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 Q2	$3.05M	Sell	19,237 -2,203	-10%	-$328K	0.05%	249
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 $1.55T 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

Atlantic Union Bankshares's XLV Position: Q2 2026 in Review

Atlantic Union Bankshares reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 10% in Q2 2026, selling an estimated $328K and leaving 19,237 shares worth $3.05M. The position accounts for 0.05% of the portfolio, ranked #249.

Atlantic Union Bankshares first reported a position in XLV in Q4 2020 and has held it in 10 quarters since. The position peaked at $3.57M in Q4 2025. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Atlantic Union Bankshares held 19,237 shares of State Street Health Care Select Sector SPDR ETF worth $3.05M as of Q2 2026.
Atlantic Union Bankshares sold 2,203 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $328K.
State Street Health Care Select Sector SPDR ETF made up 0.05% of Atlantic Union Bankshares's portfolio in Q2 2026, its #249 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 10 quarters since.
Atlantic Union Bankshares's State Street Health Care Select Sector SPDR ETF position peaked at $3.57M in Q4 2025.
1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.