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

First Interstate Bank’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 Q1	$16.9M	Sell	114,970 -2,036	-2%	-$314K	0.95%	17
2025 Q4	$18.1M	Sell	117,006 -2,607	-2%	-$390K	0.97%	19
2025 Q3	$16.6M	Sell	119,613 -2,210	-2%	-$299K	0.92%	19
2025 Q2	$16.4M	Sell	121,823 -1,457	-1%	-$197K	0.96%	18
2025 Q1	$18M	Sell	123,280 -14,821	-11%	-$2.15M	1.07%	17
2024 Q4	$19M	Sell	138,101 -5,853	-4%	-$857K	1.15%	17
2024 Q3	$22.2M	Sell	143,954 -4,160	-3%	-$631K	1.35%	15
2024 Q2	$21.6M	Sell	148,114 -8,388	-5%	-$1.2M	1.43%	14
2024 Q1	$23.1M	Sell	156,502 -8,165	-5%	-$1.17M	1.6%	14
2023 Q4	$22.5M	Sell	164,667 -2,713	-2%	-$353K	1.66%	12
2023 Q3	$21.5M	Sell	167,380 -6,538	-4%	-$868K	1.86%	10
2023 Q2	$23.1M	Sell	173,918 -2,865	-2%	-$378K	1.91%	10
2023 Q1	$22.9M	Buy	176,783 +1,001	+0.6%	+$131K	1.75%	11
2022 Q4	$23.9M	Sell	175,782 -243	-0.1%	-$32.2K	1.76%	10
2022 Q3	$21.3M	Buy	176,025 +4,761	+3%	+$613K	1.72%	12
2022 Q2	$22M	Sell	171,264 -1,250	-0.7%	-$164K	1.66%	12
2022 Q1	$23.6M	Sell	172,514 -32,088	-16%	-$4.25M	2.22%	10
2021 Q4	$28.8M	Sell	204,602 -5,116	-2%	-$679K	2.8%	10
2021 Q3	$26.7M	Sell	209,718 -2,540	-1%	-$336K	2.74%	10
2021 Q2	$26.7M	Buy	+212,258	New	+$26M	2.81%	10
2020 Q4	$22.9M	Sell	202,067 -2,843	-1%	-$310K	3.05%	7
2020 Q3	$21.6M	Sell	204,910 -13,556	-6%	-$1.43M	3.24%	7
2020 Q2	$21.9M	Sell	218,466 -3,692	-2%	-$364K	3.02%	7
2020 Q1	$19.7M	Buy	222,158 +39,161	+21%	+$3.8M	4.92%	5
2019 Q4	$18.6M	Buy	182,997 +37,321	+26%	+$3.59M	4.16%	3
2019 Q3	$13.1M	Sell	145,676 -5,791	-4%	-$529K	3.04%	5
2019 Q2	$14M	Sell	151,467 -6,261	-4%	-$563K	3.11%	4
2019 Q1	$14.5M	Sell	157,728 -3,861	-2%	-$348K	3.23%	2
2018 Q4	$14M	Buy	161,589 +26,577	+20%	+$2.41M	3.46%	2
2018 Q3	$12.8M	Buy	135,012 +53,390	+65%	+$4.82M	2.71%	6
2018 Q2	$6.81M	Buy	81,622 +77,081	+1,697%	+$6.39M	1.51%	23
2018 Q1	$370K	Buy	4,541 +3,064	+207%	+$261K	0.08%	126
2017 Q4	$122K	Hold	1,477	–	–	0.03%	251
2017 Q3	$121K	Hold	1,477	–	–	0.03%	251
2017 Q2	$117K	Hold	1,477	–	–	0.02%	250
2017 Q1	$110K	Sell	1,477 -641	-30%	-$46.7K	0.02%	262
2016 Q4	$146K	Hold	2,118	–	–	0.03%	220
2016 Q3	$153K	Hold	2,118	–	–	0.03%	221
2016 Q2	$152K	Hold	2,118	–	–	0.03%	209
2016 Q1	$144K	Sell	2,118 -173	-8%	-$11.6K	0.03%	213
2015 Q4	$165K	Buy	2,291 +257	+13%	+$18.2K	0.03%	210
2015 Q3	$135K	Buy	+2,034	New	+$149K	0.03%	238

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

First Interstate Bank's XLV Position: Q1 2026 in Review

First Interstate Bank reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.7% in Q1 2026, selling an estimated $314K and leaving 114,970 shares worth $16.9M. The position accounts for 0.95% of the portfolio, ranked #17.

First Interstate Bank first reported a position in XLV in Q3 2015 and has held it in 42 quarters since. The position peaked at $28.8M in Q4 2021. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

First Interstate Bank held 114,970 shares of State Street Health Care Select Sector SPDR ETF worth $16.9M as of Q1 2026.
First Interstate Bank sold 2,036 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $314K.
State Street Health Care Select Sector SPDR ETF made up 0.95% of First Interstate Bank's portfolio in Q1 2026, its #17 holding.
First Interstate Bank first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2015 and has held it in 42 quarters since.
First Interstate Bank's State Street Health Care Select Sector SPDR ETF position peaked at $28.8M in Q4 2021.
1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on First Interstate Bank's 13F filing for Q1 2026, filed 29 Apr 2026.