Morton Community Bank’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Morton Community Bank’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	$2.41M	Sell	15,159 -29	-0.2%	-$4.31K	0.49%	87
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

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

Morton Community Bank's XLV Position: Q2 2026 in Review

Morton Community Bank reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.19% in Q2 2026, selling an estimated $4.31K and leaving 15,159 shares worth $2.41M. The position accounts for 0.49% of the portfolio, ranked #87.

Morton Community Bank first reported a position in XLV in Q4 2023 and has held it in 10 quarters since. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Morton Community Bank held 15,159 shares of State Street Health Care Select Sector SPDR ETF worth $2.41M as of Q2 2026.
Morton Community Bank sold 29 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $4.31K.
State Street Health Care Select Sector SPDR ETF made up 0.49% of Morton Community Bank's portfolio in Q2 2026, its #87 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 10 quarters since.
1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Morton Community Bank's 13F filing for Q2 2026, filed 14 Aug 2026.