Bank of Jackson Hole Trust’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bank of Jackson Hole 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	–	Sell	-890	Closed	-$130K	–	492
2026 Q1	$130K	Hold	890	–	–	0.06%	169
2025 Q4	$138K	Hold	890	–	–	0.07%	161
2025 Q3	$124K	Sell	890 -300	-25%	-$40.6K	0.06%	164
2025 Q2	$160K	Sell	1,190 -60	-5%	-$8.1K	0.09%	142
2025 Q1	$186K	Sell	1,250 -4	-0.3%	-$581	0.12%	130
2024 Q4	$173K	Buy	+1,254	New	+$184K	0.11%	133

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

Bank of Jackson Hole Trust's XLV Position: Q2 2026 in Review

Bank of Jackson Hole Trust sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026, closing a stake of 890 shares — an estimated $130K sold.

Bank of Jackson Hole Trust first reported a position in XLV in Q4 2024 and held it in 6 quarters. The position peaked at $186K in Q1 2025. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Bank of Jackson Hole Trust reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Bank of Jackson Hole Trust sold 890 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $130K.
Bank of Jackson Hole Trust first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and held it in 6 quarters.
Bank of Jackson Hole Trust's State Street Health Care Select Sector SPDR ETF position peaked at $186K 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 Bank of Jackson Hole Trust's 13F filing for Q2 2026.