First National Bank of Mount Dora’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

First National Bank of Mount Dora’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
2025 Q1	–	Sell	-1,469	Closed	-$202K	–	137
2024 Q4	$202K	Hold	1,469	–	–	0.05%	129
2024 Q3	$226K	Hold	1,469	–	–	0.05%	130
2024 Q2	$214K	Hold	1,469	–	–	0.05%	128
2024 Q1	$217K	Sell	1,469 -34	-2%	-$4.88K	0.05%	125
2023 Q4	$205K	Buy	+1,503	New	+$196K	0.05%	118
2023 Q3	–	Sell	-1,547	Closed	-$205K	–	139
2023 Q2	$205K	Buy	+1,547	New	+$204K	0.06%	120

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First National Bank of Mount Dora's XLV Position: Q1 2025 in Review

First National Bank of Mount Dora sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2025, closing a stake of 1,469 shares — an estimated $202K sold.

First National Bank of Mount Dora first reported a position in XLV in Q2 2023 and held it in 6 quarters. The position peaked at $226K in Q3 2024. 1,769 funds tracked by Wall St. Rank hold XLV as of Q1 2025.

First National Bank of Mount Dora reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
First National Bank of Mount Dora sold 1,469 State Street Health Care Select Sector SPDR ETF shares in Q1 2025, an estimated $202K.
First National Bank of Mount Dora first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2023 and held it in 6 quarters.
First National Bank of Mount Dora's State Street Health Care Select Sector SPDR ETF position peaked at $226K in Q3 2024.
1,769 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2025.

Based on First National Bank of Mount Dora's 13F filing for Q1 2025, filed 15 Apr 2025.