Independence Bank of Kentucky’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Independence Bank of Kentucky’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	$733K	Sell	4,620 -60	-1%	-$8.93K	0.08%	178
2026 Q1	$686K	Buy	4,680 +1,996	+74%	+$308K	0.09%	178
2025 Q4	$415K	Buy	2,684 +140	+6%	+$21K	0.05%	220
2025 Q3	$354K	Buy	2,544 +24	+1%	+$3.25K	0.05%	238
2025 Q2	$340K	Buy	2,520 +20	+0.8%	+$2.7K	0.05%	233
2025 Q1	$365K	Buy	2,500 +67	+3%	+$9.73K	0.06%	225
2024 Q4	$335K	Buy	2,433 +1,433	+143%	+$210K	0.05%	237
2024 Q3	$154K	Buy	1,000 +191	+24%	+$29K	0.03%	287
2024 Q2	$118K	Buy	809 +546	+208%	+$78.3K	0.03%	289
2024 Q1	$38.9K	Buy	+263	New	+$37.7K	0.01%	341
2022 Q3	–	Sell	-45	Closed	-$6K	–	434
2022 Q2	$6K	Sell	45 -6	-12%	-$786	﹤0.01%	375
2022 Q1	$7K	Hold	51	–	–	﹤0.01%	365
2021 Q4	$7K	Buy	51 +6	+13%	+$797	﹤0.01%	355
2021 Q3	$6K	Hold	45	–	–	﹤0.01%	359
2021 Q2	$6K	Hold	45	–	–	﹤0.01%	355
2021 Q1	$5K	Hold	45	–	–	﹤0.01%	357
2020 Q4	$5K	Sell	45 -355	-89%	-$38.8K	﹤0.01%	348
2020 Q3	$42K	Sell	400 -234	-37%	-$24.6K	0.02%	225
2020 Q2	$63K	Hold	634	–	–	0.04%	187
2020 Q1	$56K	Hold	634	–	–	0.04%	181
2019 Q4	$65K	Hold	634	–	–	0.04%	191
2019 Q3	$57K	Buy	+634	New	+$57.9K	0.04%	189
2018 Q1	–	Sell	-300	Closed	-$25K	–	422
2017 Q4	$25K	Buy	+300	New	+$24.7K	0.02%	206

Other funds holding XLV

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

HIIFS

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Independence Bank of Kentucky's XLV Position: Q2 2026 in Review

Independence Bank of Kentucky reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.3% in Q2 2026, selling an estimated $8.93K and leaving 4,620 shares worth $733K. The position accounts for 0.08% of the portfolio, ranked #178.

Independence Bank of Kentucky first reported a position in XLV in Q4 2017 and has held it in 23 quarters since. 1,408 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Independence Bank of Kentucky held 4,620 shares of State Street Health Care Select Sector SPDR ETF worth $733K as of Q2 2026.
Independence Bank of Kentucky sold 60 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $8.93K.
State Street Health Care Select Sector SPDR ETF made up 0.08% of Independence Bank of Kentucky's portfolio in Q2 2026, its #178 holding.
Independence Bank of Kentucky first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2017 and has held it in 23 quarters since.
1,408 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.