Modera Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Modera Wealth Management’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	$502K	Buy	3,162 +135	+4%	+$20.1K	0.01%	455
2026 Q1	$444K	Buy	3,027 +29	+1%	+$4.47K	0.01%	454
2025 Q4	$464K	Sell	2,998 -399	-12%	-$59.8K	0.01%	467
2025 Q3	$473K	Sell	3,397 -49	-1%	-$6.63K	0.01%	465
2025 Q2	$465K	Sell	3,446 -134	-4%	-$18.1K	0.01%	460
2025 Q1	$523K	Sell	3,580 -4	-0.1%	-$581	0.01%	424
2024 Q4	$493K	Buy	3,584 +425	+13%	+$62.2K	0.01%	441
2024 Q3	$487K	Buy	3,159 +427	+16%	+$64.7K	0.01%	417
2024 Q2	$398K	Sell	2,732 -106	-4%	-$15.2K	0.01%	429
2024 Q1	$419K	Buy	2,838 +16	+0.6%	+$2.29K	0.01%	418
2023 Q4	$385K	Sell	2,822 -847	-23%	-$110K	0.01%	421
2023 Q3	$472K	Buy	3,669 +173	+5%	+$23K	0.01%	369
2023 Q2	$464K	Buy	3,496 +1,670	+91%	+$220K	0.01%	392
2023 Q1	$236K	Sell	1,826 -31	-2%	-$4.05K	0.01%	314
2022 Q4	$252K	Hold	1,857	–	–	0.01%	306
2022 Q3	$225K	Sell	1,857 -16	-0.9%	-$2.06K	0.01%	285
2022 Q2	$240K	Sell	1,873 -1,133	-38%	-$149K	0.01%	288
2022 Q1	$412K	Buy	3,006 +992	+49%	+$131K	0.02%	232
2021 Q4	$284K	Buy	2,014 +2	+0.1%	+$266	0.01%	438
2021 Q3	$256K	Buy	2,012 +336	+20%	+$44.4K	0.01%	232
2021 Q2	$211K	Buy	+1,676	New	+$205K	0.01%	231
2021 Q1	–	Sell	-1,992	Closed	-$226K	–	253
2020 Q4	$226K	Buy	+1,992	New	+$217K	0.02%	213

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Modera Wealth Management's XLV Position: Q2 2026 in Review

Modera Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 4.5% in Q2 2026, buying an estimated $20.1K and bringing the position to 3,162 shares worth $502K. The position accounts for 0.01% of the portfolio, ranked #455.

Modera Wealth Management first reported a position in XLV in Q4 2020 and has held it in 22 quarters since. The position peaked at $523K in Q1 2025. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Modera Wealth Management held 3,162 shares of State Street Health Care Select Sector SPDR ETF worth $502K as of Q2 2026.
Modera Wealth Management bought 135 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $20.1K.
State Street Health Care Select Sector SPDR ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #455 holding.
Modera Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
Modera Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $523K in Q1 2025.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.