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

STAR Financial 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	$262K	Sell	1,784 -15	-0.8%	-$2.31K	0.12%	87
2025 Q4	$278K	Hold	1,799	–	–	0.14%	91
2025 Q3	$250K	Hold	1,799	–	–	0.15%	103
2025 Q2	$242K	Sell	1,799 -228	-11%	-$30.8K	0.15%	95
2025 Q1	$296K	Sell	2,027 -25	-1%	-$3.63K	0.22%	80
2024 Q4	$282K	Sell	2,052 -33	-2%	-$4.83K	0.2%	84
2024 Q3	$321K	Hold	2,085	–	–	0.22%	92
2024 Q2	$304K	Buy	2,085 +25	+1%	+$3.59K	0.23%	91
2024 Q1	$304K	Hold	2,060	–	–	0.26%	81
2023 Q4	$281K	Hold	2,060	–	–	0.26%	80
2023 Q3	$265K	Hold	2,060	–	–	0.27%	77
2023 Q2	$273K	Hold	2,060	–	–	0.26%	79
2023 Q1	$267K	Hold	2,060	–	–	0.26%	84
2022 Q4	$280K	Buy	+2,060	New	+$273K	0.28%	78

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

STAR Financial Bank's XLV Position: Q1 2026 in Review

STAR Financial Bank reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.83% in Q1 2026, selling an estimated $2.31K and leaving 1,784 shares worth $262K. The position accounts for 0.12% of the portfolio, ranked #87.

STAR Financial Bank first reported a position in XLV in Q4 2022 and has held it in 14 quarters since. The position peaked at $321K in Q3 2024. 1,807 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

STAR Financial Bank held 1,784 shares of State Street Health Care Select Sector SPDR ETF worth $262K as of Q1 2026.
STAR Financial Bank sold 15 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $2.31K.
State Street Health Care Select Sector SPDR ETF made up 0.12% of STAR Financial Bank's portfolio in Q1 2026, its #87 holding.
STAR Financial Bank first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
STAR Financial Bank's State Street Health Care Select Sector SPDR ETF position peaked at $321K in Q3 2024.
1,807 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on STAR Financial Bank's 13F filing for Q1 2026, filed 8 May 2026.