Loring Wolcott & Coolidge Fiduciary Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	–	Sell	-3,936	Closed	-$580K	–	589
2026 Q1	$580K	Hold	3,936	–	–	0.01%	220
2025 Q4	$612K	Sell	3,936 -1,764	-31%	-$264K	0.01%	219
2025 Q3	$832K	Buy	+5,700	New	+$771K	0.01%	190
2023 Q4	–	Sell	-825	Closed	-$105K	–	611
2023 Q3	$105K	Buy	+825	New	+$110K	﹤0.01%	351
2018 Q4	–	Sell	-2,355	Closed	-$224K	–	732
2018 Q3	$224K	Hold	2,355	–	–	﹤0.01%	258
2018 Q2	$197K	Sell	2,355 -7,083	-75%	-$587K	﹤0.01%	276
2018 Q1	$768K	Buy	9,438 +2,553	+37%	+$217K	0.01%	178
2017 Q4	$569K	Hold	6,885	–	–	0.01%	194
2017 Q3	$563K	Buy	+6,885	New	+$553K	0.01%	191

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

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

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's XLV Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026, closing a stake of 3,936 shares — an estimated $580K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in XLV in Q3 2017 and held it in 9 quarters. The position peaked at $832K in Q3 2025. 1,292 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 3,936 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $580K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2017 and held it in 9 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $832K in Q3 2025.
1,292 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.