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

MV 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
2026 Q2	$2.06M	Sell	12,966 -1,559	-11%	-$232K	0.18%	78
2026 Q1	$2.13M	Sell	14,525 -638	-4%	-$98.4K	0.21%	77
2025 Q4	$2.35M	Sell	15,163 -820	-5%	-$123K	0.23%	76
2025 Q3	$2.22M	Sell	15,983 -8,713	-35%	-$1.18M	0.21%	77
2025 Q2	$3.33M	Sell	24,696 -1,924	-7%	-$260K	0.34%	50
2025 Q1	$3.89M	Sell	26,620 -8,825	-25%	-$1.28M	0.42%	41
2024 Q4	$4.88M	Sell	35,445 -2,817	-7%	-$412K	0.52%	34
2024 Q3	$5.89M	Sell	38,262 -1,061	-3%	-$161K	0.63%	31
2024 Q2	$5.73M	Sell	39,323 -861	-2%	-$124K	0.64%	31
2024 Q1	$5.94M	Sell	40,184 -1,767	-4%	-$253K	0.68%	30
2023 Q4	$5.72M	Sell	41,951 -746	-2%	-$97K	0.72%	28
2023 Q3	$5.5M	Sell	42,697 -429	-1%	-$57K	0.73%	29
2023 Q2	$5.72M	Sell	43,126 -3,200	-7%	-$422K	0.76%	23
2023 Q1	$6M	Sell	46,326 -1,282	-3%	-$167K	0.84%	21
2022 Q4	$6.47M	Sell	47,608 -489	-1%	-$64.8K	1%	17
2022 Q3	$5.83M	Buy	48,097 +1,020	+2%	+$131K	1%	15
2022 Q2	$6.04M	Sell	47,077 -283	-0.6%	-$37.1K	1.03%	18
2022 Q1	$6.49M	Sell	47,360 -1,551	-3%	-$205K	0.98%	19
2021 Q4	$6.89M	Sell	48,911 -1,104	-2%	-$147K	1%	21
2021 Q3	$6.37M	Sell	50,015 -256	-0.5%	-$33.8K	1.05%	20
2021 Q2	$6.33M	Sell	50,271 -12,965	-21%	-$1.59M	1.08%	21
2021 Q1	$7.38M	Sell	63,236 -26,833	-30%	-$3.1M	1.35%	20
2020 Q4	$10.2M	Sell	90,069 -15	-0%	-$1.64K	1.94%	15
2020 Q3	$9.5M	Buy	90,084 +1,517	+2%	+$160K	1.97%	16
2020 Q2	$8.86M	Buy	88,567 +85,061	+2,426%	+$8.4M	2.09%	15
2020 Q1	$311K	Sell	3,506 -5,593	-61%	-$543K	0.08%	79
2019 Q4	$927K	Buy	9,099 +6,260	+221%	+$602K	0.2%	54
2019 Q3	$256K	Sell	2,839 -6,755	-70%	-$617K	0.06%	97
2019 Q2	$889K	Buy	9,594 +6,530	+213%	+$587K	0.21%	46
2019 Q1	$281K	Sell	3,064 -10,107	-77%	-$911K	0.07%	85
2018 Q4	$1.14M	Sell	13,171 -1,021	-7%	-$92.4K	0.32%	36
2018 Q3	$1.35M	Sell	14,192 -1,367	-9%	-$123K	0.34%	32
2018 Q2	$1.3M	Buy	15,559 +271	+2%	+$22.5K	0.34%	33
2018 Q1	$1.24M	Buy	15,288 +535	+4%	+$45.6K	0.33%	34
2017 Q4	$1.22M	Buy	14,753 +457	+3%	+$37.7K	0.33%	36
2017 Q3	$1.17M	Sell	14,296 -679	-5%	-$54.5K	0.33%	36
2017 Q2	$1.19M	Buy	14,975 +473	+3%	+$36K	0.35%	36
2017 Q1	$1.08M	Buy	14,502 +13,232	+1,042%	+$964K	0.34%	36
2016 Q4	$88K	Sell	1,270 -10,800	-89%	-$750K	0.03%	128
2016 Q3	$870K	Buy	12,070 +7,532	+166%	+$554K	0.32%	30
2016 Q2	$325K	Sell	4,538 -9	-0.2%	-$634	0.12%	68
2016 Q1	$308K	Sell	4,547 -12,263	-73%	-$821K	0.12%	67
2015 Q4	$1.21M	Buy	16,810 +15,110	+889%	+$1.07M	0.48%	32
2015 Q3	$113K	Sell	1,700 -50,617	-97%	-$3.7M	0.05%	108
2015 Q2	$3.89M	Sell	52,317 -26,684	-34%	-$1.98M	1.58%	16
2015 Q1	$5.73M	Sell	79,001 -5,385	-6%	-$384K	2.4%	12
2014 Q4	$5.77M	Buy	+84,386	New	+$5.65M	2.62%	14

Other funds holding XLV

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

MV Capital Management's XLV Position: Q2 2026 in Review

MV Capital Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 11% in Q2 2026, selling an estimated $232K and leaving 12,966 shares worth $2.06M. The position accounts for 0.18% of the portfolio, ranked #78.

MV Capital Management first reported a position in XLV in Q4 2014 and has held it in 47 quarters since. The position peaked at $10.2M in Q4 2020. 882 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

MV Capital Management held 12,966 shares of State Street Health Care Select Sector SPDR ETF worth $2.06M as of Q2 2026.
MV Capital Management sold 1,559 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $232K.
State Street Health Care Select Sector SPDR ETF made up 0.18% of MV Capital Management's portfolio in Q2 2026, its #78 holding.
MV Capital Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2014 and has held it in 47 quarters since.
MV Capital Management's State Street Health Care Select Sector SPDR ETF position peaked at $10.2M in Q4 2020.
882 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.