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 Q3	$15M	Buy	88,838 +1,031	+1%	+$172K	0.64%	45
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	$9.7M	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	$9.8M	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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Lowe Brockenbrough & Co's XLV Position: Q3 2026 in Review

Lowe Brockenbrough & Co increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.2% in Q3 2026, buying an estimated $172K and bringing the position to 88,838 shares worth $15M. The position accounts for 0.64% of the portfolio, ranked #45.

Lowe Brockenbrough & Co first reported a position in XLV in Q1 2021 and has held it in 23 quarters since. 1,732 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

Lowe Brockenbrough & Co held 88,838 shares of State Street Health Care Select Sector SPDR ETF worth $15M as of Q3 2026.
Lowe Brockenbrough & Co bought 1,031 State Street Health Care Select Sector SPDR ETF shares in Q3 2026, an estimated $172K.
State Street Health Care Select Sector SPDR ETF made up 0.64% of Lowe Brockenbrough & Co's portfolio in Q3 2026, its #45 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 23 quarters since.
1,732 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q3 2026, filed 9 Nov 2026.