Patriot Investment Management Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Patriot Investment Management Group’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	$287K	Sell	1,810 -200	-10%	-$29.8K	0.02%	207
2026 Q1	$295K	Sell	2,010 -264	-12%	-$40.7K	0.02%	203
2025 Q4	$352K	Buy	2,274 +12	+0.5%	+$1.8K	0.02%	189
2025 Q3	$315K	Buy	2,262 +1	+0%	+$135	0.02%	200
2025 Q2	$305K	Buy	2,261 +1	+0%	+$135	0.02%	200
2025 Q1	$330K	Hold	2,260	–	–	0.02%	187
2024 Q4	$311K	Buy	2,260 +1	+0%	+$146	0.02%	192
2024 Q3	$348K	Hold	2,259	–	–	0.03%	192
2024 Q2	$329K	Buy	2,259 +152	+7%	+$21.8K	0.03%	193
2024 Q1	$311K	Hold	2,107	–	–	0.02%	206
2023 Q4	$287K	Buy	2,107 +465	+28%	+$60.5K	0.02%	203
2023 Q3	$211K	Sell	1,642 -70	-4%	-$9.29K	0.02%	223
2023 Q2	$227K	Sell	1,712 -200	-10%	-$26.4K	0.02%	226
2023 Q1	$248K	Sell	1,912 -98	-5%	-$12.8K	0.02%	220
2022 Q4	$267K	Sell	2,010 -33	-2%	-$4.37K	0.02%	219
2022 Q3	$247K	Hold	2,043	–	–	0.03%	216
2022 Q2	$261K	Sell	2,043 -20	-1%	-$2.62K	0.03%	216
2022 Q1	$282K	Buy	2,063 +33	+2%	+$4.37K	0.02%	225
2021 Q4	$286K	Sell	2,030 -2	-0.1%	-$266	0.02%	223
2021 Q3	$258K	Hold	2,032	–	–	0.02%	220
2021 Q2	$255K	Hold	2,032	–	–	0.02%	219
2021 Q1	$237K	Buy	+2,032	New	+$235K	0.02%	216
2020 Q4	–	Sell	-2,032	Closed	-$214K	–	215
2020 Q3	$214K	Buy	2,032 +25	+1%	+$2.63K	0.03%	209
2020 Q2	$201K	Buy	+2,007	New	+$198K	0.03%	210
2020 Q1	–	Sell	-1,995	Closed	-$203K	–	227
2019 Q4	$203K	Buy	+1,995	New	+$192K	0.03%	214
2019 Q3	–	Sell	-2,170	Closed	-$201K	–	220
2019 Q2	$201K	Buy	+2,170	New	+$195K	0.03%	210

Other funds holding XLV

HIIFS

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Patriot Investment Management Group's XLV Position: Q2 2026 in Review

Patriot Investment Management Group reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 10% in Q2 2026, selling an estimated $29.8K and leaving 1,810 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #207.

Patriot Investment Management Group first reported a position in XLV in Q2 2019 and has held it in 26 quarters since. The position peaked at $352K in Q4 2025. 831 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Patriot Investment Management Group held 1,810 shares of State Street Health Care Select Sector SPDR ETF worth $287K as of Q2 2026.
Patriot Investment Management Group sold 200 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $29.8K.
State Street Health Care Select Sector SPDR ETF made up 0.02% of Patriot Investment Management Group's portfolio in Q2 2026, its #207 holding.
Patriot Investment Management Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2019 and has held it in 26 quarters since.
Patriot Investment Management Group's State Street Health Care Select Sector SPDR ETF position peaked at $352K in Q4 2025.
831 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.