Belmont Capital’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Belmont Capital’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
2025 Q2	$380K	Hold	2,818	–	–	0.06%	88
2025 Q1	$411K	Hold	2,818	–	–	0.07%	81
2024 Q4	$388K	Hold	2,818	–	–	0.06%	58
2024 Q3	$434K	Buy	2,818 +76	+3%	+$11.5K	0.07%	77
2024 Q2	$400K	Sell	2,742 -55	-2%	-$7.89K	0.07%	88
2024 Q1	$413K	Hold	2,797	–	–	0.11%	63
2023 Q4	$381K	Buy	2,797 +2,700	+2,784%	+$351K	0.16%	55
2023 Q3	$12.5K	Hold	97	–	–	0.01%	133
2023 Q2	$12.9K	Sell	97 -190	-66%	-$25K	0.01%	128
2023 Q1	$37.2K	Buy	287 +190	+196%	+$24.8K	0.03%	52
2022 Q4	$13K	Hold	97	–	–	0.01%	88
2022 Q3	$12K	Hold	97	–	–	0.01%	77
2022 Q2	$12K	Buy	97 +25	+35%	+$3.28K	0.01%	48
2022 Q1	$10K	Sell	72 -14	-16%	-$1.85K	0.01%	50
2021 Q4	$12K	Buy	86 +72	+514%	+$9.56K	0.01%	53
2021 Q3	$2K	Buy	+14	New	+$1.85K	﹤0.01%	72

Other funds holding XLV

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Belmont Capital's XLV Position: Q2 2025 in Review

Belmont Capital held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2025 at 2,818 shares worth $380K. The position accounts for 0.06% of the portfolio, ranked #88.

Belmont Capital first reported a position in XLV in Q3 2021 and has held it in 16 quarters since. The position peaked at $434K in Q3 2024. 1,678 funds tracked by Wall St. Rank hold XLV as of Q2 2025.

Belmont Capital held 2,818 shares of State Street Health Care Select Sector SPDR ETF worth $380K as of Q2 2025.
Belmont Capital left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2025.
State Street Health Care Select Sector SPDR ETF made up 0.06% of Belmont Capital's portfolio in Q2 2025, its #88 holding.
Belmont Capital first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2021 and has held it in 16 quarters since.
Belmont Capital's State Street Health Care Select Sector SPDR ETF position peaked at $434K in Q3 2024.
1,678 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.