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

Washington Trust’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	$734K	Sell	4,625 -704	-13%	-$105K	0.02%	182
2026 Q1	$781K	Sell	5,329 -224	-4%	-$34.6K	0.03%	168
2025 Q4	$860K	Sell	5,553 -444	-7%	-$66.5K	0.03%	153
2025 Q3	$835K	Sell	5,997 -318	-5%	-$43K	0.03%	155
2025 Q2	$851K	Sell	6,315 -3,224	-34%	-$435K	0.03%	154
2025 Q1	$1.39M	Sell	9,539 -7,716	-45%	-$1.12M	0.05%	129
2024 Q4	$2.37M	Sell	17,255 -4,434	-20%	-$649K	0.09%	119
2024 Q3	$3.34M	Sell	21,689 -583	-3%	-$88.4K	0.12%	109
2024 Q2	$3.25M	Sell	22,272 -1,869	-8%	-$268K	0.12%	111
2024 Q1	$3.57M	Sell	24,141 -911	-4%	-$131K	0.13%	111
2023 Q4	$3.42M	Buy	25,052 +76	+0.3%	+$9.89K	0.14%	110
2023 Q3	$3.22M	Buy	24,976 +2,269	+10%	+$301K	0.14%	104
2023 Q2	$3.01M	Buy	22,707 +11,863	+109%	+$1.56M	0.13%	108
2023 Q1	$1.4M	Buy	10,844 +4,598	+74%	+$601K	0.06%	125
2022 Q4	$849K	Buy	6,246 +5,767	+1,204%	+$764K	0.04%	147
2022 Q3	$58K	Buy	479 +36	+8%	+$4.64K	﹤0.01%	367
2022 Q2	$57K	Buy	443 +200	+82%	+$26.2K	﹤0.01%	381
2022 Q1	$33K	Hold	243	–	–	﹤0.01%	497
2021 Q4	$34K	Buy	243 +50	+26%	+$6.64K	﹤0.01%	501
2021 Q3	$25K	Sell	193 -202	-51%	-$26.7K	﹤0.01%	644
2021 Q2	$50K	Hold	395	–	–	﹤0.01%	522
2021 Q1	$46K	Buy	395 +246	+165%	+$28.4K	﹤0.01%	513
2020 Q4	$17K	Buy	149 +19	+15%	+$2.07K	﹤0.01%	689
2020 Q3	$14K	Hold	130	–	–	﹤0.01%	683
2020 Q2	$13K	Buy	+130	New	+$12.8K	﹤0.01%	629

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

Washington Trust's XLV Position: Q2 2026 in Review

Washington Trust reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 13% in Q2 2026, selling an estimated $105K and leaving 4,625 shares worth $734K. The position accounts for 0.02% of the portfolio, ranked #182.

Washington Trust first reported a position in XLV in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.57M in Q1 2024. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Washington Trust held 4,625 shares of State Street Health Care Select Sector SPDR ETF worth $734K as of Q2 2026.
Washington Trust sold 704 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $105K.
State Street Health Care Select Sector SPDR ETF made up 0.02% of Washington Trust's portfolio in Q2 2026, its #182 holding.
Washington Trust first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2020 and has held it in 25 quarters since.
Washington Trust's State Street Health Care Select Sector SPDR ETF position peaked at $3.57M in Q1 2024.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Washington Trust's 13F filing for Q2 2026, filed 3 Aug 2026.