At Holdings Channel, we have reviewed the latest batch of the 82 most recent 13F filings for the 06/30/2026 reporting period, and noticed that Select Sector SPDR Trust – State Street Health Care Select Sector SPDR ETF (Symbol: XLV) was held by 34 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.
Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.
Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let’s take a look at the change in XLV positions, for this latest batch of 13F filers:
FundNew Position?Change In Share CountChange In Market Value ($ in 1000’s)
Vima LLC
NEW
+8,696+$968Sharp Wealth Advisory LLC
NEW
+191,842+$16,401Kaydan Wealth Management Inc.
Existing
+20,357+$2,341S Harris Financial Group LLC
NEW
+1,915+$365Sovereign Financial Group Inc.
Existing
–71+$22Gilpin Wealth Management LLC
Existing
UNCH+$1Summit Financial Strategies Inc.
NEW
+14,261+$1,077Marino Stram & Associates LLC
NEW
+1,232+$235West Michigan Advisors LLC
Existing
UNCH$UNCHPlatform Technology Partners
Existing
+597+$182Financial Perspectives Inc
Existing
+63+$15MBE Wealth Management LLC
Existing
+11,273+$917Fortis Group Advisors LLC
Existing
+24,835+$4,083Farmers & Merchants Trust Co of Chambersburg PA
Existing
+237+$287Wealth Advisory Solutions LLC
Existing
+80+$60DHJJ Financial Advisors Ltd.
Existing
UNCH+$2WealthBridge Capital Management LLC
Existing
–614–$43Townsend Asset Management Corp NC ADV
Existing
–665–$94Allen Wealth Management LLC
Existing
+7,025+$2,271Bogart Wealth LLC
Existing
UNCH+$2Bartlett & CO. Wealth Management LLC
Existing
UNCH+$288TCV Trust & Wealth Management Inc.
Existing
+422+$735CRA Financial Services LLC
Existing
+2+$33Narwhal Capital Management
Existing
–490–$8Nelson Capital Management LLC
Existing
+1,157+$500Perryman Financial Advisory Inc. AD
Existing
+27,467+$3,091Lansing Street Advisors
NEW
+9,761+$1,549Silver Coast Investments LLC
Existing
+1,238+$517James Investment Research Inc.
Existing
+1,006+$404Legacy Advisors LLC
Existing
+4,038+$746Investment Partners Asset Management Inc.
Existing
+21,792+$2,152Greenwood Gearhart LLC
Existing
+16,722+$8,226Tiller Private Wealth Inc.
Existing
–373–$34Pine Valley Investments Ltd Liability Co
Existing
+1,086+$414Aggregate Change:
+364,891+$47,705
In terms of shares owned, we count 18 of the above funds having increased existing XLV positions from 03/31/2026 to 06/30/2026, with 5 having decreased their positions and 6 new positions.
Looking beyond these particular funds in this one batch of most recent filers, we tallied up the XLV share count in the aggregate among all of the funds which held XLV at the 06/30/2026 reporting period (out of the 2,263 we looked at in total). We then compared that number to the sum total of XLV shares those same funds held back at the 03/31/2026 period, to see how the aggregate share count held by hedge funds has moved for XLV. We found that between these two periods, funds reduced their holdings by 4,861,136 shares in the aggregate, from 13,776,655 down to 8,915,519 for a share count decline of approximately -35.29%. The overall top three funds holding XLV on 06/30/2026 were:
We’ll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like Select Sector SPDR Trust – State Street Health Care Select Sector SPDR ETF (Symbol: XLV).
