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

Simmons 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 Q1	$5.15M	Sell	35,106 -3,540	-9%	-$546K	0.34%	69
2025 Q4	$5.98M	Sell	38,646 -1,365	-3%	-$204K	0.4%	62
2025 Q3	$5.57M	Sell	40,011 -142	-0.4%	-$19.2K	0.37%	67
2025 Q2	$5.41M	Sell	40,153 -773	-2%	-$104K	0.39%	63
2025 Q1	$5.98M	Sell	40,926 -218	-0.5%	-$31.7K	0.45%	57
2024 Q4	$5.66M	Sell	41,144 -1,308	-3%	-$191K	0.41%	62
2024 Q3	$6.54M	Sell	42,452 -254	-0.6%	-$38.5K	0.47%	58
2024 Q2	$6.22M	Sell	42,706 -658	-2%	-$94.4K	0.47%	57
2024 Q1	$6.41M	Buy	43,364 +1,399	+3%	+$201K	0.48%	52
2023 Q4	$5.72M	Sell	41,965 -4,345	-9%	-$565K	0.47%	55
2023 Q3	$5.96M	Buy	46,310 +790	+2%	+$105K	0.53%	48
2023 Q2	$6.04M	Buy	45,520 +1,790	+4%	+$236K	0.51%	53
2023 Q1	$5.66M	Buy	43,730 +2,399	+6%	+$313K	0.48%	58
2022 Q4	$5.61M	Buy	41,331 +3,729	+10%	+$494K	0.48%	56
2022 Q3	$4.55M	Buy	37,602 +406	+1%	+$52.3K	0.42%	62
2022 Q2	$4.77M	Buy	37,196 +1,304	+4%	+$171K	0.42%	64
2022 Q1	$4.92M	Sell	35,892 -2,139	-6%	-$283K	0.37%	74
2021 Q4	$5.36M	Buy	38,031 +2,575	+7%	+$342K	0.38%	69
2021 Q3	$4.51M	Buy	35,456 +2,041	+6%	+$270K	0.33%	77
2021 Q2	$4.21M	Sell	33,415 -1,375	-4%	-$169K	0.3%	83
2021 Q1	$4.06M	Buy	34,790 +2,533	+8%	+$292K	0.31%	81
2020 Q4	$3.66M	Sell	32,257 -84	-0.3%	-$9.17K	0.29%	82
2020 Q3	$3.41M	Sell	32,341 -1,345	-4%	-$142K	0.28%	84
2020 Q2	$3.37M	Sell	33,686 -3,707	-10%	-$366K	0.28%	86
2020 Q1	$3.31M	Buy	37,393 +5,330	+17%	+$518K	0.29%	75
2019 Q4	$3.27M	Buy	32,063 +291	+0.9%	+$28K	0.29%	80
2019 Q3	$2.86M	Buy	31,772 +6,351	+25%	+$580K	0.28%	83
2019 Q2	$2.35M	Buy	25,421 +2,307	+10%	+$207K	0.23%	101
2019 Q1	$2.12M	Buy	23,114 +458	+2%	+$41.3K	0.21%	107
2018 Q4	$1.96M	Sell	22,656 -411	-2%	-$37.2K	0.22%	99
2018 Q3	$2.19M	Buy	23,067 +649	+3%	+$58.6K	0.22%	103
2018 Q2	$1.87M	Sell	22,418 -661	-3%	-$54.8K	0.17%	119
2018 Q1	$1.88M	Buy	23,079 +1,351	+6%	+$115K	0.17%	109
2017 Q4	$1.8M	Sell	21,728 -252	-1%	-$20.8K	0.18%	110
2017 Q3	$1.8M	Buy	21,980 +1,150	+6%	+$92.4K	0.19%	114
2017 Q2	$1.65M	Sell	20,830 -747	-3%	-$56.9K	0.19%	107
2017 Q1	$1.6M	Buy	21,577 +1,162	+6%	+$84.7K	0.18%	104
2016 Q4	$1.41M	Buy	20,415 +1,143	+6%	+$79.4K	0.16%	124
2016 Q3	$1.39M	Sell	19,272 -5,172	-21%	-$381K	0.15%	122
2016 Q2	$1.75M	Buy	24,444 +266	+1%	+$18.7K	0.2%	102
2016 Q1	$1.64M	Buy	+24,178	New	+$1.62M	0.18%	112

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Simmons Bank's XLV Position: Q1 2026 in Review

Simmons Bank reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 9.2% in Q1 2026, selling an estimated $546K and leaving 35,106 shares worth $5.15M. The position accounts for 0.34% of the portfolio, ranked #69.

Simmons Bank first reported a position in XLV in Q1 2016 and has held it in 41 quarters since. The position peaked at $6.54M in Q3 2024. 1,803 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Simmons Bank held 35,106 shares of State Street Health Care Select Sector SPDR ETF worth $5.15M as of Q1 2026.
Simmons Bank sold 3,540 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $546K.
State Street Health Care Select Sector SPDR ETF made up 0.34% of Simmons Bank's portfolio in Q1 2026, its #69 holding.
Simmons Bank first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2016 and has held it in 41 quarters since.
Simmons Bank's State Street Health Care Select Sector SPDR ETF position peaked at $6.54M in Q3 2024.
1,803 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Simmons Bank's 13F filing for Q1 2026, filed 23 Apr 2026.