Amarillo National Bank’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Amarillo National 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
2025 Q2	–	Sell	-17,787	Closed	-$2.6M	–	84
2025 Q1	$2.6M	Hold	17,787	–	–	0.51%	26
2024 Q4	$2.45M	Hold	17,787	–	–	0.45%	32
2024 Q3	$2.74M	Hold	17,787	–	–	0.5%	29
2024 Q2	$2.59M	Sell	17,787 -285	-2%	-$40.9K	0.49%	29
2024 Q1	$2.67M	Hold	18,072	–	–	0.5%	28
2023 Q4	$2.46M	Hold	18,072	–	–	0.47%	29
2023 Q3	$2.33M	Hold	18,072	–	–	0.49%	30
2023 Q2	$2.4M	Hold	18,072	–	–	0.47%	27
2023 Q1	$2.34M	Hold	18,072	–	–	0.47%	33
2022 Q4	$2.46M	Hold	18,072	–	–	0.57%	31
2022 Q3	$2.19M	Buy	18,072 +254	+1%	+$32.7K	0.51%	31
2022 Q2	$2.29M	Buy	17,818 +31	+0.2%	+$4.06K	0.51%	32
2022 Q1	$2.44M	Hold	17,787	–	–	0.47%	34
2021 Q4	$2.51M	Hold	17,787	–	–	0.49%	38
2021 Q3	$2.26M	Hold	17,787	–	–	0.47%	38
2021 Q2	$2.24M	Hold	17,787	–	–	0.64%	35
2021 Q1	$2.08M	Buy	17,787 +215	+1%	+$24.8K	0.53%	36
2020 Q4	$1.99M	Hold	17,572	–	–	0.55%	29
2020 Q3	$1.85M	Hold	17,572	–	–	0.71%	26
2020 Q2	$1.76M	Hold	17,572	–	–	0.71%	26
2020 Q1	$1.56M	Sell	17,572 -350	-2%	-$34K	0.64%	25
2019 Q4	$1.83M	Hold	17,922	–	–	0.62%	28
2019 Q3	$1.62M	Hold	17,922	–	–	0.61%	29
2019 Q2	$1.66M	Buy	17,922 +350	+2%	+$31.5K	0.66%	29
2019 Q1	$1.61M	Hold	17,572	–	–	0.63%	29
2018 Q4	$1.52M	Hold	17,572	–	–	0.85%	28
2018 Q3	$1.67M	Hold	17,572	–	–	0.78%	28
2018 Q2	$1.47M	Hold	17,572	–	–	0.76%	27
2018 Q1	$1.43M	Buy	+17,572	New	+$1.5M	0.75%	27

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Amarillo National Bank's XLV Position: Q2 2025 in Review

Amarillo National Bank sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2025, closing a stake of 17,787 shares — an estimated $2.6M sold.

Amarillo National Bank first reported a position in XLV in Q1 2018 and held it in 29 quarters. The position peaked at $2.74M in Q3 2024. 1,682 funds tracked by Wall St. Rank hold XLV as of Q2 2025.

Amarillo National Bank reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
Amarillo National Bank sold 17,787 State Street Health Care Select Sector SPDR ETF shares in Q2 2025, an estimated $2.6M.
Amarillo National Bank first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2018 and held it in 29 quarters.
Amarillo National Bank's State Street Health Care Select Sector SPDR ETF position peaked at $2.74M in Q3 2024.
1,682 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2025.

Based on Amarillo National Bank's 13F filing for Q2 2025, filed 16 Jul 2025.