Moment Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Moment Partners’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	$242K	Hold	1,528	–	–	0.04%	94
2026 Q1	$224K	Sell	1,528 -412	-21%	-$63.6K	0.04%	108
2025 Q4	$300K	Buy	1,940 +412	+27%	+$61.7K	0.06%	81
2025 Q3	$213K	Hold	1,528	–	–	0.04%	113
2025 Q2	$206K	Hold	1,528	–	–	0.04%	112
2025 Q1	$223K	Hold	1,528	–	–	0.04%	106
2024 Q4	$210K	Buy	+1,528	New	+$224K	0.04%	112

Other funds holding XLV

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Moment Partners's XLV Position: Q2 2026 in Review

Moment Partners held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 1,528 shares worth $242K. The position accounts for 0.04% of the portfolio, ranked #94.

Moment Partners first reported a position in XLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $300K in Q4 2025. 882 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Moment Partners held 1,528 shares of State Street Health Care Select Sector SPDR ETF worth $242K as of Q2 2026.
Moment Partners left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.04% of Moment Partners's portfolio in Q2 2026, its #94 holding.
Moment Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Moment Partners's State Street Health Care Select Sector SPDR ETF position peaked at $300K in Q4 2025.
882 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Moment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.