.07%	74
2025 Q2	–	Sell	-1,438	Closed	-$210K	–	74
2025 Q1	$210K	Buy	+1,438	New	+$209K	0.09%	66
2024 Q4	–	Sell	-1,448	Closed	-$223K	–	70
2024 Q3	$223K	Buy	1,448 +10	+0.7%	+$1.52K	0.11%	60
2024 Q2	$210K	Sell	1,438 -12	-0.8%	-$1.72K	0.11%	57
2024 Q1	$214K	Buy	+1,450	New	+$208K	0.12%	58

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

HTG Investment Advisors's XLV Position: Q1 2026 in Review

HTG Investment Advisors held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q1 2026 at 1,438 shares worth $211K. The position accounts for 0.06% of the portfolio, ranked #84.

HTG Investment Advisors first reported a position in XLV in Q1 2024 and has held it in 7 quarters since. The position peaked at $223K in Q3 2024. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

HTG Investment Advisors held 1,438 shares of State Street Health Care Select Sector SPDR ETF worth $211K as of Q1 2026.
HTG Investment Advisors left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Health Care Select Sector SPDR ETF made up 0.06% of HTG Investment Advisors's portfolio in Q1 2026, its #84 holding.
HTG Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2024 and has held it in 7 quarters since.
HTG Investment Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $223K in Q3 2024.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on HTG Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.