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

Highland Investment Advisors LLC’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 		$137K Buy
+864
New +$129K 0.06% 97

Other funds holding XLV

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Highland Investment Advisors LLC's XLV Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 864 shares worth $137K. The stake represents 0.06% of the portfolio and ranks #97 among its holdings.

1,580 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Highland Investment Advisors LLC held 864 shares of State Street Health Care Select Sector SPDR ETF worth $137K as of Q2 2026.
  • State Street Health Care Select Sector SPDR ETF was a new Highland Investment Advisors LLC position in Q2 2026.
  • State Street Health Care Select Sector SPDR ETF made up 0.06% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #97 holding.
  • 1,580 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.