Morton Community Bank’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
$2.23M Buy
15,188
+668
+5% +$103K 0.48% 89
2025
Q4
$2.25M Buy
14,520
+1,503
+12% +$225K 0.49% 90
2025
Q3
$1.88M Buy
13,017
+2,471
+23% +$334K 0.43% 93
2025
Q2
$1.42M Buy
10,546
+612
+6% +$82.6K 0.35% 90
2025
Q1
$1.45M Buy
9,934
+2,198
+28% +$319K 0.38% 90
2024
Q4
$1.06M Buy
7,736
+1,923
+33% +$281K 0.28% 95
2024
Q3
$895K Buy
5,813
+529
+10% +$80.2K 0.23% 94
2024
Q2
$770K Buy
+5,284
New +$758K 0.22% 95
2024
Q1
Sell
-5,261
Closed -$717K 115
2023
Q4
$717K Buy
+5,261
New +$684K 0.23% 94

Other funds holding XLV

Morton Community Bank's XLV Position: Q1 2026 in Review

Morton Community Bank increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 4.6% in Q1 2026, buying an estimated $103K and bringing the position to 15,188 shares worth $2.23M. The position accounts for 0.48% of the portfolio, ranked #89.

Morton Community Bank first reported a position in XLV in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.25M in Q4 2025. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Morton Community Bank held 15,188 shares of State Street Health Care Select Sector SPDR ETF worth $2.23M as of Q1 2026.
  • Morton Community Bank bought 668 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $103K.
  • State Street Health Care Select Sector SPDR ETF made up 0.48% of Morton Community Bank's portfolio in Q1 2026, its #89 holding.
  • Morton Community Bank first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 9 quarters since.
  • Morton Community Bank's State Street Health Care Select Sector SPDR ETF position peaked at $2.25M in Q4 2025.
  • 1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Morton Community Bank's 13F filing for Q1 2026, filed 14 May 2026.