HUB Investment Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

HUB Investment Partners’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	$264K	Sell	1,666 -3,397	-67%	-$505K	﹤0.01%	1060
2026 Q1	$742K	Buy	5,063 +3,359	+197%	+$518K	0.02%	430
2025 Q4	$264K	Buy	1,704 +66	+4%	+$9.88K	0.01%	716
2025 Q3	$228K	Buy	1,638 +7	+0.4%	+$947	0.01%	646
2025 Q2	$220K	Buy	1,631 +46	+3%	+$6.21K	0.01%	599
2025 Q1	$231K	Buy	1,585 +22	+1%	+$3.2K	0.01%	515
2024 Q4	$215K	Buy	+1,563	New	+$229K	0.01%	487
2022 Q4	–	Sell	-1,972	Closed	-$239K	–	206
2022 Q3	$239K	Buy	1,972 +244	+14%	+$31.4K	0.07%	158
2022 Q2	$222K	Buy	+1,728	New	+$227K	0.07%	152
2022 Q1	–	Sell	-1,711	Closed	-$241K	–	223
2021 Q4	$241K	Buy	+1,711	New	+$227K	0.06%	175

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

HUB Investment Partners's XLV Position: Q2 2026 in Review

HUB Investment Partners reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 67% in Q2 2026, selling an estimated $505K and leaving 1,666 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

HUB Investment Partners first reported a position in XLV in Q4 2021 and has held it in 10 quarters since. The position peaked at $742K in Q1 2026. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

HUB Investment Partners held 1,666 shares of State Street Health Care Select Sector SPDR ETF worth $264K as of Q2 2026.
HUB Investment Partners sold 3,397 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $505K.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of HUB Investment Partners's portfolio in Q2 2026, its #1060 holding.
HUB Investment Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 10 quarters since.
HUB Investment Partners's State Street Health Care Select Sector SPDR ETF position peaked at $742K in Q1 2026.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.