SYM Financial Corp’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

SYM Financial Corp’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	$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

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

SYM Financial Corp's XLV Position: Q1 2026 in Review

SYM Financial Corp reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 13% in Q1 2026, selling an estimated $19.7K and leaving 853 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #336.

SYM Financial Corp first reported a position in XLV in Q4 2017 and has held it in 33 quarters since. The position peaked at $279K in Q1 2023. 1,805 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

SYM Financial Corp held 853 shares of State Street Health Care Select Sector SPDR ETF worth $125K as of Q1 2026.
SYM Financial Corp sold 128 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $19.7K.
State Street Health Care Select Sector SPDR ETF made up 0.01% of SYM Financial Corp's portfolio in Q1 2026, its #336 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 33 quarters since.
SYM Financial Corp's State Street Health Care Select Sector SPDR ETF position peaked at $279K in Q1 2023.
1,805 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

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