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

First United 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 		$92.2K Buy
581
+100
+21% +$14.9K 0.03% 207
2026
Q1 		$70.5K Buy
481
+119
+33% +$18.4K 0.02% 211
2025
Q4 		$56K Sell
362
-5
-1% -$749 0.02% 217
2025
Q3 		$51.1K Sell
367
-903
-71% -$122K 0.02% 229
2025
Q2 		$171K Buy
1,270
+310
+32% +$41.9K 0.06% 155
2025
Q1 		$140K Sell
960
-175
-15% -$25.4K 0.05% 163
2024
Q4 		$156K Buy
1,135
+3
+0.3% +$439 0.06% 156
2024
Q3 		$174K Sell
1,132
-54
-5% -$8.19K 0.06% 155
2024
Q2 		$173K Sell
1,186
-87
-7% -$12.5K 0.06% 153
2024
Q1 		$188K Sell
1,273
-97
-7% -$13.9K 0.07% 153
2023
Q4 		$187K Buy
+1,370
New +$178K 0.07% 152
2023
Q3 		– Sell
-1,525
Closed -$202K – 146
2023
Q2 		$202K Sell
1,525
-206
-12% -$27.2K 0.09% 142
2023
Q1 		$224K Sell
1,731
-346
-17% -$45.2K 0.11% 138
2022
Q4 		$282K Sell
2,077
-107
-5% -$14.2K 0.14% 118
2022
Q3 		$264K Sell
2,184
-197
-8% -$25.4K 0.13% 127
2022
Q2 		$305K Buy
2,381
+186
+8% +$24.4K 0.14% 121
2022
Q1 		$301K Buy
2,195
+104
+5% +$13.8K 0.12% 133
2021
Q4 		$295K Buy
2,091
+23
+1% +$3.05K 0.11% 140
2021
Q3 		$263K Sell
2,068
-49
-2% -$6.48K 0.11% 142
2021
Q2 		$267K Buy
2,117
+252
+14% +$30.9K 0.11% 141
2021
Q1 		$218K Sell
1,865
-366
-16% -$42.2K 0.09% 148
2020
Q4 		$253K Sell
2,231
-1,900
-46% -$207K 0.12% 125
2020
Q3 		$436K Buy
4,131
+1,030
+33% +$108K 0.24% 91
2020
Q2 		$310K Sell
3,101
-330
-10% -$32.6K 0.18% 97
2020
Q1 		$304K Sell
3,431
-230
-6% -$22.3K 0.22% 95
2019
Q4 		$373K Sell
3,661
-2,085
-36% -$200K 0.21% 101
2019
Q3 		$518K Sell
5,746
-2,075
-27% -$189K 0.33% 87
2019
Q2 		$725K Buy
7,821
+4,330
+124% +$389K 0.43% 72
2019
Q1 		$320K Buy
+3,491
New +$315K 0.2% 102

Other funds holding XLV

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

First United Bank & Trust increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 21% in Q2 2026, buying an estimated $14.9K and bringing the position to 581 shares worth $92.2K. The position accounts for 0.03% of the portfolio, ranked #207.

First United Bank & Trust first reported a position in XLV in Q1 2019 and has held it in 29 quarters since. The position peaked at $725K in Q2 2019. 837 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • First United Bank & Trust held 581 shares of State Street Health Care Select Sector SPDR ETF worth $92.2K as of Q2 2026.
  • First United Bank & Trust bought 100 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $14.9K.
  • State Street Health Care Select Sector SPDR ETF made up 0.03% of First United Bank & Trust's portfolio in Q2 2026, its #207 holding.
  • First United Bank & Trust first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2019 and has held it in 29 quarters since.
  • First United Bank & Trust's State Street Health Care Select Sector SPDR ETF position peaked at $725K in Q2 2019.
  • 837 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.