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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
Q3 		$116K Hold
688
– – 0.01% 333
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

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Grove Bank & Trust's XLV Position: Q3 2026 in Review

Grove Bank & Trust held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q3 2026 at 688 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #333.

Grove Bank & Trust first reported a position in XLV in Q4 2015 and has held it in 25 quarters since. The position peaked at $1.02M in Q4 2015. 101 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

  • Grove Bank & Trust held 688 shares of State Street Health Care Select Sector SPDR ETF worth $116K as of Q3 2026.
  • Grove Bank & Trust left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q3 2026.
  • State Street Health Care Select Sector SPDR ETF made up 0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #333 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 25 quarters since.
  • Grove Bank & Trust's State Street Health Care Select Sector SPDR ETF position peaked at $1.02M in Q4 2015.
  • 101 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.