Woodmont Investment Counsel’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Woodmont Investment Counsel’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	$6.5M	Buy	40,994 +921	+2%	+$137K	0.36%	58
2026 Q1	$5.88M	Sell	40,073 -14,103	-26%	-$2.18M	0.36%	58
2025 Q4	$8.39M	Buy	54,176 +528	+1%	+$79.1K	0.53%	41
2025 Q3	$7.47M	Sell	53,648 -2,613	-5%	-$354K	0.49%	46
2025 Q2	$7.58M	Buy	56,261 +3,085	+6%	+$417K	0.5%	43
2025 Q1	$7.76M	Buy	53,176 +2,263	+4%	+$329K	0.56%	42
2024 Q4	$7M	Sell	50,913 -140	-0.3%	-$20.5K	0.52%	45
2024 Q3	$7.86M	Buy	51,053 +1,415	+3%	+$214K	0.59%	39
2024 Q2	$7.23M	Buy	49,638 +727	+1%	+$104K	0.59%	39
2024 Q1	$7.23M	Buy	48,911 +698	+1%	+$100K	0.61%	40
2023 Q4	$6.58M	Buy	48,213 +1,662	+4%	+$216K	0.62%	39
2023 Q3	$5.99M	Buy	46,551 +686	+1%	+$91.1K	0.63%	41
2023 Q2	$6.09M	Buy	45,865 +1,656	+4%	+$218K	0.63%	43
2023 Q1	$5.72M	Buy	44,209 +12,304	+39%	+$1.61M	0.61%	44
2022 Q4	$4.33M	Buy	31,905 +2,531	+9%	+$335K	0.49%	55
2022 Q3	$3.56M	Buy	29,374 +3,341	+13%	+$430K	0.44%	61
2022 Q2	$3.34M	Buy	26,033 +17,715	+213%	+$2.32M	0.41%	65
2022 Q1	$1.14M	Buy	8,318 +1,703	+26%	+$225K	0.13%	118
2021 Q4	$932K	Buy	6,615 +360	+6%	+$47.8K	0.12%	120
2021 Q3	$796K	Sell	6,255 -5	-0.1%	-$661	0.12%	126
2021 Q2	$788K	Buy	6,260 +400	+7%	+$49K	0.12%	120
2021 Q1	$684K	Buy	5,860 +475	+9%	+$54.8K	0.12%	124
2020 Q4	$611K	Sell	5,385 -160	-3%	-$17.5K	0.11%	121
2020 Q3	$585K	Hold	5,545	–	–	0.13%	118
2020 Q2	$555K	Buy	5,545 +220	+4%	+$21.7K	0.13%	119
2020 Q1	$472K	Buy	5,325 +750	+16%	+$72.9K	0.13%	117
2019 Q4	$466K	Sell	4,575 -150	-3%	-$14.4K	0.11%	128
2019 Q3	$426K	Buy	4,725 +200	+4%	+$18.3K	0.1%	132
2019 Q2	$419K	Hold	4,525	–	–	0.1%	132
2019 Q1	$415K	Sell	4,525 -2,525	-36%	-$228K	0.11%	130
2018 Q4	$610K	Hold	7,050	–	–	0.17%	114
2018 Q3	$671K	Sell	7,050 -1,250	-15%	-$113K	0.18%	108
2018 Q2	$693K	Buy	8,300 +350	+4%	+$29K	0.19%	108
2018 Q1	$647K	Sell	7,950 -3,515	-31%	-$299K	0.18%	110
2017 Q4	$948K	Sell	11,465 -4,212	-27%	-$347K	0.24%	96
2017 Q3	$1.28M	Sell	15,677 -810	-5%	-$65.1K	0.35%	79
2017 Q2	$1.31M	Sell	16,487 -12,338	-43%	-$940K	0.37%	81
2017 Q1	$1.99M	Hold	28,825	–	–	0.58%	58
2016 Q4	$1.99M	Buy	28,825 +28,425	+7,106%	+$1.97M	0.57%	57
2016 Q3	$29K	Buy	+400	New	+$29.4K	0.01%	317

Other funds holding XLV

LPL Financial San Diego, California $445B AUM 25.58% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Woodmont Investment Counsel's XLV Position: Q2 2026 in Review

Woodmont Investment Counsel increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.3% in Q2 2026, buying an estimated $137K and bringing the position to 40,994 shares worth $6.5M. The position accounts for 0.36% of the portfolio, ranked #58.

Woodmont Investment Counsel first reported a position in XLV in Q3 2016 and has held it in 40 quarters since. The position peaked at $8.39M in Q4 2025. 1,209 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Woodmont Investment Counsel held 40,994 shares of State Street Health Care Select Sector SPDR ETF worth $6.5M as of Q2 2026.
Woodmont Investment Counsel bought 921 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $137K.
State Street Health Care Select Sector SPDR ETF made up 0.36% of Woodmont Investment Counsel's portfolio in Q2 2026, its #58 holding.
Woodmont Investment Counsel first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2016 and has held it in 40 quarters since.
Woodmont Investment Counsel's State Street Health Care Select Sector SPDR ETF position peaked at $8.39M in Q4 2025.
1,209 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.