First Long Island Investors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

First Long Island Investors’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	$251K	Hold	1,579	–	–	0.02%	69
2026 Q1	$231K	Hold	1,579	–	–	0.02%	67
2025 Q4	$244K	Sell	1,579 -301	-16%	-$45.1K	0.02%	70
2025 Q3	$262K	Hold	1,880	–	–	0.02%	63
2025 Q2	$253K	Hold	1,880	–	–	0.02%	59
2025 Q1	$274K	Hold	1,880	–	–	0.02%	61
2024 Q4	$259K	Hold	1,880	–	–	0.02%	61
2024 Q3	$290K	Hold	1,880	–	–	0.02%	63
2024 Q2	$274K	Hold	1,880	–	–	0.02%	59
2024 Q1	$278K	Hold	1,880	–	–	0.02%	56
2023 Q4	$256K	Hold	1,880	–	–	0.02%	55
2023 Q3	$242K	Hold	1,880	–	–	0.02%	56
2023 Q2	$250K	Hold	1,880	–	–	0.02%	56
2023 Q1	$243K	Hold	1,880	–	–	0.02%	54
2022 Q4	$255K	Hold	1,880	–	–	0.03%	52
2022 Q3	$228K	Hold	1,880	–	–	0.03%	56
2022 Q2	$241K	Hold	1,880	–	–	0.03%	54
2022 Q1	$258K	Hold	1,880	–	–	0.02%	54
2021 Q4	$265K	Hold	1,880	–	–	0.02%	58
2021 Q3	$239K	Hold	1,880	–	–	0.02%	56
2021 Q2	$237K	Hold	1,880	–	–	0.02%	61
2021 Q1	$219K	Hold	1,880	–	–	0.02%	62
2020 Q4	$213K	Buy	+1,880	New	+$205K	0.02%	60

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 22.9% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

First Long Island Investors's XLV Position: Q2 2026 in Review

First Long Island Investors held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 1,579 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #69.

First Long Island Investors first reported a position in XLV in Q4 2020 and has held it in 23 quarters since. The position peaked at $290K in Q3 2024. 1,864 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

First Long Island Investors held 1,579 shares of State Street Health Care Select Sector SPDR ETF worth $251K as of Q2 2026.
First Long Island Investors 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 0.02% of First Long Island Investors's portfolio in Q2 2026, its #69 holding.
First Long Island Investors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
First Long Island Investors's State Street Health Care Select Sector SPDR ETF position peaked at $290K in Q3 2024.
1,864 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on First Long Island Investors's 13F filing for Q2 2026, filed 13 Aug 2026.