Bank of Montreal’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-9,000
Closed -$1.32M 4081
2026
Q1
$1.32M Buy
+9,000
New +$1.39M ﹤0.01% 1886
2023
Q4
Sell
-90,000
Closed -$12M 4336
2023
Q3
$12M Buy
90,000
+75,000
+500% +$9.96M ﹤0.01% 906
2023
Q2
$1.99M Buy
+15,000
New +$1.98M ﹤0.01% 1827
2022
Q2
Sell
-100
Closed -$14K 4503
2022
Q1
$14K Buy
+100
New +$13.2K ﹤0.01% 3972

Other funds holding XLV

Bank of Montreal's XLV Position: Q2 2026 in Review

Bank of Montreal reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 30% in Q2 2026, selling an estimated $21.3M and leaving 337,628 shares worth $53.6M. The position accounts for 0.02% of the portfolio, ranked #586.

Bank of Montreal first reported a position in XLV in Q2 2013 and has held it in 53 quarters since. The position peaked at $249M in Q4 2022. 1,394 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Bank of Montreal held 337,628 shares of State Street Health Care Select Sector SPDR ETF worth $53.6M as of Q2 2026.
  • Bank of Montreal sold 143,265 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $21.3M.
  • State Street Health Care Select Sector SPDR ETF made up 0.02% of Bank of Montreal's portfolio in Q2 2026, its #586 holding.
  • Bank of Montreal first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's State Street Health Care Select Sector SPDR ETF position peaked at $249M in Q4 2022.
  • 1,394 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.