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

Tompkins Financial’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 Q3	$10.4K	Hold	62	–	–	﹤0.01%	466
2026 Q2	$9.84K	Hold	62	–	–	﹤0.01%	455
2026 Q1	$9.09K	Hold	62	–	–	﹤0.01%	458
2025 Q4	$9.6K	Sell	62 -52	-46%	-$7.79K	﹤0.01%	447
2025 Q3	$15.9K	Sell	114 -1	-0.9%	-$135	﹤0.01%	411
2025 Q2	$15.5K	Hold	115	–	–	﹤0.01%	411
2025 Q1	$16.8K	Sell	115 -34	-23%	-$4.94K	﹤0.01%	416
2024 Q4	$20.5K	Hold	149	–	–	﹤0.01%	387
2024 Q3	$22.9K	Sell	149 -13	-8%	-$1.97K	﹤0.01%	400
2024 Q2	$23.6K	Sell	162 -89	-35%	-$12.8K	﹤0.01%	414
2024 Q1	$37.1K	Buy	251 +89	+55%	+$12.8K	﹤0.01%	382
2023 Q4	$22.1K	Hold	162	–	–	﹤0.01%	418
2023 Q3	$20.9K	Sell	162 -9	-5%	-$1.2K	﹤0.01%	403
2023 Q2	$22.7K	Hold	171	–	–	﹤0.01%	405
2023 Q1	$22.1K	Sell	171 -44	-20%	-$5.75K	﹤0.01%	411
2022 Q4	$29K	Hold	215	–	–	﹤0.01%	390
2022 Q3	$26K	Hold	215	–	–	﹤0.01%	395
2022 Q2	$28K	Hold	215	–	–	﹤0.01%	388
2022 Q1	$29K	Hold	215	–	–	﹤0.01%	404
2021 Q4	$30K	Buy	215 +89	+71%	+$11.8K	0.01%	250
2021 Q3	$16K	Buy	+126	New	+$16.7K	﹤0.01%	302
2021 Q1	$15K	Sell	126 -90	-42%	-$10.4K	﹤0.01%	342
2020 Q4	$25K	Sell	216 -322	-60%	-$35.1K	﹤0.01%	305
2020 Q3	$57K	Hold	538	–	–	0.01%	225
2020 Q2	$54K	Hold	538	–	–	0.01%	225
2020 Q1	$48K	Buy	538 +267	+99%	+$25.9K	0.01%	236
2019 Q4	$28K	Buy	+271	New	+$26.1K	0.01%	294
2019 Q3	–	Sell	-179	Closed	-$17K	–	360
2019 Q2	$17K	Hold	179	–	–	﹤0.01%	306
2019 Q1	$16K	Buy	+179	New	+$16.1K	﹤0.01%	327

Other funds holding XLV

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Tompkins Financial's XLV Position: Q3 2026 in Review

Tompkins Financial held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q3 2026 at 62 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Tompkins Financial first reported a position in XLV in Q1 2019 and has held it in 29 quarters since. The position peaked at $57K in Q3 2020. 101 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

Tompkins Financial held 62 shares of State Street Health Care Select Sector SPDR ETF worth $10.4K as of Q3 2026.
Tompkins Financial 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 Tompkins Financial's portfolio in Q3 2026, its #466 holding.
Tompkins Financial first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2019 and has held it in 29 quarters since.
Tompkins Financial's State Street Health Care Select Sector SPDR ETF position peaked at $57K in Q3 2020.
101 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.