Ring Mountain Capital’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Ring Mountain Capital’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 Q3	$740K	Sell	4,391 -198	-4%	-$33K	0.3%	47
2026 Q2	$728K	Sell	4,589 -215	-4%	-$32K	0.31%	50
2026 Q1	$704K	Sell	4,804 -217	-4%	-$33.5K	0.39%	42
2025 Q4	$782K	Sell	5,021 -353	-7%	-$52.9K	0.4%	40
2025 Q3	$748K	Sell	5,374 -600	-10%	-$81.2K	0.41%	37
2025 Q2	$788K	Sell	5,974 -1,358	-19%	-$183K	0.48%	36
2025 Q1	$1.07M	Sell	7,332 -919	-11%	-$134K	0.8%	26
2024 Q4	$1.14M	Buy	+8,251	New	+$1.21M	0.76%	27

Other funds holding XLV

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Ring Mountain Capital's XLV Position: Q3 2026 in Review

Ring Mountain Capital reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 4.3% in Q3 2026, selling an estimated $33K and leaving 4,391 shares worth $740K. The position accounts for 0.3% of the portfolio, ranked #47.

Ring Mountain Capital first reported a position in XLV in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.14M in Q4 2024. 1,732 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

Ring Mountain Capital held 4,391 shares of State Street Health Care Select Sector SPDR ETF worth $740K as of Q3 2026.
Ring Mountain Capital sold 198 State Street Health Care Select Sector SPDR ETF shares in Q3 2026, an estimated $33K.
State Street Health Care Select Sector SPDR ETF made up 0.3% of Ring Mountain Capital's portfolio in Q3 2026, its #47 holding.
Ring Mountain Capital first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
Ring Mountain Capital's State Street Health Care Select Sector SPDR ETF position peaked at $1.14M in Q4 2024.
1,732 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on Ring Mountain Capital's 13F filing for Q3 2026, filed 13 Oct 2026.