Moloney Securities Asset Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Moloney Securities Asset 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
2025 Q3	$1.42M	Sell	10,174 -9,552	-48%	-$1.29M	0.17%	147
2025 Q2	$2.66M	Sell	19,726 -158	-0.8%	-$21.3K	0.33%	63
2025 Q1	$2.9M	Sell	19,884 -1,238	-6%	-$180K	0.39%	56
2024 Q4	$2.91M	Sell	21,122 -123	-0.6%	-$18K	0.39%	66
2024 Q3	$3.27M	Buy	21,245 +433	+2%	+$65.6K	0.44%	58
2024 Q2	$3.03M	Sell	20,812 -1,444	-6%	-$207K	0.44%	57
2024 Q1	$3.29M	Buy	22,256 +1,173	+6%	+$168K	0.5%	52
2023 Q4	$2.88M	Sell	21,083 -1,179	-5%	-$153K	0.46%	56
2023 Q3	$2.87M	Buy	22,262 +111	+0.5%	+$14.7K	0.52%	48
2023 Q2	$2.94M	Buy	22,151 +428	+2%	+$56.4K	0.52%	47
2023 Q1	$2.81M	Buy	21,723 +197	+0.9%	+$25.7K	0.52%	52
2022 Q4	$2.92M	Buy	21,526 +502	+2%	+$66.5K	0.65%	40
2022 Q3	$2.55M	Buy	21,024 +507	+2%	+$65.3K	0.62%	44
2022 Q2	$2.63M	Sell	20,517 -1,582	-7%	-$207K	0.62%	39
2022 Q1	$3.03M	Sell	22,099 -339	-2%	-$44.9K	0.59%	43
2021 Q4	$3.16M	Buy	22,438 +255	+1%	+$33.9K	0.54%	42
2021 Q3	$2.82M	Buy	22,183 +1,618	+8%	+$214K	0.51%	56
2021 Q2	$2.59M	Sell	20,565 -438	-2%	-$53.7K	0.47%	66
2021 Q1	$2.45M	Sell	21,003 -416	-2%	-$48K	0.48%	67
2020 Q4	$2.43M	Buy	21,419 +90	+0.4%	+$9.82K	0.54%	51
2020 Q3	$2.25M	Sell	21,329 -1,246	-6%	-$131K	0.59%	51
2020 Q2	$2.26M	Sell	22,575 -158	-0.7%	-$15.6K	0.66%	47
2020 Q1	$2.01M	Sell	22,733 -143	-0.6%	-$13.9K	0.72%	44
2019 Q4	$2.33M	Sell	22,876 -235	-1%	-$22.6K	0.72%	35
2019 Q3	$2.08M	Sell	23,111 -332	-1%	-$30.3K	0.7%	38
2019 Q2	$2.17M	Sell	23,443 -23,448	-50%	-$2.11M	0.72%	34
2019 Q1	$4.3M	Buy	46,891 +23,346	+99%	+$2.1M	1.49%	12
2018 Q4	$2.04M	Sell	23,545 -152	-0.6%	-$13.8K	0.83%	27
2018 Q3	$2.25M	Buy	23,697 +124	+0.5%	+$11.2K	0.78%	31
2018 Q2	$1.97M	Buy	23,573 +672	+3%	+$55.7K	0.75%	33
2018 Q1	$1.86M	Sell	22,901 -644	-3%	-$54.9K	0.75%	29
2017 Q4	$1.95M	Sell	23,545 -709	-3%	-$58.5K	0.82%	27
2017 Q3	$1.98M	Buy	24,254 +1,048	+5%	+$84.2K	0.88%	26
2017 Q2	$1.84M	Buy	23,206 +1,205	+5%	+$91.8K	0.92%	24
2017 Q1	$1.64M	Buy	22,001 +2,504	+13%	+$183K	0.85%	29
2016 Q4	$1.34M	Buy	+19,497	New	+$1.35M	0.81%	31

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

NAM

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

Moloney Securities Asset Management's XLV Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 48% in Q3 2025, selling an estimated $1.29M and leaving 10,174 shares worth $1.42M. The position accounts for 0.17% of the portfolio, ranked #147.

Moloney Securities Asset Management first reported a position in XLV in Q4 2016 and has held it in 36 quarters since. The position peaked at $4.3M in Q1 2019. 1,647 funds tracked by Wall St. Rank hold XLV as of Q3 2025.

Moloney Securities Asset Management held 10,174 shares of State Street Health Care Select Sector SPDR ETF worth $1.42M as of Q3 2025.
Moloney Securities Asset Management sold 9,552 State Street Health Care Select Sector SPDR ETF shares in Q3 2025, an estimated $1.29M.
State Street Health Care Select Sector SPDR ETF made up 0.17% of Moloney Securities Asset Management's portfolio in Q3 2025, its #147 holding.
Moloney Securities Asset Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2016 and has held it in 36 quarters since.
Moloney Securities Asset Management's State Street Health Care Select Sector SPDR ETF position peaked at $4.3M in Q1 2019.
1,647 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.