1ST Source Bank’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

1ST Source Bank’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	$359K	Buy	2,261 +192	+9%	+$28.6K	0.02%	236
2026 Q1	$303K	Buy	2,069 +140	+7%	+$21.6K	0.02%	247
2025 Q4	$299K	Buy	1,929 +408	+27%	+$61.1K	0.02%	246
2025 Q3	$212K	Buy	1,521 +19	+1%	+$2.57K	0.01%	261
2025 Q2	$202K	Buy	1,502 +2	+0.1%	+$270	0.01%	265
2025 Q1	$219K	Hold	1,500	–	–	0.01%	250
2024 Q4	$206K	Hold	1,500	–	–	0.01%	256
2024 Q3	$231K	Hold	1,500	–	–	0.01%	249
2024 Q2	$219K	Sell	1,500 -10	-0.7%	-$1.43K	0.01%	248
2024 Q1	$223K	Hold	1,510	–	–	0.01%	246
2023 Q4	$206K	Buy	+1,510	New	+$196K	0.01%	247
2020 Q4	–	Sell	-1,950	Closed	-$206K	–	244
2020 Q3	$206K	Buy	+1,950	New	+$205K	0.02%	211

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

1ST Source Bank's XLV Position: Q2 2026 in Review

1ST Source Bank increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 9.3% in Q2 2026, buying an estimated $28.6K and bringing the position to 2,261 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #236.

1ST Source Bank first reported a position in XLV in Q3 2020 and has held it in 12 quarters since. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

1ST Source Bank held 2,261 shares of State Street Health Care Select Sector SPDR ETF worth $359K as of Q2 2026.
1ST Source Bank bought 192 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $28.6K.
State Street Health Care Select Sector SPDR ETF made up 0.02% of 1ST Source Bank's portfolio in Q2 2026, its #236 holding.
1ST Source Bank first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2020 and has held it in 12 quarters since.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on 1ST Source Bank's 13F filing for Q2 2026, filed 6 Aug 2026.