Midwest Trust’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Midwest Trust’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	$5.3M	Sell	31,460 -469	-1%	-$78.2K	0.06%	206
2026 Q2	$5.07M	Sell	31,929 -2,167	-6%	-$322K	0.06%	213
2026 Q1	$5M	Buy	34,096 +1,351	+4%	+$208K	0.06%	208
2025 Q4	$5.07M	Buy	32,745 +303	+0.9%	+$45.4K	0.06%	211
2025 Q3	$4.51M	Sell	32,442 -462	-1%	-$62.5K	0.06%	215
2025 Q2	$4.44M	Buy	+32,904	New	+$4.44M	0.06%	213

Other funds holding XLV

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Element Pointe Advisors Miami, Florida $709M AUM 14.96% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Midwest Trust's XLV Position: Q3 2026 in Review

Midwest Trust reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.5% in Q3 2026, selling an estimated $78.2K and leaving 31,460 shares worth $5.3M. The position accounts for 0.06% of the portfolio, ranked #206.

Midwest Trust first reported a position in XLV in Q2 2025 and has held it in 6 quarters since. 734 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

Midwest Trust held 31,460 shares of State Street Health Care Select Sector SPDR ETF worth $5.3M as of Q3 2026.
Midwest Trust sold 469 State Street Health Care Select Sector SPDR ETF shares in Q3 2026, an estimated $78.2K.
State Street Health Care Select Sector SPDR ETF made up 0.06% of Midwest Trust's portfolio in Q3 2026, its #206 holding.
Midwest Trust first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2025 and has held it in 6 quarters since.
734 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.