Washington Trust Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Washington Trust Advisors’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	$38.7K	Sell	244 -112	-31%	-$16.7K	﹤0.01%	402
2026 Q1	$52.2K	Sell	356 -140	-28%	-$21.6K	﹤0.01%	351
2025 Q4	$76.8K	Hold	496	–	–	0.01%	314
2025 Q3	$69K	Sell	496 -81	-14%	-$11K	0.01%	328
2025 Q2	$77.8K	Sell	577 -38	-6%	-$5.13K	0.01%	277
2025 Q1	$89.8K	Hold	615	–	–	0.01%	263
2024 Q4	$84.6K	Buy	615 +432	+236%	+$63.2K	0.01%	275
2024 Q3	$28.2K	Hold	183	–	–	﹤0.01%	386
2024 Q2	$26.7K	Hold	183	–	–	﹤0.01%	378
2024 Q1	$27K	Hold	183	–	–	﹤0.01%	373
2023 Q4	$25K	Sell	183 -297	-62%	-$38.6K	﹤0.01%	378
2023 Q3	$61.8K	Buy	480 +297	+162%	+$39.4K	0.01%	282
2023 Q2	$24.3K	Hold	183	–	–	﹤0.01%	365
2023 Q1	$23.7K	Hold	183	–	–	﹤0.01%	395
2022 Q4	$24.9K	Hold	183	–	–	﹤0.01%	395
2022 Q3	$22K	Hold	183	–	–	﹤0.01%	506
2022 Q2	$23K	Hold	183	–	–	﹤0.01%	524
2022 Q1	$25K	Sell	183 -109	-37%	-$14.4K	﹤0.01%	566
2021 Q4	$41K	Buy	+292	New	+$38.8K	﹤0.01%	511

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 22.9% 1-Year Est. Return

HIIFS

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

Washington Trust Advisors's XLV Position: Q2 2026 in Review

Washington Trust Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 31% in Q2 2026, selling an estimated $16.7K and leaving 244 shares worth $38.7K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Washington Trust Advisors first reported a position in XLV in Q4 2021 and has held it in 19 quarters since. The position peaked at $89.8K in Q1 2025. 1,866 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Washington Trust Advisors held 244 shares of State Street Health Care Select Sector SPDR ETF worth $38.7K as of Q2 2026.
Washington Trust Advisors sold 112 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $16.7K.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #402 holding.
Washington Trust Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Washington Trust Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $89.8K in Q1 2025.
1,866 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.