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

Whittier 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	$1.5M	Buy	9,247 +220	+2%	+$32.7K	0.01%	331
2026 Q1	$1.32M	Sell	9,027 -743	-8%	-$115K	0.01%	317
2025 Q4	$1.54M	Buy	9,770 +428	+5%	+$64.1K	0.02%	297
2025 Q3	$1.35M	Sell	9,342 -197	-2%	-$26.7K	0.02%	309
2025 Q2	$1.29M	Sell	9,539 -239	-2%	-$32.3K	0.02%	348
2025 Q1	$1.43M	Sell	9,778 -104	-1%	-$15.1K	0.02%	326
2024 Q4	$1.36M	Buy	9,882 +50	+0.5%	+$7.32K	0.02%	332
2024 Q3	$1.51M	Sell	9,832 -679	-6%	-$103K	0.02%	310
2024 Q2	$1.53M	Sell	10,511 -5,982	-36%	-$858K	0.02%	296
2024 Q1	$2.44M	Buy	16,493 +3,310	+25%	+$475K	0.04%	252
2023 Q4	$1.8M	Sell	13,183 -19,816	-60%	-$2.58M	0.03%	279
2023 Q3	$4.25M	Buy	32,999 +2,038	+7%	+$271K	0.08%	205
2023 Q2	$4.11M	Buy	30,961 +340	+1%	+$44.8K	0.07%	206
2023 Q1	$3.96M	Buy	30,621 +530	+2%	+$69.2K	0.07%	209
2022 Q4	$4.09M	Buy	30,091 +16,800	+126%	+$2.23M	0.08%	203
2022 Q3	$1.61M	Buy	13,291 +2,579	+24%	+$332K	0.03%	287
2022 Q2	$1.37M	Buy	10,712 +5,106	+91%	+$669K	0.03%	313
2022 Q1	$768K	Sell	5,606 -21	-0.4%	-$2.78K	0.01%	419
2021 Q4	$793K	Sell	5,627 -52	-0.9%	-$6.91K	0.01%	418
2021 Q3	$723K	Sell	5,679 -264	-4%	-$34.9K	0.01%	408
2021 Q2	$749K	Buy	5,943 +100	+2%	+$12.3K	0.01%	418
2021 Q1	$682K	Buy	5,843 +1,080	+23%	+$125K	0.01%	425
2020 Q4	$540K	Buy	4,763 +495	+12%	+$54K	0.01%	423
2020 Q3	$450K	Hold	4,268	–	–	0.01%	443
2020 Q2	$427K	Buy	4,268 +274	+7%	+$27K	0.01%	421
2020 Q1	$354K	Sell	3,994 -2,953	-43%	-$287K	0.01%	421
2019 Q4	$708K	Buy	6,947 +1,700	+32%	+$163K	0.02%	351
2019 Q3	$473K	Buy	5,247 +935	+22%	+$85.4K	0.01%	410
2019 Q2	$399K	Sell	4,312 -4,199	-49%	-$378K	0.01%	423
2019 Q1	$781K	Sell	8,511 -3,693	-30%	-$333K	0.02%	320
2018 Q4	$1.06M	Buy	12,204 +8,717	+250%	+$789K	0.04%	276
2018 Q3	$332K	Hold	3,487	–	–	0.01%	429
2018 Q2	$291K	Hold	3,487	–	–	0.01%	448
2018 Q1	$284K	Sell	3,487 -277	-7%	-$23.6K	0.01%	452
2017 Q4	$311K	Buy	3,764 +632	+20%	+$52.1K	0.01%	429
2017 Q3	$256K	Buy	3,132 +2,517	+409%	+$202K	0.01%	452
2017 Q2	$49K	Buy	615 +190	+45%	+$14.5K	﹤0.01%	715
2017 Q1	$32K	Sell	425 -8,381	-95%	-$611K	﹤0.01%	807
2016 Q4	$607K	Buy	8,806 +8,381	+1,972%	+$582K	0.03%	316
2016 Q3	$31K	Hold	425	–	–	﹤0.01%	793
2016 Q2	$30K	Sell	425 -1,228	-74%	-$86.5K	﹤0.01%	813
2016 Q1	$112K	Sell	1,653 -15,093	-90%	-$1.01M	0.01%	566
2015 Q4	$1.21M	Buy	16,746 +16,321	+3,840%	+$1.15M	0.05%	243
2015 Q3	$28K	Hold	425	–	–	﹤0.01%	809
2015 Q2	$32K	Hold	425	–	–	﹤0.01%	822
2015 Q1	$31K	Hold	425	–	–	﹤0.01%	804
2014 Q4	$29K	Hold	425	–	–	﹤0.01%	734
2014 Q3	$27K	Hold	425	–	–	﹤0.01%	740
2014 Q2	$26K	Hold	425	–	–	﹤0.01%	745
2014 Q1	$25K	Sell	425 -2,385	-85%	-$137K	﹤0.01%	766
2013 Q4	$156K	Hold	2,810	–	–	0.01%	476
2013 Q3	$142K	Hold	2,810	–	–	0.01%	492
2013 Q2	$134K	Buy	+2,810	New	+$135K	0.01%	484

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

Whittier Trust's XLV Position: Q2 2026 in Review

Whittier Trust increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.4% in Q2 2026, buying an estimated $32.7K and bringing the position to 9,247 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #331.

Whittier Trust first reported a position in XLV in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.25M in Q3 2023. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Whittier Trust held 9,247 shares of State Street Health Care Select Sector SPDR ETF worth $1.5M as of Q2 2026.
Whittier Trust bought 220 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $32.7K.
State Street Health Care Select Sector SPDR ETF made up 0.01% of Whittier Trust's portfolio in Q2 2026, its #331 holding.
Whittier Trust first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
Whittier Trust's State Street Health Care Select Sector SPDR ETF position peaked at $4.25M in Q3 2023.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.