AmeriServ Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$325K Sell
2,218
-507
-19% -$78.2K 0.21% 47
2025
Q4
$422K Sell
2,725
-248
-8% -$37.1K 0.25% 44
2025
Q3
$414K Sell
2,973
-11,285
-79% -$1.53M 0.21% 43
2025
Q2
$1.92M Sell
14,258
-24
-0.2% -$3.24K 0.95% 16
2025
Q1
$2.09M Buy
+14,282
New +$2.07M 1.21% 18

Other funds holding XLV

AmeriServ Wealth Advisors's XLV Position: Q1 2026 in Review

AmeriServ Wealth Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 19% in Q1 2026, selling an estimated $78.2K and leaving 2,218 shares worth $325K. The position accounts for 0.21% of the portfolio, ranked #47.

AmeriServ Wealth Advisors first reported a position in XLV in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.09M in Q1 2025. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • AmeriServ Wealth Advisors held 2,218 shares of State Street Health Care Select Sector SPDR ETF worth $325K as of Q1 2026.
  • AmeriServ Wealth Advisors sold 507 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $78.2K.
  • State Street Health Care Select Sector SPDR ETF made up 0.21% of AmeriServ Wealth Advisors's portfolio in Q1 2026, its #47 holding.
  • AmeriServ Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2025 and has held it in 5 quarters since.
  • AmeriServ Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $2.09M in Q1 2025.
  • 1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.