SYM Financial Corp’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
Q3 | $194K | Hold |
1,149
| – | – | 0.01% | 417 |
|
|
2026
Q2 | $182K | Buy |
1,149
+296
| +35% | +$44K | 0.01% | 386 |
|
|
2026
Q1 | $125K | Sell |
853
-128
| -13% | -$19.7K | 0.01% | 336 |
|
|
2025
Q4 | $152K | Sell |
981
-480
| -33% | -$71.9K | 0.02% | 336 |
|
|
2025
Q3 | $203K | Sell |
1,461
-54
| -4% | -$7.31K | 0.02% | 317 |
|
|
2025
Q2 | $204K | Sell |
1,515
-15
| -1% | -$2.03K | 0.02% | 307 |
|
|
2025
Q1 | $223K | Sell |
1,530
-23
| -1% | -$3.34K | 0.03% | 240 |
|
|
2024
Q4 | $214K | Buy |
1,553
+170
| +12% | +$24.9K | 0.03% | 222 |
|
|
2024
Q3 | $213K | Hold |
1,383
| – | – | 0.03% | 167 |
|
|
2024
Q2 | $202K | Hold |
1,383
| – | – | 0.03% | 158 |
|
|
2024
Q1 | $204K | Hold |
1,383
| – | – | 0.03% | 94 |
|
|
2023
Q4 | $189K | Sell |
1,383
-315
| -19% | -$41K | 0.03% | 104 |
|
|
2023
Q3 | $219K | Hold |
1,698
| – | – | 0.04% | 85 |
|
|
2023
Q2 | $225K | Sell |
1,698
-455
| -21% | -$60K | 0.05% | 56 |
|
|
2023
Q1 | $279K | Buy |
2,153
+140
| +7% | +$18.3K | 0.06% | 45 |
|
|
2022
Q4 | $273K | Hold |
2,013
| – | – | 0.07% | 51 |
|
|
2022
Q3 | $244K | Hold |
2,013
| – | – | 0.12% | 50 |
|
|
2022
Q2 | $258K | Buy |
2,013
+315
| +19% | +$41.3K | 0.12% | 48 |
|
|
2022
Q1 | $233K | Buy |
1,698
+315
| +23% | +$41.7K | 0.1% | 52 |
|
|
2021
Q4 | $195K | Hold |
1,383
| – | – | 0.08% | 54 |
|
|
2021
Q3 | $176K | Hold |
1,383
| – | – | 0.1% | 54 |
|
|
2021
Q2 | $174K | Hold |
1,383
| – | – | 0.1% | 49 |
|
|
2021
Q1 | $161K | Buy |
1,383
+476
| +52% | +$54.9K | 0.09% | 50 |
|
|
2020
Q4 | $103K | Sell |
907
-128
| -12% | -$14K | 0.08% | 51 |
|
|
2020
Q3 | $109K | Buy |
1,035
+128
| +14% | +$13.5K | 0.08% | 44 |
|
|
2020
Q2 | $91K | Hold |
907
| – | – | 0.07% | 43 |
|
|
2020
Q1 | $80K | Sell |
907
-110
| -11% | -$10.7K | 0.08% | 49 |
|
|
2019
Q4 | $104K | Buy |
1,017
+110
| +12% | +$10.6K | 0.07% | 59 |
|
|
2019
Q3 | $82K | Hold |
907
| – | – | 0.05% | 50 |
|
|
2019
Q2 | $84K | Hold |
907
| – | – | 0.05% | 52 |
|
|
2019
Q1 | $83K | Sell |
907
-8
| -0.9% | -$721 | 0.05% | 51 |
|
|
2018
Q4 | $79K | Buy |
915
+8
| +0.9% | +$724 | 0.03% | 54 |
|
|
2018
Q3 | $86K | Hold |
907
| – | – | 0.05% | 59 |
|
|
2018
Q2 | $76K | Buy |
+907
| New | +$75.2K | 0.05% | 43 |
|
|
2018
Q1 | – | Sell |
-82
| Closed | -$7K | – | 82 |
|
|
2017
Q4 | $7K | Buy |
+82
| New | +$6.76K | ﹤0.01% | 70 |
|
Other funds holding XLV
SYM Financial Corp's XLV Position: Q3 2026 in Review
SYM Financial Corp held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q3 2026 at 1,149 shares worth $194K. The position accounts for 0.01% of the portfolio, ranked #417.
SYM Financial Corp first reported a position in XLV in Q4 2017 and has held it in 35 quarters since. The position peaked at $279K in Q1 2023. 1,191 funds tracked by Wall St. Rank hold XLV as of Q3 2026.
- SYM Financial Corp held 1,149 shares of State Street Health Care Select Sector SPDR ETF worth $194K as of Q3 2026.
- SYM Financial Corp left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q3 2026.
- State Street Health Care Select Sector SPDR ETF made up 0.01% of SYM Financial Corp's portfolio in Q3 2026, its #417 holding.
- SYM Financial Corp first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2017 and has held it in 35 quarters since.
- SYM Financial Corp's State Street Health Care Select Sector SPDR ETF position peaked at $279K in Q1 2023.
- 1,191 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.
Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.