Perkins Coie Trust Company’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Perkins Coie Trust Company’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	$99.5K	Hold	627	–	–	0.02%	138
2026 Q1	$91.9K	Hold	627	–	–	0.02%	136
2025 Q4	$97.1K	Hold	627	–	–	0.02%	139
2025 Q3	$87.3K	Hold	627	–	–	0.02%	136
2025 Q2	$84.5K	Hold	627	–	–	0.01%	162
2025 Q1	$91.5K	Hold	627	–	–	0.02%	152
2024 Q4	$86.3K	Hold	627	–	–	0.02%	150
2024 Q3	$96.6K	Hold	627	–	–	0.02%	157
2024 Q2	$91.4K	Hold	627	–	–	0.02%	155
2024 Q1	$92.6K	Hold	627	–	–	0.02%	135
2023 Q4	$85.5K	Hold	627	–	–	0.02%	138
2023 Q3	$80.7K	Hold	627	–	–	0.02%	140
2023 Q2	$83.2K	Hold	627	–	–	0.02%	112
2023 Q1	$81.2K	Hold	627	–	–	0.02%	109
2022 Q4	$85.2K	Hold	627	–	–	0.03%	103
2022 Q3	$76K	Hold	627	–	–	0.03%	108
2022 Q2	$80K	Hold	627	–	–	0.03%	106
2022 Q1	$86K	Buy	627 +327	+109%	+$43.3K	0.03%	112
2021 Q4	$42K	Hold	300	–	–	0.01%	150
2021 Q3	$38K	Hold	300	–	–	0.01%	167
2021 Q2	$38K	Hold	300	–	–	0.01%	171
2021 Q1	$35K	Hold	300	–	–	0.01%	168
2020 Q4	$34K	Hold	300	–	–	0.01%	171
2020 Q3	$32K	Hold	300	–	–	0.01%	164
2020 Q2	$30K	Sell	300 -700	-70%	-$69.1K	0.01%	171
2020 Q1	$89K	Sell	1,000 -234	-19%	-$22.7K	0.05%	121
2019 Q4	$126K	Hold	1,234	–	–	0.05%	115
2019 Q3	$111K	Hold	1,234	–	–	0.05%	122
2019 Q2	$114K	Sell	1,234 -250	-17%	-$22.5K	0.05%	110
2019 Q1	$136K	Hold	1,484	–	–	0.06%	102
2018 Q4	$128K	Hold	1,484	–	–	0.07%	101
2018 Q3	$141K	Sell	1,484 -500	-25%	-$45.2K	0.07%	109
2018 Q2	$166K	Hold	1,984	–	–	0.08%	100
2018 Q1	$161K	Buy	1,984 +1,200	+153%	+$102K	0.08%	99
2017 Q4	$65K	Hold	784	–	–	0.03%	147
2017 Q3	$64K	Sell	784 -120	-13%	-$9.64K	0.03%	148
2017 Q2	$72K	Hold	904	–	–	0.04%	140
2017 Q1	$67K	Sell	904 -100	-10%	-$7.29K	0.04%	133
2016 Q4	$69K	Hold	1,004	–	–	0.04%	130
2016 Q3	$72K	Hold	1,004	–	–	0.05%	117
2016 Q2	$72K	Hold	1,004	–	–	0.05%	116
2016 Q1	$68K	Hold	1,004	–	–	0.05%	117
2015 Q4	$72K	Hold	1,004	–	–	0.05%	104
2015 Q3	$66K	Hold	1,004	–	–	0.05%	106
2015 Q2	$75K	Hold	1,004	–	–	0.06%	107
2015 Q1	$73K	Buy	1,004 +650	+184%	+$46.4K	0.06%	105
2014 Q4	$24K	Hold	354	–	–	0.02%	160
2014 Q3	$23K	Buy	+354	New	+$22.2K	0.02%	161

Other funds holding XLV

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

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

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Perkins Coie Trust Company's XLV Position: Q2 2026 in Review

Perkins Coie Trust Company held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 627 shares worth $99.5K. The position accounts for 0.02% of the portfolio, ranked #138.

Perkins Coie Trust Company first reported a position in XLV in Q3 2014 and has held it in 48 quarters since. The position peaked at $166K in Q2 2018. 607 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Perkins Coie Trust Company held 627 shares of State Street Health Care Select Sector SPDR ETF worth $99.5K as of Q2 2026.
Perkins Coie Trust Company left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.02% of Perkins Coie Trust Company's portfolio in Q2 2026, its #138 holding.
Perkins Coie Trust Company first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2014 and has held it in 48 quarters since.
Perkins Coie Trust Company's State Street Health Care Select Sector SPDR ETF position peaked at $166K in Q2 2018.
607 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Perkins Coie Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.