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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Tompkins Financial's XLV Position: Q2 2026 in Review

Tompkins Financial held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 62 shares worth $9.84K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

Tompkins Financial first reported a position in XLV in Q1 2019 and has held it in 28 quarters since. The position peaked at $57K in Q3 2020. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Tompkins Financial held 62 shares of State Street Health Care Select Sector SPDR ETF worth $9.84K as of Q2 2026.
Tompkins Financial left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q2 2026, its #455 holding.
Tompkins Financial first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2019 and has held it in 28 quarters since.
Tompkins Financial's State Street Health Care Select Sector SPDR ETF position peaked at $57K in Q3 2020.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.