Farmers & Merchants Investments Inc’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Farmers & Merchants Investments Inc’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	$111K	Sell	701 -76	-10%	-$11.3K	﹤0.01%	369
2026 Q1	$114K	Sell	777 -26	-3%	-$4.01K	﹤0.01%	356
2025 Q4	$124K	Hold	803	–	–	﹤0.01%	340
2025 Q3	$112K	Hold	803	–	–	﹤0.01%	351
2025 Q2	$108K	Hold	803	–	–	﹤0.01%	359
2025 Q1	$117K	Hold	803	–	–	﹤0.01%	353
2024 Q4	$110K	Sell	803 -200	-20%	-$29.3K	﹤0.01%	366
2024 Q3	$154K	Sell	1,003 -10	-1%	-$1.52K	﹤0.01%	334
2024 Q2	$148K	Buy	1,013 +41	+4%	+$5.88K	﹤0.01%	321
2024 Q1	$144K	Hold	972	–	–	﹤0.01%	312
2023 Q4	$133K	Hold	972	–	–	﹤0.01%	312
2023 Q3	$125K	Hold	972	–	–	﹤0.01%	313
2023 Q2	$129K	Hold	972	–	–	﹤0.01%	317
2023 Q1	$126K	Hold	972	–	–	0.01%	315
2022 Q4	$132K	Hold	972	–	–	0.01%	312
2022 Q3	$118K	Hold	972	–	–	0.01%	319
2022 Q2	$125K	Sell	972 -266	-21%	-$34.9K	0.01%	310
2022 Q1	$170K	Buy	1,238 +275	+29%	+$36.4K	0.01%	296
2021 Q4	$136K	Hold	963	–	–	0.01%	322
2021 Q3	$123K	Buy	963 +133	+16%	+$17.6K	0.01%	318
2021 Q2	$105K	Buy	830 +614	+284%	+$75.3K	﹤0.01%	284
2021 Q1	$25K	Buy	216 +166	+332%	+$19.2K	﹤0.01%	429
2020 Q4	$6K	Hold	50	–	–	﹤0.01%	735
2020 Q3	$5K	Hold	50	–	–	﹤0.01%	732
2020 Q2	$5K	Hold	50	–	–	﹤0.01%	728
2020 Q1	$4K	Sell	50 -209	-81%	-$20.3K	﹤0.01%	726
2019 Q4	$26K	Sell	259 -105	-29%	-$10.1K	﹤0.01%	401
2019 Q3	$33K	Buy	364 +254	+231%	+$23.2K	﹤0.01%	359
2019 Q2	$10K	Hold	110	–	–	﹤0.01%	557
2019 Q1	$10K	Sell	110 -263	-71%	-$23.7K	﹤0.01%	529
2018 Q4	$32K	Buy	373 +250	+203%	+$22.6K	﹤0.01%	344
2018 Q3	$12K	Hold	123	–	–	﹤0.01%	505
2018 Q2	$10K	Hold	123	–	–	﹤0.01%	543
2018 Q1	$10K	Hold	123	–	–	﹤0.01%	533
2017 Q4	$10K	Hold	123	–	–	﹤0.01%	546
2017 Q3	$10K	Hold	123	–	–	﹤0.01%	527
2017 Q2	$10K	Hold	123	–	–	﹤0.01%	526
2017 Q1	$9K	Hold	123	–	–	﹤0.01%	511
2016 Q4	$8K	Hold	123	–	–	﹤0.01%	557
2016 Q3	$9K	Hold	123	–	–	﹤0.01%	483
2016 Q2	$9K	Hold	123	–	–	﹤0.01%	464
2016 Q1	$8K	Hold	123	–	–	﹤0.01%	495
2015 Q4	$9K	Sell	123 -50	-29%	-$3.53K	﹤0.01%	508
2015 Q3	$11K	Buy	173 +50	+41%	+$3.65K	﹤0.01%	476
2015 Q2	$9K	Hold	123	–	–	﹤0.01%	536
2015 Q1	$9K	Hold	123	–	–	﹤0.01%	532
2014 Q4	$8K	Sell	123 -85	-41%	-$5.69K	﹤0.01%	541
2014 Q3	$13K	Sell	208 -44	-17%	-$2.75K	﹤0.01%	461
2014 Q2	$15K	Buy	252 +167	+196%	+$9.81K	﹤0.01%	433
2014 Q1	$5K	Hold	85	–	–	﹤0.01%	596
2013 Q4	$5K	Hold	85	–	–	﹤0.01%	608
2013 Q3	$4K	Sell	85 -15	-15%	-$754	﹤0.01%	584
2013 Q2	$5K	Buy	+100	New	+$4.79K	﹤0.01%	535

Other funds holding XLV

LPL Financial San Diego, California $445B AUM 25.58% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Farmers & Merchants Investments Inc's XLV Position: Q2 2026 in Review

Farmers & Merchants Investments Inc reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 9.8% in Q2 2026, selling an estimated $11.3K and leaving 701 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Farmers & Merchants Investments Inc first reported a position in XLV in Q2 2013 and has held it in 53 quarters since. The position peaked at $170K in Q1 2022. 1,395 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Farmers & Merchants Investments Inc held 701 shares of State Street Health Care Select Sector SPDR ETF worth $111K as of Q2 2026.
Farmers & Merchants Investments Inc sold 76 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $11.3K.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #369 holding.
Farmers & Merchants Investments Inc first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
Farmers & Merchants Investments Inc's State Street Health Care Select Sector SPDR ETF position peaked at $170K in Q1 2022.
1,395 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.