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Indiana Trust & Investment Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Indiana Trust & Investment Management’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 		$80.8K Hold
509
– – 0.02% 252
2026
Q1 		$74.6K Hold
509
– – 0.02% 254
2025
Q4 		$78.8K Sell
509
-49
-9% -$7.34K 0.02% 246
2025
Q3 		$77.7K Hold
558
– – 0.02% 254
2025
Q2 		$75.2K Hold
558
– – 0.02% 255
2025
Q1 		$81.5K Hold
558
– – 0.03% 244
2024
Q4 		$76.8K Hold
558
– – 0.03% 247
2024
Q3 		$85.9K Buy
558
+14
+3% +$2.12K 0.03% 246
2024
Q2 		$79.3K Sell
544
-255
-32% -$36.6K 0.03% 244
2024
Q1 		$118K Sell
799
-73
-8% -$10.5K 0.05% 200
2023
Q4 		$119K Sell
872
-74
-8% -$9.63K 0.05% 190
2023
Q3 		$122K Buy
+946
New +$126K 0.06% 190

Other funds holding XLV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Indiana Trust & Investment Management's XLV Position: Q2 2026 in Review

Indiana Trust & Investment Management held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 509 shares worth $80.8K. The position accounts for 0.02% of the portfolio, ranked #252.

Indiana Trust & Investment Management first reported a position in XLV in Q3 2023 and has held it in 12 quarters since. The position peaked at $122K in Q3 2023. 1,190 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Indiana Trust & Investment Management held 509 shares of State Street Health Care Select Sector SPDR ETF worth $80.8K as of Q2 2026.
  • Indiana Trust & Investment Management 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 0.02% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #252 holding.
  • Indiana Trust & Investment Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
  • Indiana Trust & Investment Management's State Street Health Care Select Sector SPDR ETF position peaked at $122K in Q3 2023.
  • 1,190 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.