McHugh Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

McHugh Group’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 Q3	$1.06M	Hold	6,322	–	–	0.52%	38
2026 Q2	$1M	Hold	6,322	–	–	0.51%	38
2026 Q1	$927K	Hold	6,322	–	–	0.55%	38
2025 Q4	$979K	Hold	6,322	–	–	0.56%	31
2025 Q3	$880K	Hold	6,322	–	–	0.53%	30
2025 Q2	$852K	Hold	6,322	–	–	0.57%	29
2025 Q1	$923K	Hold	6,322	–	–	0.7%	27
2024 Q4	$870K	Buy	+6,322	New	+$925K	0.65%	26

Other funds holding XLV

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

McHugh Group's XLV Position: Q3 2026 in Review

McHugh Group held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q3 2026 at 6,322 shares worth $1.06M. The position accounts for 0.52% of the portfolio, ranked #38.

McHugh Group first reported a position in XLV in Q4 2024 and has held it in 8 quarters since. 869 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

McHugh Group held 6,322 shares of State Street Health Care Select Sector SPDR ETF worth $1.06M as of Q3 2026.
McHugh Group left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Health Care Select Sector SPDR ETF made up 0.52% of McHugh Group's portfolio in Q3 2026, its #38 holding.
McHugh Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
869 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on McHugh Group's 13F filing for Q3 2026, filed 19 Oct 2026.