MWM
XLV icon

Moulton Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Moulton Wealth 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
2026
Q2 		$2.81M Buy
+17,682
New +$2.63M 1.85% 12
2026
Q1 		– Sell
-16,208
Closed -$2.52M – 79
2025
Q4 		$2.52M Buy
16,208
+528
+3% +$79.1K 2.39% 9
2025
Q3 		$2.18M Buy
15,680
+4,243
+37% +$574K 1.59% 16
2025
Q2 		$1.55M Sell
11,437
-10,393
-48% -$1.4M 1.17% 23
2025
Q1 		$3.19M Buy
21,830
+3,760
+21% +$546K 2.43% 10
2024
Q4 		$2.49M Sell
18,070
-7,570
-30% -$1.11M 1.91% 14
2024
Q3 		$3.89M Buy
25,640
+4,695
+22% +$712K 3.24% 8
2024
Q2 		$3.05M Buy
20,945
+143
+0.7% +$20.5K 2.77% 9
2024
Q1 		$3.07M Buy
+20,802
New +$2.98M 3.22% 7
2022
Q1 		– Sell
-2,821
Closed -$388K – 30
2021
Q4 		$388K Sell
2,821
-14,512
-84% -$1.93M 0.28% 26
2021
Q3 		$2.21M Buy
+17,333
New +$2.29M 1.65% 20

Other funds holding XLV

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
GC
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
KL
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
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Moulton Wealth Management's XLV Position: Q2 2026 in Review

Moulton Wealth Management opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 17,682 shares worth $2.81M. The stake represents 1.85% of the portfolio and ranks #12 among its holdings. This is a return to the name: Moulton Wealth Management previously reported a position in XLV as recently as Q4 2025.

Moulton Wealth Management first reported a position in XLV in Q3 2021 and has held it in 11 quarters since. The position peaked at $3.89M in Q3 2024. 476 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Moulton Wealth Management held 17,682 shares of State Street Health Care Select Sector SPDR ETF worth $2.81M as of Q2 2026.
  • State Street Health Care Select Sector SPDR ETF was a new Moulton Wealth Management position in Q2 2026.
  • State Street Health Care Select Sector SPDR ETF made up 1.85% of Moulton Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Moulton Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2021 and has held it in 11 quarters since.
  • Moulton Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $3.89M in Q3 2024.
  • 476 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.