Lowe Brockenbrough & Co’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Lowe Brockenbrough & Co’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	$13.9M	Buy	87,807 +3,603	+4%	+$536K	0.62%	43
2026 Q1	$12.3M	Buy	84,204 +2,203	+3%	+$340K	0.62%	43
2025 Q4	$12.7M	Buy	82,001 +5,131	+7%	+$768K	0.63%	45
2025 Q3	$10.7M	Buy	76,870 +4,813	+7%	+$651K	0.55%	49
2025 Q2	$9.71M	Sell	72,057 -5,362	-7%	-$724K	0.55%	53
2025 Q1	$11.3M	Buy	77,419 +5,830	+8%	+$847K	0.74%	44
2024 Q4	$9.85M	Buy	71,589 +39,360	+122%	+$5.76M	0.63%	48
2024 Q3	$4.96M	Buy	32,229 +29,994	+1,342%	+$4.55M	0.32%	81
2024 Q2	$326K	Buy	2,235 +410	+22%	+$58.8K	0.02%	234
2024 Q1	$270K	Hold	1,825	–	–	0.02%	245
2023 Q4	$249K	Hold	1,825	–	–	0.02%	247
2023 Q3	$235K	Hold	1,825	–	–	0.02%	251
2023 Q2	$242K	Hold	1,825	–	–	0.02%	254
2023 Q1	$236K	Hold	1,825	–	–	0.02%	253
2022 Q4	$248K	Hold	1,825	–	–	0.02%	243
2022 Q3	$221K	Sell	1,825 -743	-29%	-$95.7K	0.02%	241
2022 Q2	$329K	Hold	2,568	–	–	0.03%	230
2022 Q1	$352K	Hold	2,568	–	–	0.03%	229
2021 Q4	$362K	Buy	2,568 +743	+41%	+$98.7K	0.03%	216
2021 Q3	$232K	Hold	1,825	–	–	0.02%	260
2021 Q2	$230K	Hold	1,825	–	–	0.02%	215
2021 Q1	$213K	Buy	+1,825	New	+$211K	0.02%	214

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Lowe Brockenbrough & Co's XLV Position: Q2 2026 in Review

Lowe Brockenbrough & Co increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 4.3% in Q2 2026, buying an estimated $536K and bringing the position to 87,807 shares worth $13.9M. The position accounts for 0.62% of the portfolio, ranked #43.

Lowe Brockenbrough & Co first reported a position in XLV in Q1 2021 and has held it in 22 quarters since. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Lowe Brockenbrough & Co held 87,807 shares of State Street Health Care Select Sector SPDR ETF worth $13.9M as of Q2 2026.
Lowe Brockenbrough & Co bought 3,603 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $536K.
State Street Health Care Select Sector SPDR ETF made up 0.62% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #43 holding.
Lowe Brockenbrough & Co first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.