Crews Bank & Trust’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Crews Bank & 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	$2.26M	Sell	14,271 -170	-1%	-$25.3K	0.3%	49
2026 Q1	$2.12M	Sell	14,441 -605	-4%	-$93.3K	0.31%	50
2025 Q4	$2.33M	Sell	15,046 -2	-0%	-$300	0.33%	45
2025 Q3	$2.09M	Sell	15,048 -243	-2%	-$32.9K	0.31%	54
2025 Q2	$2.06M	Sell	15,291 -703	-4%	-$94.9K	0.32%	48
2025 Q1	$2.34M	Sell	15,994 -650	-4%	-$94.4K	0.4%	40
2024 Q4	$2.29M	Buy	+16,644	New	+$2.44M	0.39%	43

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

Crews Bank & Trust's XLV Position: Q2 2026 in Review

Crews Bank & Trust reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.2% in Q2 2026, selling an estimated $25.3K and leaving 14,271 shares worth $2.26M. The position accounts for 0.3% of the portfolio, ranked #49.

Crews Bank & Trust first reported a position in XLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.34M in Q1 2025. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Crews Bank & Trust held 14,271 shares of State Street Health Care Select Sector SPDR ETF worth $2.26M as of Q2 2026.
Crews Bank & Trust sold 170 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $25.3K.
State Street Health Care Select Sector SPDR ETF made up 0.3% of Crews Bank & Trust's portfolio in Q2 2026, its #49 holding.
Crews Bank & Trust first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Crews Bank & Trust's State Street Health Care Select Sector SPDR ETF position peaked at $2.34M 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 Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.