Moody Lynn & Lieberson’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Moody Lynn & Lieberson’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	$984K	Hold	6,201	–	–	0.05%	125
2026 Q1	$909K	Hold	6,201	–	–	0.05%	121
2025 Q4	$960K	Hold	6,201	–	–	0.05%	121
2025 Q3	$863K	Hold	6,201	–	–	0.05%	128
2025 Q2	$836K	Hold	6,201	–	–	0.05%	132
2025 Q1	$905K	Sell	6,201 -220	-3%	-$32K	0.06%	125
2024 Q4	$883K	Sell	6,421 -237	-4%	-$34.7K	0.05%	123
2024 Q3	$1.03M	Buy	6,658 +747	+13%	+$113K	0.06%	128
2024 Q2	$862K	Buy	5,911 +906	+18%	+$130K	0.06%	127
2024 Q1	$739K	Hold	5,005	–	–	0.05%	135
2023 Q4	$683K	Hold	5,005	–	–	0.05%	137
2023 Q3	$644K	Hold	5,005	–	–	0.06%	129
2023 Q2	$664K	Hold	5,005	–	–	0.05%	131
2023 Q1	$648K	Hold	5,005	–	–	0.06%	135
2022 Q4	$679K	Hold	5,005	–	–	0.06%	133
2022 Q3	$606K	Hold	5,005	–	–	0.06%	130
2022 Q2	$642K	Sell	5,005 -26,230	-84%	-$3.44M	0.06%	133
2022 Q1	$4.28M	Buy	31,235 +25,713	+466%	+$3.4M	0.31%	67
2021 Q4	$778K	Buy	5,522 +932	+20%	+$124K	0.05%	139
2021 Q3	$584K	Hold	4,590	–	–	0.04%	150
2021 Q2	$578K	Hold	4,590	–	–	0.04%	143
2021 Q1	$536K	Hold	4,590	–	–	0.04%	150
2020 Q4	$521K	Sell	4,590 -840	-15%	-$91.7K	0.04%	147
2020 Q3	$573K	Hold	5,430	–	–	0.06%	123
2020 Q2	$543K	Hold	5,430	–	–	0.06%	118
2020 Q1	$481	Hold	5,430	–	–	0.07%	108
2019 Q4	$553K	Hold	5,430	–	–	0.05%	153
2019 Q3	$489K	Sell	5,430 -9,910	-65%	-$905K	0.05%	143
2019 Q2	$1.42M	Buy	15,340 +9,910	+183%	+$891K	0.16%	88
2019 Q1	$498K	Hold	5,430	–	–	0.06%	142
2018 Q4	$470K	Hold	5,430	–	–	0.06%	138
2018 Q3	$517K	Sell	5,430 -863	-14%	-$78K	0.05%	154
2018 Q2	$525K	Buy	6,293 +863	+16%	+$71.5K	0.06%	148
2018 Q1	$442K	Hold	5,430	–	–	0.05%	164
2017 Q4	$485K	Hold	5,430	–	–	0.05%	169
2017 Q3	$444K	Hold	5,430	–	–	0.05%	168
2017 Q2	$430K	Hold	5,430	–	–	0.06%	170
2017 Q1	$404K	Sell	5,430 -700	-11%	-$51K	0.06%	137
2016 Q4	$423K	Hold	6,130	–	–	0.06%	133
2016 Q3	$442K	Hold	6,130	–	–	0.07%	121
2016 Q2	$440K	Sell	6,130 -600	-9%	-$42.3K	0.08%	109
2016 Q1	$456K	Sell	6,730 -77,520	-92%	-$5.19M	0.07%	117
2015 Q4	$6.07M	Buy	84,250 +77,220	+1,098%	+$5.46M	0.95%	41
2015 Q3	$466K	Sell	7,030 -16,320	-70%	-$1.19M	0.09%	109
2015 Q2	$1.74M	Buy	23,350 +15,040	+181%	+$1.11M	0.28%	81
2015 Q1	$602K	Buy	8,310 +705	+9%	+$50.3K	0.1%	107
2014 Q4	$520K	Sell	7,605 -14,065	-65%	-$941K	0.07%	126
2014 Q3	$1.39M	Sell	21,670 -3,575	-14%	-$224K	0.21%	92
2014 Q2	$1.54M	Buy	25,245 +18,815	+293%	+$1.11M	0.21%	94
2014 Q1	$376K	Sell	6,430 -18,680	-74%	-$1.08M	0.05%	137
2013 Q4	$1.39M	Buy	+25,110	New	+$1.34M	0.19%	106

Other funds holding XLV

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Moody Lynn & Lieberson's XLV Position: Q2 2026 in Review

Moody Lynn & Lieberson held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 6,201 shares worth $984K. The position accounts for 0.05% of the portfolio, ranked #125.

Moody Lynn & Lieberson first reported a position in XLV in Q4 2013 and has held it in 51 quarters since. The position peaked at $6.07M in Q4 2015. 603 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Moody Lynn & Lieberson held 6,201 shares of State Street Health Care Select Sector SPDR ETF worth $984K as of Q2 2026.
Moody Lynn & Lieberson left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.05% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #125 holding.
Moody Lynn & Lieberson first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2013 and has held it in 51 quarters since.
Moody Lynn & Lieberson's State Street Health Care Select Sector SPDR ETF position peaked at $6.07M in Q4 2015.
603 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.