Essex Savings Bank’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$530K Sell
3,338
-49
-1% -$7.29K 0.11% 177
2026
Q1
$497K Sell
3,387
-160
-5% -$24.7K 0.11% 168
2025
Q4
$549K Buy
+3,547
New +$531K 0.12% 156
2019
Q3
Sell
-300
Closed -$28K 623
2019
Q2
$28K Hold
300
0.01% 531
2019
Q1
$28K Hold
300
0.02% 372
2018
Q4
$26K Buy
+300
New +$27.2K 0.02% 365

Other funds holding XLV

Essex Savings Bank's XLV Position: Q2 2026 in Review

Essex Savings Bank reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.4% in Q2 2026, selling an estimated $7.29K and leaving 3,338 shares worth $530K. The position accounts for 0.11% of the portfolio, ranked #177.

Essex Savings Bank first reported a position in XLV in Q4 2018 and has held it in 6 quarters since. The position peaked at $549K in Q4 2025. 1,211 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Essex Savings Bank held 3,338 shares of State Street Health Care Select Sector SPDR ETF worth $530K as of Q2 2026.
  • Essex Savings Bank sold 49 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $7.29K.
  • State Street Health Care Select Sector SPDR ETF made up 0.11% of Essex Savings Bank's portfolio in Q2 2026, its #177 holding.
  • Essex Savings Bank first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2018 and has held it in 6 quarters since.
  • Essex Savings Bank's State Street Health Care Select Sector SPDR ETF position peaked at $549K in Q4 2025.
  • 1,211 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.