MF
XLV icon

Meridian Financial’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Meridian Financial’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 		$580K Sell
3,658
-62
-2% -$9.22K 0.28% 70
2026
Q1 		$545K Sell
3,720
-213
-5% -$32.9K 0.3% 68
2025
Q4 		$609K Buy
3,933
+32
+0.8% +$4.79K 0.33% 60
2025
Q3 		$543K Sell
3,901
-901
-19% -$122K 0.31% 62
2025
Q2 		$647K Buy
4,802
+138
+3% +$18.6K 0.42% 49
2025
Q1 		$681K Buy
4,664
+81
+2% +$11.8K 0.48% 44
2024
Q4 		$630K Buy
4,583
+105
+2% +$15.4K 0.44% 46
2024
Q3 		$690K Buy
4,478
+115
+3% +$17.4K 0.46% 45
2024
Q2 		$636K Buy
4,363
+88
+2% +$12.6K 0.46% 45
2024
Q1 		$631K Buy
4,275
+21
+0.5% +$3.01K 0.47% 45
2023
Q4 		$580K Buy
4,254
+200
+5% +$26K 0.46% 44
2023
Q3 		$522K Buy
4,054
+225
+6% +$29.9K 0.49% 42
2023
Q2 		$508K Buy
3,829
+11
+0.3% +$1.45K 0.46% 45
2023
Q1 		$494K Buy
3,818
+165
+5% +$21.6K 0.48% 44
2022
Q4 		$496K Buy
3,653
+100
+3% +$13.3K 0.52% 44
2022
Q3 		$430K Buy
3,553
+143
+4% +$18.4K 0.5% 46
2022
Q2 		$437K Buy
3,410
+460
+16% +$60.3K 0.49% 45
2022
Q1 		$404K Buy
2,950
+56
+2% +$7.41K 0.42% 51
2021
Q4 		$408K Buy
+2,894
New +$384K 0.38% 53

Other funds holding XLV

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Meridian Financial's XLV Position: Q2 2026 in Review

Meridian Financial reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.7% in Q2 2026, selling an estimated $9.22K and leaving 3,658 shares worth $580K. The position accounts for 0.28% of the portfolio, ranked #70.

Meridian Financial first reported a position in XLV in Q4 2021 and has held it in 19 quarters since. The position peaked at $690K in Q3 2024. 882 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Meridian Financial held 3,658 shares of State Street Health Care Select Sector SPDR ETF worth $580K as of Q2 2026.
  • Meridian Financial sold 62 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $9.22K.
  • State Street Health Care Select Sector SPDR ETF made up 0.28% of Meridian Financial's portfolio in Q2 2026, its #70 holding.
  • Meridian Financial first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
  • Meridian Financial's State Street Health Care Select Sector SPDR ETF position peaked at $690K in Q3 2024.
  • 882 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.