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

Loudon 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 Q1	–	Sell	-6,745	Closed	-$1.04M	–	98
2025 Q4	$1.04M	Buy	+6,745	New	+$1.01M	0.55%	47
2022 Q2	–	Sell	-1,518	Closed	-$208K	–	91
2022 Q1	$208K	Sell	1,518 -504	-25%	-$66.7K	0.14%	89
2021 Q4	$285K	Sell	2,022 -505	-20%	-$67.1K	0.18%	83
2021 Q3	$322K	Buy	+2,527	New	+$334K	0.23%	74
2021 Q2	–	Sell	-3,178	Closed	-$371K	–	86
2021 Q1	$371K	Sell	3,178 -52	-2%	-$6K	0.27%	64
2020 Q4	$366K	Sell	3,230 -622	-16%	-$67.9K	0.29%	57
2020 Q3	$406K	Buy	+3,852	New	+$405K	0.34%	55

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

Loudon Investment Management's XLV Position: Q1 2026 in Review

Loudon Investment Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 6,745 shares — an estimated $1.04M sold.

Loudon Investment Management first reported a position in XLV in Q3 2020 and held it in 7 quarters. The position peaked at $1.04M in Q4 2025. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Loudon Investment Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Loudon Investment Management sold 6,745 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $1.04M.
Loudon Investment Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2020 and held it in 7 quarters.
Loudon Investment Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.04M in Q4 2025.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Loudon Investment Management's 13F filing for Q1 2026, filed 11 May 2026.