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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Midwest Trust's XLV Position: Q1 2026 in Review

Midwest Trust increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 4.1% in Q1 2026, buying an estimated $208K and bringing the position to 34,096 shares worth $5M. The position accounts for 0.06% of the portfolio, ranked #208.

Midwest Trust first reported a position in XLV in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.07M in Q4 2025. 1,803 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Midwest Trust held 34,096 shares of State Street Health Care Select Sector SPDR ETF worth $5M as of Q1 2026.
  • Midwest Trust bought 1,351 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $208K.
  • State Street Health Care Select Sector SPDR ETF made up 0.06% of Midwest Trust's portfolio in Q1 2026, its #208 holding.
  • Midwest Trust first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2025 and has held it in 4 quarters since.
  • Midwest Trust's State Street Health Care Select Sector SPDR ETF position peaked at $5.07M in Q4 2025.
  • 1,803 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.