Morton Capital Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Morton Capital Management’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
2025 Q3	–	Sell	-2,038	Closed	-$275K	–	139
2025 Q2	$275K	Buy	+2,038	New	+$275K	0.05%	98

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

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

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

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

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

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Morton Capital Management's XLV Position: Q3 2025 in Review

Morton Capital Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2025, closing a stake of 2,038 shares — an estimated $275K sold.

Morton Capital Management first reported a position in XLV in Q2 2025 and held it in 1 quarter. The position peaked at $275K in Q2 2025. 1,647 funds tracked by Wall St. Rank hold XLV as of Q3 2025.

Morton Capital Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Morton Capital Management sold 2,038 State Street Health Care Select Sector SPDR ETF shares in Q3 2025, an estimated $275K.
Morton Capital Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2025 and held it in 1 quarter.
Morton Capital Management's State Street Health Care Select Sector SPDR ETF position peaked at $275K in Q2 2025.
1,647 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2025.

Based on Morton Capital Management's 13F filing for Q3 2025, filed 24 Oct 2025.