Atlantic Union Bankshares’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Atlantic Union Bankshares’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	$3.14M	Sell	21,440 -1,614	-7%	-$249K	0.06%	236
2025 Q4	$3.57M	Sell	23,054 -131	-0.6%	-$19.6K	0.07%	228
2025 Q3	$3.23M	Buy	23,185 +3,338	+17%	+$452K	0.06%	240
2025 Q2	$2.68M	Buy	19,847 +18,433	+1,304%	+$2.49M	0.06%	232
2025 Q1	$206K	Buy	+1,414	New	+$205K	0.01%	297
2022 Q1	–	Sell	-1,783	Closed	-$251K	–	266
2021 Q4	$251K	Buy	1,783 +199	+13%	+$26.4K	0.02%	240
2021 Q3	$202K	Buy	+1,584	New	+$209K	0.02%	261
2021 Q2	–	Sell	-1,980	Closed	-$231K	–	272
2021 Q1	$231K	Buy	1,980 +139	+8%	+$16K	0.02%	245
2020 Q4	$209K	Buy	+1,841	New	+$201K	0.02%	265

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

Atlantic Union Bankshares's XLV Position: Q1 2026 in Review

Atlantic Union Bankshares reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 7% in Q1 2026, selling an estimated $249K and leaving 21,440 shares worth $3.14M. The position accounts for 0.06% of the portfolio, ranked #236.

Atlantic Union Bankshares first reported a position in XLV in Q4 2020 and has held it in 9 quarters since. The position peaked at $3.57M in Q4 2025. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Atlantic Union Bankshares held 21,440 shares of State Street Health Care Select Sector SPDR ETF worth $3.14M as of Q1 2026.
Atlantic Union Bankshares sold 1,614 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $249K.
State Street Health Care Select Sector SPDR ETF made up 0.06% of Atlantic Union Bankshares's portfolio in Q1 2026, its #236 holding.
Atlantic Union Bankshares first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and has held it in 9 quarters since.
Atlantic Union Bankshares's State Street Health Care Select Sector SPDR ETF position peaked at $3.57M in Q4 2025.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.