Moneta Group Investment Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Moneta Group Investment Advisors’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	$2.18M	Buy	13,720 +652	+5%	+$97K	0.02%	289
2026 Q1	$1.92M	Buy	13,068 +3,314	+34%	+$511K	0.01%	272
2025 Q4	$1.51M	Buy	9,754 +1,206	+14%	+$181K	0.01%	298
2025 Q3	$1.19M	Sell	8,548 -1,616	-16%	-$219K	0.01%	319
2025 Q2	$1.37M	Sell	10,164 -345	-3%	-$46.6K	0.02%	269
2025 Q1	$1.53M	Sell	10,509 -14	-0.1%	-$2.03K	0.02%	236
2024 Q4	$1.45M	Buy	10,523 +710	+7%	+$104K	0.02%	245
2024 Q3	$1.51M	Sell	9,813 -378	-4%	-$57.3K	0.02%	232
2024 Q2	$1.49M	Buy	10,191 +1,249	+14%	+$179K	0.02%	222
2024 Q1	$1.32M	Buy	8,942 +290	+3%	+$41.6K	0.02%	230
2023 Q4	$1.18M	Sell	8,652 -335	-4%	-$43.6K	0.02%	218
2023 Q3	$1.16M	Buy	8,987 +651	+8%	+$86.4K	0.03%	204
2023 Q2	$1.11M	Sell	8,336 -37	-0.4%	-$4.88K	0.02%	212
2023 Q1	$1.08M	Sell	8,373 -114	-1%	-$14.9K	0.03%	206
2022 Q4	$1.13M	Buy	8,487 +461	+6%	+$61.1K	0.03%	194
2022 Q3	$972K	Sell	8,026 -240	-3%	-$30.9K	0.04%	191
2022 Q2	$1.06M	Buy	8,266 +769	+10%	+$101K	0.04%	201
2022 Q1	$1.03M	Buy	7,497 +151	+2%	+$20K	0.04%	201
2021 Q4	$1.03M	Sell	7,346 -7	-0.1%	-$929	0.04%	201
2021 Q3	$936K	Buy	7,353 +747	+11%	+$98.7K	0.04%	200
2021 Q2	$832K	Sell	6,606 -7	-0.1%	-$858	0.04%	219
2021 Q1	$772K	Buy	+6,613	New	+$763K	0.04%	202
2018 Q4	–	Sell	-1,333	Closed	-$127K	–	259
2018 Q3	$127K	Sell	1,333 -720	-35%	-$65K	0.01%	226
2018 Q2	$171K	Buy	+2,053	New	+$170K	0.02%	260

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

Moneta Group Investment Advisors's XLV Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 5% in Q2 2026, buying an estimated $97K and bringing the position to 13,720 shares worth $2.18M. The position accounts for 0.02% of the portfolio, ranked #289.

Moneta Group Investment Advisors first reported a position in XLV in Q2 2018 and has held it in 24 quarters since. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Moneta Group Investment Advisors held 13,720 shares of State Street Health Care Select Sector SPDR ETF worth $2.18M as of Q2 2026.
Moneta Group Investment Advisors bought 652 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $97K.
State Street Health Care Select Sector SPDR ETF made up 0.02% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #289 holding.
Moneta Group Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2018 and has held it in 24 quarters since.
1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.