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

Bank of Montreal’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 Q1	$1.32M	Buy	+9,000	New	+$1.39M	﹤0.01%	1887
2025 Q1	–	Sell	-802,000	Closed	-$110M	–	3772
2024 Q4	$110M	Buy	+802,000	New	+$117M	0.05%	264
2023 Q4	–	Sell	-75,000	Closed	-$9.96M	–	4337
2023 Q3	$9.96M	Buy	+75,000	New	+$9.96M	﹤0.01%	992
2023 Q1	–	Sell	-250,000	Closed	-$35.2M	–	4244
2022 Q4	$35.2M	Hold	250,000	–	–	0.02%	493
2022 Q3	$33.3K	Hold	250,000	–	–	0.01%	500
2022 Q2	$32.5K	Sell	250,000 -250,000	-50%	-$32.8M	0.02%	573
2022 Q1	$69.2M	Buy	+500,000	New	+$66.2M	0.03%	361
2020 Q2	–	Sell	-20,000	Closed	-$1.75M	–	4861
2020 Q1	$1.75M	Buy	+20,000	New	+$1.94M	﹤0.01%	1484
2018 Q4	–	Sell	-10,000	Closed	-$952K	–	4884
2018 Q3	$952K	Buy	+10,000	New	+$903K	﹤0.01%	2029
2015 Q4	–	Sell	-10,000	Closed	-$662K	–	4449
2015 Q3	$662K	Buy	+10,000	New	+$731K	﹤0.01%	1728
2014 Q3	–	Sell	-20,000	Closed	-$1.22M	–	4448
2014 Q2	$1.22M	Sell	20,000 -17,200	-46%	-$1.01M	﹤0.01%	1658
2014 Q1	$2.18M	Buy	+37,200	New	+$2.14M	﹤0.01%	1294

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bank of Montreal's XLV Position: Q1 2026 in Review

Bank of Montreal reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 10% in Q1 2026, selling an estimated $8.49M and leaving 480,893 shares worth $70.5M. The position accounts for 0.03% of the portfolio, ranked #443.

Bank of Montreal first reported a position in XLV in Q2 2013 and has held it in 52 quarters since. The position peaked at $249M in Q4 2022. 1,811 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Bank of Montreal held 480,893 shares of State Street Health Care Select Sector SPDR ETF worth $70.5M as of Q1 2026.
Bank of Montreal sold 55,029 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $8.49M.
State Street Health Care Select Sector SPDR ETF made up 0.03% of Bank of Montreal's portfolio in Q1 2026, its #443 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 52 quarters since.
Bank of Montreal's State Street Health Care Select Sector SPDR ETF position peaked at $249M in Q4 2022.
1,811 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.