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Ingalls & Snyder LLC’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Ingalls & Snyder LLC’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
Q1 		$1.33M Sell
9,094
-250
-3% -$38.6K 0.05% 194
2025
Q4 		$1.45M Buy
9,344
+569
+6% +$85.2K 0.05% 193
2025
Q3 		$1.22M Sell
8,775
-41
-0.5% -$5.55K 0.04% 212
2025
Q2 		$1.19M Sell
8,816
-147
-2% -$19.9K 0.04% 207
2025
Q1 		$1.31M Sell
8,963
-91
-1% -$13.2K 0.04% 200
2024
Q4 		$1.25M Buy
9,054
+30
+0.3% +$4.39K 0.05% 198
2024
Q3 		$1.39M Buy
9,024
+30
+0.3% +$4.55K 0.05% 197
2024
Q2 		$1.31M Buy
8,994
+408
+5% +$58.5K 0.06% 186
2024
Q1 		$1.27M Sell
8,586
-855
-9% -$123K 0.06% 193
2023
Q4 		$1.29M Sell
9,441
-265
-3% -$34.5K 0.06% 187
2023
Q3 		$1.25M Buy
9,706
+619
+7% +$82.2K 0.06% 187
2023
Q2 		$1.21M Sell
9,087
-384
-4% -$50.6K 0.06% 192
2023
Q1 		$1.23M Buy
9,471
+168
+2% +$21.9K 0.06% 182
2022
Q4 		$1.26M Buy
9,303
+1,827
+24% +$242K 0.07% 179
2022
Q3 		$905K Buy
7,476
+769
+11% +$99.1K 0.05% 205
2022
Q2 		$860K Hold
6,707
– – 0.04% 219
2022
Q1 		$919K Sell
6,707
-231
-3% -$30.6K 0.04% 234
2021
Q4 		$977K Buy
6,938
+150
+2% +$19.9K 0.04% 231
2021
Q3 		$864K Buy
6,788
+45
+0.7% +$5.95K 0.04% 250
2021
Q2 		$849K Buy
6,743
+160
+2% +$19.6K 0.04% 253
2021
Q1 		$768K Sell
6,583
-155
-2% -$17.9K 0.04% 248
2020
Q4 		$764K Buy
6,738
+515
+8% +$56.2K 0.04% 247
2020
Q3 		$656K Buy
6,223
+428
+7% +$45K 0.05% 223
2020
Q2 		$580K Sell
5,795
-84
-1% -$8.29K 0.03% 241
2020
Q1 		$521K Sell
5,879
-8,829
-60% -$858K 0.04% 258
2019
Q4 		$1.5M Buy
14,708
+238
+2% +$22.9K 0.08% 160
2019
Q3 		$1.3M Sell
14,470
-5,223
-27% -$477K 0.06% 190
2019
Q2 		$1.82M Buy
19,693
+725
+4% +$65.2K 0.09% 163
2019
Q1 		$1.74M Buy
18,968
+2,157
+13% +$194K 0.08% 168
2018
Q4 		$1.45M Sell
16,811
-2,106
-11% -$191K 0.08% 173
2018
Q3 		$1.8M Buy
18,917
+86
+0.5% +$7.77K 0.08% 174
2018
Q2 		$1.57M Buy
18,831
+379
+2% +$31.4K 0.07% 169
2018
Q1 		$1.5M Buy
18,452
+996
+6% +$84.8K 0.07% 169
2017
Q4 		$1.44M Sell
17,456
-6,808
-28% -$561K 0.07% 179
2017
Q3 		$1.98M Buy
24,264
+2,788
+13% +$224K 0.1% 133
2017
Q2 		$1.7M Buy
21,476
+5,540
+35% +$422K 0.09% 145
2017
Q1 		$1.19M Buy
15,936
+5,944
+59% +$433K 0.06% 184
2016
Q4 		$689K Buy
9,992
+3,149
+46% +$219K 0.04% 228
2016
Q3 		$493K Buy
6,843
+96
+1% +$7.07K 0.03% 251
2016
Q2 		$484K Buy
+6,747
New +$475K 0.03% 258

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ingalls & Snyder LLC's XLV Position: Q1 2026 in Review

Ingalls & Snyder LLC reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.7% in Q1 2026, selling an estimated $38.6K and leaving 9,094 shares worth $1.33M. The position accounts for 0.05% of the portfolio, ranked #194.

Ingalls & Snyder LLC first reported a position in XLV in Q2 2016 and has held it in 40 quarters since. The position peaked at $1.98M in Q3 2017. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Ingalls & Snyder LLC held 9,094 shares of State Street Health Care Select Sector SPDR ETF worth $1.33M as of Q1 2026.
  • Ingalls & Snyder LLC sold 250 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $38.6K.
  • State Street Health Care Select Sector SPDR ETF made up 0.05% of Ingalls & Snyder LLC's portfolio in Q1 2026, its #194 holding.
  • Ingalls & Snyder LLC first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2016 and has held it in 40 quarters since.
  • Ingalls & Snyder LLC's State Street Health Care Select Sector SPDR ETF position peaked at $1.98M in Q3 2017.
  • 1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Ingalls & Snyder LLC's 13F filing for Q1 2026, filed 13 May 2026.