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

Hudson Valley 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
Q2 		$7.96M Sell
50,164
-234
-0.5% -$34.8K 0.97% 29
2026
Q1 		$7.39M Sell
50,398
-3,299
-6% -$509K 0.96% 29
2025
Q4 		$8.31M Sell
53,697
-2,848
-5% -$427K 0.92% 31
2025
Q3 		$7.87M Buy
56,545
+2,474
+5% +$335K 0.82% 38
2025
Q2 		$7.29M Sell
54,071
-310
-0.6% -$41.9K 0.8% 40
2025
Q1 		$7.94M Sell
54,381
-2,902
-5% -$422K 0.95% 35
2024
Q4 		$7.88M Buy
57,283
+441
+0.8% +$64.5K 0.89% 40
2024
Q3 		$8.75M Sell
56,842
-8,580
-13% -$1.3M 0.97% 33
2024
Q2 		$9.18M Buy
65,422
+800
+1% +$115K 1.19% 23
2024
Q1 		$9.55M Sell
64,622
-800
-1% -$115K 1.14% 28
2023
Q4 		$9.18M Buy
65,422
+1,210
+2% +$157K 1.26% 23
2023
Q3 		$8.27M Buy
64,212
+1,583
+3% +$210K 1.17% 25
2023
Q2 		$8.31M Buy
62,629
+2,345
+4% +$309K 1.13% 26
2023
Q1 		$7.8M Buy
60,284
+2,683
+5% +$350K 1.09% 26
2022
Q4 		$7.83M Buy
57,601
+630
+1% +$83.5K 1.18% 23
2022
Q3 		$6.9M Buy
56,971
+1,054
+2% +$136K 1.11% 25
2022
Q2 		$7.17M Buy
55,917
+2,849
+5% +$373K 1.12% 23
2022
Q1 		$7.27M Buy
53,068
+50,908
+2,357% +$6.74M 0.98% 27
2021
Q4 		$304K Hold
2,160
– – 0.05% 158
2021
Q3 		$275K Hold
2,160
– – 0.05% 161
2021
Q2 		$272K Hold
2,160
– – 0.05% 149
2021
Q1 		$252K Hold
2,160
– – 0.05% 149
2020
Q4 		$245K Hold
2,160
– – 0.05% 145
2020
Q3 		$228K Hold
2,160
– – 0.05% 135
2020
Q2 		$216K Buy
+2,160
New +$213K 0.05% 141
2020
Q1 		– Sell
-2,025
Closed -$206K – 168
2019
Q4 		$206K Buy
+2,025
New +$195K 0.04% 150
2016
Q1 		– Sell
-3,692
Closed -$266K – 149
2015
Q4 		$266K Hold
3,692
– – 0.08% 128
2015
Q3 		$245K Buy
+3,692
New +$270K 0.08% 129

Other funds holding XLV

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Hudson Valley Investment Advisors's XLV Position: Q2 2026 in Review

Hudson Valley Investment Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.46% in Q2 2026, selling an estimated $34.8K and leaving 50,164 shares worth $7.96M. The position accounts for 0.97% of the portfolio, ranked #29.

Hudson Valley Investment Advisors first reported a position in XLV in Q3 2015 and has held it in 28 quarters since. The position peaked at $9.55M in Q1 2024. 882 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Hudson Valley Investment Advisors held 50,164 shares of State Street Health Care Select Sector SPDR ETF worth $7.96M as of Q2 2026.
  • Hudson Valley Investment Advisors sold 234 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $34.8K.
  • State Street Health Care Select Sector SPDR ETF made up 0.97% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #29 holding.
  • Hudson Valley Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2015 and has held it in 28 quarters since.
  • Hudson Valley Investment Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $9.55M in Q1 2024.
  • 882 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.