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 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 $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Montis Financial's XLV Position: Q1 2026 in Review

Montis Financial reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 3.6% in Q1 2026, selling an estimated $34.9K and leaving 6,089 shares worth $893K. The position accounts for 0.18% of the portfolio, ranked #63.

Montis Financial first reported a position in XLV in Q3 2024 and has held it in 6 quarters since. The position peaked at $978K in Q4 2025. 1,806 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Montis Financial held 6,089 shares of State Street Health Care Select Sector SPDR ETF worth $893K as of Q1 2026.
Montis Financial sold 226 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $34.9K.
State Street Health Care Select Sector SPDR ETF made up 0.18% of Montis Financial's portfolio in Q1 2026, its #63 holding.
Montis Financial first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2024 and has held it in 6 quarters since.
Montis Financial's State Street Health Care Select Sector SPDR ETF position peaked at $978K in Q4 2025.
1,806 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.