Montis Financial’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Montis Financial’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	$962K	Sell	6,064 -25	-0.4%	-$3.72K	0.2%	65
2026 Q1	$893K	Sell	6,089 -226	-4%	-$34.9K	0.18%	63
2025 Q4	$978K	Buy	6,315 +227	+4%	+$34K	0.19%	67
2025 Q3	$847K	Buy	+6,088	New	+$824K	0.2%	72
2025 Q2	–	Sell	-3,506	Closed	-$512K	–	146
2025 Q1	$512K	Buy	3,506 +16	+0.5%	+$2.32K	0.15%	89
2024 Q4	$480K	Sell	3,490 -141	-4%	-$20.6K	0.15%	90
2024 Q3	$559K	Buy	+3,631	New	+$550K	0.2%	58

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

Montis Financial's XLV Position: Q2 2026 in Review

Montis Financial reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.41% in Q2 2026, selling an estimated $3.72K and leaving 6,064 shares worth $962K. The position accounts for 0.2% of the portfolio, ranked #65.

Montis Financial first reported a position in XLV in Q3 2024 and has held it in 7 quarters since. The position peaked at $978K in Q4 2025. 1,861 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Montis Financial held 6,064 shares of State Street Health Care Select Sector SPDR ETF worth $962K as of Q2 2026.
Montis Financial sold 25 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $3.72K.
State Street Health Care Select Sector SPDR ETF made up 0.2% of Montis Financial's portfolio in Q2 2026, its #65 holding.
Montis Financial first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
Montis Financial's State Street Health Care Select Sector SPDR ETF position peaked at $978K in Q4 2025.
1,861 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.