Arlington Trust’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Arlington Trust’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	$11.9K	Buy	+75	New	+$11.2K	﹤0.01%	447
2026 Q1	–	Sell	-75	Closed	-$11.6K	–	866
2025 Q4	$11.6K	Sell	75 -5,539	-99%	-$830K	﹤0.01%	293
2025 Q3	$781K	Hold	5,614	–	–	0.14%	74
2025 Q2	$757K	Hold	5,614	–	–	0.15%	77
2025 Q1	$820K	Buy	5,614 +500	+10%	+$72.6K	0.17%	73
2024 Q4	$704K	Buy	5,114 +375	+8%	+$54.9K	0.15%	79
2024 Q3	$730K	Hold	4,739	–	–	0.16%	77
2024 Q2	$691K	Buy	4,739 +239	+5%	+$34.3K	0.16%	75
2024 Q1	$665K	Sell	4,500 -193	-4%	-$27.7K	0.17%	75
2023 Q4	$640K	Hold	4,693	–	–	0.18%	72
2023 Q3	$604K	Buy	+4,693	New	+$623K	0.25%	58

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

Arlington Trust's XLV Position: Q2 2026 in Review

Arlington Trust opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 75 shares worth $11.9K. The stake represents ﹤0.01% of the portfolio and ranks #447 among its holdings. This is a return to the name: Arlington Trust previously reported a position in XLV as recently as Q4 2025.

Arlington Trust first reported a position in XLV in Q3 2023 and has held it in 11 quarters since. The position peaked at $820K in Q1 2025. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Arlington Trust held 75 shares of State Street Health Care Select Sector SPDR ETF worth $11.9K as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new Arlington Trust position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of Arlington Trust's portfolio in Q2 2026, its #447 holding.
Arlington Trust first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2023 and has held it in 11 quarters since.
Arlington Trust's State Street Health Care Select Sector SPDR ETF position peaked at $820K in Q1 2025.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.