Plimoth Trust’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
Q2
$1.47M Sell
9,237
-822
-8% -$122K 0.29% 74
2026
Q1
$1.47M Sell
10,059
-1,303
-11% -$201K 0.33% 75
2025
Q4
$1.76M Sell
11,362
-316
-3% -$47.3K 0.39% 67
2025
Q3
$1.63M Sell
11,678
-993
-8% -$134K 0.37% 69
2025
Q2
$1.71M Buy
12,671
+918
+8% +$124K 0.41% 69
2025
Q1
$1.72M Buy
11,753
+2,047
+21% +$297K 0.45% 67
2024
Q4
$1.34M Sell
9,706
-369
-4% -$54K 0.34% 75
2024
Q3
$1.55M Sell
10,075
-326
-3% -$49.4K 0.39% 72
2024
Q2
$1.52M Sell
10,401
-684
-6% -$98.1K 0.4% 69
2024
Q1
$1.64M Sell
11,085
-187
-2% -$26.8K 0.44% 66
2023
Q4
$1.54M Sell
11,272
-532
-5% -$69.2K 0.44% 67
2023
Q3
$1.52M Sell
11,804
-1,222
-9% -$162K 0.48% 68
2023
Q2
$1.73M Sell
13,026
-934
-7% -$123K 0.52% 64
2023
Q1
$1.81M Buy
13,960
+356
+3% +$46.5K 0.56% 61
2022
Q4
$1.85M Sell
13,604
-731
-5% -$96.9K 0.6% 61
2022
Q3
$1.74M Sell
14,335
-456
-3% -$58.7K 0.6% 61
2022
Q2
$1.9M Buy
14,791
+1,120
+8% +$147K 0.6% 56
2022
Q1
$1.87M Buy
13,671
+172
+1% +$22.8K 0.5% 67
2021
Q4
$1.9M Sell
13,499
-1,609
-11% -$214K 0.48% 68
2021
Q3
$1.92M Sell
15,108
-324
-2% -$42.8K 0.54% 63
2021
Q2
$1.94M Sell
15,432
-997
-6% -$122K 0.55% 59
2021
Q1
$1.92M Sell
16,429
-832
-5% -$96K 0.57% 56
2020
Q4
$1.96M Sell
17,261
-61
-0.4% -$6.66K 0.61% 55
2020
Q3
$1.83M Buy
17,322
+124
+0.7% +$13.1K 0.61% 53
2020
Q2
$1.72M Buy
17,198
+3,442
+25% +$340K 0.61% 54
2020
Q1
$1.22M Sell
13,756
-1,013
-7% -$98.4K 0.51% 58
2019
Q4
$1.5M Sell
14,769
-81
-0.5% -$7.79K 0.49% 67
2019
Q3
$1.34M Sell
14,850
-690
-4% -$63K 0.44% 74
2019
Q2
$1.44M Sell
15,540
-903
-5% -$81.2K 0.47% 70
2019
Q1
$1.51M Buy
16,443
+564
+4% +$50.9K 0.5% 66
2018
Q4
$1.37M Buy
15,879
+1,123
+8% +$102K 0.51% 62
2018
Q3
$1.4M Buy
14,756
+425
+3% +$38.4K 0.46% 67
2018
Q2
$1.2M Buy
14,331
+315
+2% +$26.1K 0.41% 78
2018
Q1
$1.14M Sell
14,016
-919
-6% -$78.3K 0.39% 79
2017
Q4
$1.24M Buy
+14,935
New +$1.23M 0.44% 74

Other funds holding XLV

Plimoth Trust's XLV Position: Q2 2026 in Review

Plimoth Trust reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 8.2% in Q2 2026, selling an estimated $122K and leaving 9,237 shares worth $1.47M. The position accounts for 0.29% of the portfolio, ranked #74.

Plimoth Trust first reported a position in XLV in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.96M in Q4 2020. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Plimoth Trust held 9,237 shares of State Street Health Care Select Sector SPDR ETF worth $1.47M as of Q2 2026.
  • Plimoth Trust sold 822 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $122K.
  • State Street Health Care Select Sector SPDR ETF made up 0.29% of Plimoth Trust's portfolio in Q2 2026, its #74 holding.
  • Plimoth Trust first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2017 and has held it in 35 quarters since.
  • Plimoth Trust's State Street Health Care Select Sector SPDR ETF position peaked at $1.96M in Q4 2020.
  • 1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Plimoth Trust's 13F filing for Q2 2026, filed 28 Jul 2026.