Iyo Bank’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Iyo Bank’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	–	Sell	-6,497	Closed	-$1.01M	–	42
2025 Q4	$1.01M	Buy	6,497 +4,212	+184%	+$631K	0.32%	33
2025 Q3	$318K	Hold	2,285	–	–	0.12%	41
2025 Q2	$308K	Sell	2,285 -25,126	-92%	-$3.39M	0.12%	41
2025 Q1	$4M	Buy	+27,411	New	+$3.98M	1.29%	26
2022 Q1	–	Sell	-33,400	Closed	-$4.71M	–	42
2021 Q4	$4.71M	Buy	+33,400	New	+$4.43M	1.44%	19

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Iyo Bank's XLV Position: Q1 2026 in Review

Iyo Bank sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 6,497 shares — an estimated $1.01M sold.

Iyo Bank first reported a position in XLV in Q4 2021 and held it in 5 quarters. The position peaked at $4.71M in Q4 2021. 1,807 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Iyo Bank reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Iyo Bank sold 6,497 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $1.01M.
Iyo Bank first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and held it in 5 quarters.
Iyo Bank's State Street Health Care Select Sector SPDR ETF position peaked at $4.71M in Q4 2021.
1,807 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Iyo Bank's 13F filing for Q1 2026, filed 13 May 2026.