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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Moneta Group Investment Advisors's XLV Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 34% in Q1 2026, buying an estimated $511K and bringing the position to 13,068 shares worth $1.92M. The position accounts for 0.01% of the portfolio, ranked #272.

Moneta Group Investment Advisors first reported a position in XLV in Q2 2018 and has held it in 23 quarters since. 1,807 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Moneta Group Investment Advisors held 13,068 shares of State Street Health Care Select Sector SPDR ETF worth $1.92M as of Q1 2026.
  • Moneta Group Investment Advisors bought 3,314 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $511K.
  • State Street Health Care Select Sector SPDR ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #272 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 23 quarters since.
  • 1,807 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.