MIM
XLV icon

MTM Investment Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

MTM Investment 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 		$3.65M Buy
23,006
+261
+1% +$38.8K 1.04% 20
2026
Q1 		$3.33M Buy
22,745
+194
+0.9% +$29.9K 1.06% 22
2025
Q4 		$3.49M Buy
22,551
+421
+2% +$63.1K 1.11% 17
2025
Q3 		$3.08M Sell
22,130
-156
-0.7% -$21.1K 0.98% 22
2025
Q2 		$3M Buy
22,286
+913
+4% +$123K 1.01% 22
2025
Q1 		$3.06M Sell
21,373
-25
-0.1% -$3.63K 1.18% 20
2024
Q4 		$2.94M Buy
21,398
+28
+0.1% +$4.1K 1.13% 21
2024
Q3 		$3.24M Buy
21,370
+62
+0.3% +$9.4K 1.26% 20
2024
Q2 		$3.11M Buy
21,308
+140
+0.7% +$20.1K 1.27% 20
2024
Q1 		$3.13M Buy
21,168
+125
+0.6% +$17.9K 1.29% 20
2023
Q4 		$2.87M Sell
21,043
-664
-3% -$86.4K 1.31% 17
2023
Q3 		$2.79M Buy
21,707
+67
+0.3% +$8.89K 1.41% 18
2023
Q2 		$2.87M Buy
21,640
+177
+0.8% +$23.3K 1.4% 17
2023
Q1 		$2.78M Buy
21,463
+196
+0.9% +$25.6K 1.43% 18
2022
Q4 		$2.89M Buy
21,267
+2,593
+14% +$344K 1.5% 16
2022
Q3 		$2.26M Buy
18,674
+3,445
+23% +$444K 1.28% 19
2022
Q2 		$1.98M Buy
15,229
+65
+0.4% +$8.52K 1.07% 23
2022
Q1 		$2.08M Buy
15,164
+283
+2% +$37.5K 1.01% 29
2021
Q4 		$2.1M Hold
14,881
– – 1% 27
2021
Q3 		$1.89M Hold
14,881
– – 1.03% 24
2021
Q2 		$1.87M Hold
14,881
– – 0.98% 26
2021
Q1 		$1.74M Sell
14,881
-620
-4% -$71.6K 0.98% 27
2020
Q4 		$1.76M Buy
+15,501
New +$1.69M 1.09% 23

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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

MTM Investment Management's XLV Position: Q2 2026 in Review

MTM Investment Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.1% in Q2 2026, buying an estimated $38.8K and bringing the position to 23,006 shares worth $3.65M. The position accounts for 1.04% of the portfolio, ranked #20.

MTM Investment Management first reported a position in XLV in Q4 2020 and has held it in 23 quarters since. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • MTM Investment Management held 23,006 shares of State Street Health Care Select Sector SPDR ETF worth $3.65M as of Q2 2026.
  • MTM Investment Management bought 261 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $38.8K.
  • State Street Health Care Select Sector SPDR ETF made up 1.04% of MTM Investment Management's portfolio in Q2 2026, its #20 holding.
  • MTM Investment Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.