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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Midwest Trust's XLV Position: Q2 2026 in Review

Midwest Trust reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 6.4% in Q2 2026, selling an estimated $322K and leaving 31,929 shares worth $5.07M. The position accounts for 0.06% of the portfolio, ranked #213.

Midwest Trust first reported a position in XLV in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.07M in Q4 2025. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Midwest Trust held 31,929 shares of State Street Health Care Select Sector SPDR ETF worth $5.07M as of Q2 2026.
Midwest Trust sold 2,167 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $322K.
State Street Health Care Select Sector SPDR ETF made up 0.06% of Midwest Trust's portfolio in Q2 2026, its #213 holding.
Midwest Trust first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2025 and has held it in 5 quarters since.
Midwest Trust's State Street Health Care Select Sector SPDR ETF position peaked at $5.07M in Q4 2025.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.