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

Grove 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	$109K	Hold	688	–	–	0.01%	331
2026 Q1	$101K	Hold	688	–	–	0.01%	333
2025 Q4	$107K	Hold	688	–	–	0.01%	335
2025 Q3	$95.7K	Sell	688 -136	-17%	-$18.4K	0.01%	342
2025 Q2	$111K	Sell	824 -241	-23%	-$32.5K	0.01%	324
2025 Q1	$156K	Hold	1,065	–	–	0.02%	272
2024 Q4	$147K	Hold	1,065	–	–	0.02%	252
2024 Q3	$164K	Sell	1,065 -388	-27%	-$58.8K	0.02%	241
2024 Q2	$212K	Buy	1,453 +765	+111%	+$110K	0.03%	211
2024 Q1	$102K	Sell	688 -165	-19%	-$23.7K	0.02%	290
2023 Q4	$116K	Hold	853	–	–	0.02%	269
2023 Q3	$110K	Buy	853 +165	+24%	+$21.9K	0.02%	274
2023 Q2	$91.3K	Hold	688	–	–	0.02%	302
2023 Q1	$89.1K	Hold	688	–	–	0.02%	298
2022 Q4	$93K	Buy	+688	New	+$91.2K	0.02%	297
2018 Q1	–	Sell	-2,265	Closed	-$187K	–	463
2017 Q4	$187K	Sell	2,265 -1,073	-32%	-$88.5K	0.08%	161
2017 Q3	$273K	Sell	3,338 -2,004	-38%	-$161K	0.13%	133
2017 Q2	$423K	Sell	5,342 -2,536	-32%	-$193K	0.27%	88
2017 Q1	$585K	Sell	7,878 -1,765	-18%	-$129K	0.48%	47
2016 Q4	$664K	Sell	9,643 -110	-1%	-$7.64K	0.51%	47
2016 Q3	$704K	Sell	9,753 -295	-3%	-$21.7K	0.6%	47
2016 Q2	$720K	Sell	10,048 -3,809	-27%	-$268K	0.65%	45
2016 Q1	$939K	Sell	13,857 -295	-2%	-$19.8K	0.86%	33
2015 Q4	$1.02M	Buy	+14,152	New	+$1,000K	0.91%	28

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 22.96% 1-Year Est. Return

HIIFS

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

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

Grove Bank & Trust held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 688 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #331.

Grove Bank & Trust first reported a position in XLV in Q4 2015 and has held it in 24 quarters since. The position peaked at $1.02M in Q4 2015. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Grove Bank & Trust held 688 shares of State Street Health Care Select Sector SPDR ETF worth $109K as of Q2 2026.
Grove 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 Grove Bank & Trust's portfolio in Q2 2026, its #331 holding.
Grove Bank & Trust first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2015 and has held it in 24 quarters since.
Grove Bank & Trust's State Street Health Care Select Sector SPDR ETF position peaked at $1.02M in Q4 2015.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.