HM Payson & Co’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

HM Payson & Co’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	$95.2K	Hold	600	–	–	﹤0.01%	585
2026 Q1	$88K	Hold	600	–	–	﹤0.01%	583
2025 Q4	$92.9K	Hold	600	–	–	﹤0.01%	579
2025 Q3	$83.5K	Hold	600	–	–	﹤0.01%	595
2025 Q2	$80.9K	Sell	600 -1,332	-69%	-$180K	﹤0.01%	572
2025 Q1	$282K	Buy	1,932 +1,332	+222%	+$194K	0.01%	359
2024 Q4	$82.5K	Hold	600	–	–	﹤0.01%	563
2024 Q3	$92.4K	Hold	600	–	–	﹤0.01%	530
2024 Q2	$87.5K	Buy	600 +343	+133%	+$49.2K	﹤0.01%	522
2024 Q1	$38K	Hold	257	–	–	﹤0.01%	648
2023 Q4	$35.1K	Hold	257	–	–	﹤0.01%	647
2023 Q3	$33.1K	Hold	257	–	–	﹤0.01%	652
2023 Q2	$34.1K	Buy	257 +44	+21%	+$5.8K	﹤0.01%	649
2023 Q1	$27.6K	Sell	213 -300	-58%	-$39.2K	﹤0.01%	666
2022 Q4	$69.7K	Sell	513 -48	-9%	-$6.36K	﹤0.01%	516
2022 Q3	$68K	Buy	561 +80	+17%	+$10.3K	﹤0.01%	524
2022 Q2	$62K	Buy	481 +313	+186%	+$41K	﹤0.01%	554
2022 Q1	$23K	Sell	168 -2,220	-93%	-$294K	﹤0.01%	724
2021 Q4	$336K	Buy	2,388 +2,099	+726%	+$279K	0.01%	328
2021 Q3	$37K	Hold	289	–	–	﹤0.01%	645
2021 Q2	$36K	Sell	289 -25	-8%	-$3.06K	﹤0.01%	649
2021 Q1	$37K	Hold	314	–	–	﹤0.01%	664
2020 Q4	$36K	Hold	314	–	–	﹤0.01%	667
2020 Q3	$33K	Hold	314	–	–	﹤0.01%	639
2020 Q2	$31K	Sell	314 -59	-16%	-$5.82K	﹤0.01%	599
2020 Q1	$33K	Hold	373	–	–	﹤0.01%	557
2019 Q4	$38K	Buy	373 +59	+19%	+$5.67K	﹤0.01%	627
2019 Q3	$28K	Sell	314 -200	-39%	-$18.3K	﹤0.01%	679
2019 Q2	$48K	Buy	+514	New	+$46.2K	﹤0.01%	610

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

HM Payson & Co's XLV Position: Q2 2026 in Review

HM Payson & Co held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 600 shares worth $95.2K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

HM Payson & Co first reported a position in XLV in Q2 2019 and has held it in 29 quarters since. The position peaked at $336K in Q4 2021. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

HM Payson & Co held 600 shares of State Street Health Care Select Sector SPDR ETF worth $95.2K as of Q2 2026.
HM Payson & Co 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 HM Payson & Co's portfolio in Q2 2026, its #585 holding.
HM Payson & Co first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2019 and has held it in 29 quarters since.
HM Payson & Co's State Street Health Care Select Sector SPDR ETF position peaked at $336K in Q4 2021.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.