MONECO Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.97M Sell
13,471
-907
-6% -$140K 0.15% 139
2025
Q4
$2.23M Sell
14,378
-457
-3% -$68.4K 0.18% 127
2025
Q3
$2.06M Sell
14,835
-1,672
-10% -$226K 0.17% 128
2025
Q2
$2.23M Buy
16,507
+357
+2% +$48.2K 0.21% 110
2025
Q1
$2.36M Sell
16,150
-584
-3% -$84.8K 0.24% 91
2024
Q4
$2.3M Buy
16,734
+3,748
+29% +$548K 0.24% 94
2024
Q3
$2M Buy
12,986
+662
+5% +$100K 0.25% 107
2024
Q2
$1.8M Buy
12,324
+6,508
+112% +$934K 0.26% 101
2024
Q1
$859K Buy
5,816
+997
+21% +$143K 0.14% 169
2023
Q4
$657K Sell
4,819
-418
-8% -$54.4K 0.13% 182
2023
Q3
$674K Buy
5,237
+331
+7% +$43.9K 0.18% 138
2023
Q2
$651K Sell
4,906
-243
-5% -$32K 0.18% 140
2023
Q1
$667K Buy
5,149
+516
+11% +$67.4K 0.2% 122
2022
Q4
$629K Buy
4,633
+1,233
+36% +$163K 0.23% 108
2022
Q3
$412K Buy
3,400
+463
+16% +$59.6K 0.16% 143
2022
Q2
$377K Buy
2,937
+1,245
+74% +$163K 0.15% 149
2022
Q1
$232K Sell
1,692
-66
-4% -$8.74K 0.09% 217
2021
Q4
$233K Buy
1,758
+54
+3% +$7.17K 0.09% 216
2021
Q3
$217K Buy
+1,704
New +$225K 0.09% 234

Other funds holding XLV

MONECO Advisors's XLV Position: Q1 2026 in Review

MONECO Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 6.3% in Q1 2026, selling an estimated $140K and leaving 13,471 shares worth $1.97M. The position accounts for 0.15% of the portfolio, ranked #139.

MONECO Advisors first reported a position in XLV in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.36M in Q1 2025. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • MONECO Advisors held 13,471 shares of State Street Health Care Select Sector SPDR ETF worth $1.97M as of Q1 2026.
  • MONECO Advisors sold 907 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $140K.
  • State Street Health Care Select Sector SPDR ETF made up 0.15% of MONECO Advisors's portfolio in Q1 2026, its #139 holding.
  • MONECO Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2021 and has held it in 19 quarters since.
  • MONECO Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $2.36M in Q1 2025.
  • 1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.