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

First Citizens 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 		$805K Hold
5,075
– – 0.01% 356
2026
Q1 		$744K Sell
5,075
-163
-3% -$25.1K 0.02% 357
2025
Q4 		$811K Buy
5,238
+346
+7% +$51.8K 0.02% 334
2025
Q3 		$681K Sell
4,892
-7,450
-60% -$1.01M 0.01% 369
2025
Q2 		$1.66M Buy
12,342
+6,924
+128% +$935K 0.03% 206
2025
Q1 		$791K Sell
5,418
-273
-5% -$39.7K 0.02% 260
2024
Q4 		$783K Sell
5,691
-56
-1% -$8.2K 0.01% 265
2024
Q3 		$885K Buy
5,747
+90
+2% +$13.6K 0.02% 252
2024
Q2 		$825K Hold
5,657
– – 0.02% 257
2024
Q1 		$836K Buy
5,657
+914
+19% +$131K 0.02% 259
2023
Q4 		$647K Buy
+4,743
New +$617K 0.01% 229
2023
Q3 		– Sell
-1,652
Closed -$219K – 366
2023
Q2 		$219K Sell
1,652
-69
-4% -$9.1K ﹤0.01% 330
2023
Q1 		$223K Buy
+1,721
New +$225K ﹤0.01% 307

Other funds holding XLV

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

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

First Citizens Bank & Trust held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 5,075 shares worth $805K. The position accounts for 0.01% of the portfolio, ranked #356.

First Citizens Bank & Trust first reported a position in XLV in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.66M in Q2 2025. 517 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • First Citizens Bank & Trust held 5,075 shares of State Street Health Care Select Sector SPDR ETF worth $805K as of Q2 2026.
  • First Citizens Bank & Trust left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Health Care Select Sector SPDR ETF made up 0.01% of First Citizens Bank & Trust's portfolio in Q2 2026, its #356 holding.
  • First Citizens Bank & Trust first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
  • First Citizens Bank & Trust's State Street Health Care Select Sector SPDR ETF position peaked at $1.66M in Q2 2025.
  • 517 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.