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

YHB 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	$200K	Buy	+1,263	New	+$188K	0.01%	314
2026 Q1	–	Sell	-1,897	Closed	-$294K	–	310
2025 Q4	$294K	Buy	+1,897	New	+$284K	0.02%	263
2025 Q1	–	Sell	-1,548	Closed	-$213K	–	298
2024 Q4	$213K	Sell	1,548 -55	-3%	-$8.05K	0.02%	270
2024 Q3	$247K	Buy	1,603 +1	+0.1%	+$152	0.02%	254
2024 Q2	$233K	Buy	+1,602	New	+$230K	0.02%	260

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

YHB Investment Advisors's XLV Position: Q2 2026 in Review

YHB Investment Advisors opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 1,263 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #314 among its holdings. This is a return to the name: YHB Investment Advisors previously reported a position in XLV as recently as Q4 2025.

YHB Investment Advisors first reported a position in XLV in Q2 2024 and has held it in 5 quarters since. The position peaked at $294K in Q4 2025. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

YHB Investment Advisors held 1,263 shares of State Street Health Care Select Sector SPDR ETF worth $200K as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new YHB Investment Advisors position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.01% of YHB Investment Advisors's portfolio in Q2 2026, its #314 holding.
YHB Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2024 and has held it in 5 quarters since.
YHB Investment Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $294K in Q4 2025.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.