American State Bank (Iowa)’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

American State Bank (Iowa)’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 Q1	–	Sell	-1,373	Closed	-$213K	–	138
2025 Q4	$213K	Buy	+1,373	New	+$206K	0.1%	135
2025 Q2	–	Sell	-1,373	Closed	-$200K	–	131
2025 Q1	$200K	Buy	+1,373	New	+$199K	0.12%	125
2024 Q4	–	Sell	-1,373	Closed	-$211K	–	130
2024 Q3	$211K	Sell	1,373 -8	-0.6%	-$1.21K	0.13%	124
2024 Q2	$201K	Hold	1,381	–	–	0.13%	121
2024 Q1	$204K	Sell	1,381 -567	-29%	-$81.3K	0.14%	122
2023 Q4	$266K	Hold	1,948	–	–	0.17%	114
2023 Q3	$251K	Hold	1,948	–	–	0.18%	113
2023 Q2	$259K	Sell	1,948 -29	-1%	-$3.82K	0.18%	111
2023 Q1	$256K	Buy	1,977 +25	+1%	+$3.27K	0.19%	110
2022 Q4	$265K	Hold	1,952	–	–	0.2%	100
2022 Q3	$236K	Buy	1,952 +23	+1%	+$2.96K	0.21%	102
2022 Q2	$247K	Hold	1,929	–	–	0.2%	104
2022 Q1	$264K	Hold	1,929	–	–	0.18%	109
2021 Q4	$272K	Buy	1,929 +158	+9%	+$21K	0.19%	111
2021 Q3	$225K	Hold	1,771	–	–	0.17%	112
2021 Q2	$223K	Buy	1,771 +74	+4%	+$9.07K	0.17%	112
2021 Q1	$198K	Buy	1,697 +175	+11%	+$20.2K	0.17%	112
2020 Q4	$173K	Buy	+1,522	New	+$166K	0.16%	117

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

American State Bank (Iowa)'s XLV Position: Q1 2026 in Review

American State Bank (Iowa) sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 1,373 shares — an estimated $213K sold.

American State Bank (Iowa) first reported a position in XLV in Q4 2020 and held it in 18 quarters. The position peaked at $272K in Q4 2021. 1,807 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

American State Bank (Iowa) reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
American State Bank (Iowa) sold 1,373 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $213K.
American State Bank (Iowa) first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and held it in 18 quarters.
American State Bank (Iowa)'s State Street Health Care Select Sector SPDR ETF position peaked at $272K in Q4 2021.
1,807 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on American State Bank (Iowa)'s 13F filing for Q1 2026, filed 14 Apr 2026.