Moisand Fitzgerald Tamayo’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Moisand Fitzgerald Tamayo’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	$12.5K	Sell	79 -31	-28%	-$4.61K	﹤0.01%	344
2026 Q1	$16.1K	Hold	110	–	–	﹤0.01%	294
2025 Q4	$17K	Hold	110	–	–	﹤0.01%	291
2025 Q3	$15.3K	Hold	110	–	–	﹤0.01%	305
2025 Q2	$14.8K	Hold	110	–	–	﹤0.01%	305
2025 Q1	$16.1K	Hold	110	–	–	﹤0.01%	292
2024 Q4	$15.1K	Hold	110	–	–	﹤0.01%	290
2024 Q3	$16.9K	Sell	110 -34	-24%	-$5.15K	﹤0.01%	295
2024 Q2	$21K	Buy	144 +34	+31%	+$4.88K	﹤0.01%	242
2024 Q1	$16.3K	Hold	110	–	–	﹤0.01%	271
2023 Q4	$15K	Hold	110	–	–	﹤0.01%	288
2023 Q3	$14.2K	Hold	110	–	–	﹤0.01%	299
2023 Q2	$14.6K	Hold	110	–	–	﹤0.01%	287
2023 Q1	$14.2K	Hold	110	–	–	﹤0.01%	294
2022 Q4	$14.9K	Hold	110	–	–	﹤0.01%	278
2022 Q3	$13K	Hold	110	–	–	﹤0.01%	263
2022 Q2	$14K	Buy	110 +100	+1,000%	+$13.1K	﹤0.01%	249
2022 Q1	$1K	Sell	10 -100	-91%	-$13.2K	﹤0.01%	503
2021 Q4	$15K	Hold	110	–	–	﹤0.01%	233
2021 Q3	$14K	Buy	110 +67	+156%	+$8.86K	﹤0.01%	229
2021 Q2	$5K	Sell	43 -1	-2%	-$123	﹤0.01%	320
2021 Q1	$5K	Hold	44	–	–	﹤0.01%	267
2020 Q4	$5K	Hold	44	–	–	﹤0.01%	267
2020 Q3	$5K	Hold	44	–	–	﹤0.01%	250
2020 Q2	$4K	Hold	44	–	–	﹤0.01%	241
2020 Q1	$4K	Hold	44	–	–	﹤0.01%	211
2019 Q4	$4K	Hold	44	–	–	﹤0.01%	235
2019 Q3	$4K	Hold	44	–	–	﹤0.01%	235
2019 Q2	$4K	Hold	44	–	–	﹤0.01%	233
2019 Q1	$4K	Hold	44	–	–	﹤0.01%	237
2018 Q4	$4K	Hold	44	–	–	﹤0.01%	233
2018 Q3	$4K	Hold	44	–	–	﹤0.01%	255
2018 Q2	$4K	Hold	44	–	–	﹤0.01%	238
2018 Q1	$4K	Hold	44	–	–	﹤0.01%	273
2017 Q4	$4K	Hold	44	–	–	﹤0.01%	230
2017 Q3	$4K	Buy	+44	New	+$3.53K	﹤0.01%	246
2016 Q2	–	Sell	-115	Closed	-$8K	–	205
2016 Q1	$8K	Sell	115 -150	-57%	-$10K	0.01%	167
2015 Q4	$19K	Buy	+265	New	+$18.7K	0.02%	127

Other funds holding XLV

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Moisand Fitzgerald Tamayo's XLV Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 28% in Q2 2026, selling an estimated $4.61K and leaving 79 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Moisand Fitzgerald Tamayo first reported a position in XLV in Q4 2015 and has held it in 38 quarters since. The position peaked at $21K in Q2 2024. 537 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Moisand Fitzgerald Tamayo held 79 shares of State Street Health Care Select Sector SPDR ETF worth $12.5K as of Q2 2026.
Moisand Fitzgerald Tamayo sold 31 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $4.61K.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #344 holding.
Moisand Fitzgerald Tamayo first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2015 and has held it in 38 quarters since.
Moisand Fitzgerald Tamayo's State Street Health Care Select Sector SPDR ETF position peaked at $21K in Q2 2024.
537 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.