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

Meridian Investment Counsel’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 		$2.89M Sell
18,205
-100
-0.5% -$14.9K 0.62% 50
2026
Q1 		$2.68M Buy
18,305
+50
+0.3% +$7.71K 0.64% 47
2025
Q4 		$2.83M Sell
18,255
-250
-1% -$37.4K 0.68% 41
2025
Q3 		$2.58M Hold
18,505
– – 0.64% 45
2025
Q2 		$2.49M Hold
18,505
– – 0.68% 42
2025
Q1 		$2.7M Sell
18,505
-135
-0.7% -$19.6K 0.8% 36
2024
Q4 		$2.56M Hold
18,640
– – 0.77% 35
2024
Q3 		$2.87M Hold
18,640
– – 0.87% 29
2024
Q2 		$2.72M Buy
18,640
+3,735
+25% +$536K 0.86% 29
2024
Q1 		$2.2M Sell
14,905
-217
-1% -$31.1K 0.73% 41
2023
Q4 		$2.06M Sell
15,122
-223
-1% -$29K 0.71% 41
2023
Q3 		$1.98M Hold
15,345
– – 0.74% 40
2023
Q2 		$2.04M Sell
15,345
-20
-0.1% -$2.64K 0.73% 42
2023
Q1 		$1.99M Hold
15,365
– – 0.76% 39
2022
Q4 		$2.09M Sell
15,365
-102
-0.7% -$13.5K 0.83% 35
2022
Q3 		$1.87M Hold
15,467
– – 0.83% 35
2022
Q2 		$1.98M Sell
15,467
-7
-0% -$918 0.82% 33
2022
Q1 		$2.12M Sell
15,474
-65
-0.4% -$8.61K 0.74% 36
2021
Q4 		$2.19M Sell
15,539
-25
-0.2% -$3.32K 0.73% 35
2021
Q3 		$1.98M Hold
15,564
– – 0.72% 38
2021
Q2 		$1.96M Sell
15,564
-50
-0.3% -$6.13K 0.69% 38
2021
Q1 		$1.82M Buy
15,614
+2
+0% +$231 0.7% 38
2020
Q4 		$1.77M Hold
15,612
– – 0.75% 35
2020
Q3 		$1.65M Hold
15,612
– – 0.8% 34
2020
Q2 		$1.56M Buy
15,612
+15
+0.1% +$1.48K 0.8% 35
2020
Q1 		$1.38M Hold
15,597
– – 0.9% 36
2019
Q4 		$1.59M Sell
15,597
-64
-0.4% -$6.15K 0.79% 41
2019
Q3 		$1.41M Hold
15,661
– – 0.77% 40
2019
Q2 		$1.45M Buy
15,661
+64
+0.4% +$5.75K 0.8% 40
2019
Q1 		$1.43M Sell
15,597
-45
-0.3% -$4.06K 0.84% 39
2018
Q4 		$1.35M Sell
15,642
-650
-4% -$58.8K 0.89% 38
2018
Q3 		$1.55M Sell
16,292
-100
-0.6% -$9.03K 0.85% 38
2018
Q2 		$1.37M Hold
16,392
– – 0.77% 43
2018
Q1 		$1.33M Sell
16,392
-850
-5% -$72.4K 0.76% 43
2017
Q4 		$1.43M Sell
17,242
-100
-0.6% -$8.24K 0.77% 41
2017
Q3 		$1.42M Buy
17,342
+5
+0% +$402 0.82% 40
2017
Q2 		$1.37M Buy
17,337
+8
+0% +$610 0.82% 41
2017
Q1 		$1.29M Buy
17,329
+8
+0% +$583 0.79% 43
2016
Q4 		$1.19M Sell
17,321
-1,241
-7% -$86.2K 0.8% 42
2016
Q3 		$1.34M Buy
18,562
+8
+0% +$589 0.9% 36
2016
Q2 		$1.33M Sell
18,554
-291
-2% -$20.5K 0.9% 37
2016
Q1 		$1.28M Sell
18,845
-493
-3% -$33K 0.89% 35
2015
Q4 		$1.39M Sell
19,338
-191
-1% -$13.5K 1.02% 34
2015
Q3 		$1.29M Buy
19,529
+12
+0.1% +$877 1.06% 32
2015
Q2 		$1.45M Sell
19,517
-994
-5% -$73.7K 1.04% 32
2015
Q1 		$1.49M Sell
20,511
-741
-3% -$52.9K 1.03% 30
2014
Q4 		$1.45M Buy
21,252
+12
+0.1% +$803 1.05% 30
2014
Q3 		$1.36M Buy
21,240
+223
+1% +$14K 1.01% 33
2014
Q2 		$1.28M Sell
21,017
-188
-0.9% -$11K 0.99% 33
2014
Q1 		$1.24M Buy
21,205
+13
+0.1% +$749 1.06% 30
2013
Q4 		$1.18M Buy
+21,192
New +$1.13M 1% 32

Other funds holding XLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Citigroup
Citigroup New York $303B AUM 53.02% 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

Meridian Investment Counsel's XLV Position: Q2 2026 in Review

Meridian Investment Counsel reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.55% in Q2 2026, selling an estimated $14.9K and leaving 18,205 shares worth $2.89M. The position accounts for 0.62% of the portfolio, ranked #50.

Meridian Investment Counsel first reported a position in XLV in Q4 2013 and has held it in 51 quarters since. 924 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Meridian Investment Counsel held 18,205 shares of State Street Health Care Select Sector SPDR ETF worth $2.89M as of Q2 2026.
  • Meridian Investment Counsel sold 100 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $14.9K.
  • State Street Health Care Select Sector SPDR ETF made up 0.62% of Meridian Investment Counsel's portfolio in Q2 2026, its #50 holding.
  • Meridian Investment Counsel first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2013 and has held it in 51 quarters since.
  • 924 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Meridian Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.