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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
2015
Q3 		– Sell
-5,500
Closed -$23K – 576
2015
Q2 		$23K Buy
+5,500
New +$408K 0.01% 343

Other funds holding XLV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 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. 1,399 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.
  • 1,399 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.