Aptus Capital Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Aptus Capital Advisors’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	$964K	Sell	6,078 -905	-13%	-$135K	0.01%	627
2026 Q1	$1.02M	Sell	6,983 -449	-6%	-$69.3K	0.01%	579
2025 Q4	$1.15M	Buy	7,432 +1,002	+16%	+$150K	0.01%	550
2025 Q3	$895K	Sell	6,430 -501	-7%	-$67.8K	0.01%	571
2025 Q2	$934K	Sell	6,931 -3,425	-33%	-$462K	0.01%	548
2025 Q1	$1.51M	Sell	10,356 -677	-6%	-$98.4K	0.02%	437
2024 Q4	$1.52M	Buy	11,033 +3,442	+45%	+$504K	0.02%	442
2024 Q3	$1.17M	Sell	7,591 -1,148	-13%	-$174K	0.02%	384
2024 Q2	$1.27M	Sell	8,739 -1,438	-14%	-$206K	0.02%	352
2024 Q1	$1.5M	Buy	10,177 +2,622	+35%	+$376K	0.03%	336
2023 Q4	$1.03M	Sell	7,555 -2,876	-28%	-$374K	0.03%	288
2023 Q3	$1.34M	Buy	10,431 +7,535	+260%	+$1M	0.04%	272
2023 Q2	$384K	Sell	2,896 -109	-4%	-$14.4K	0.01%	352
2023 Q1	$389K	Sell	3,005 -42,482	-93%	-$5.55M	0.01%	345
2022 Q4	$6.18M	Sell	45,487 -14,126	-24%	-$1.87M	0.19%	95
2022 Q3	$7.22M	Buy	59,613 +56,783	+2,006%	+$7.31M	0.17%	79
2022 Q2	$363K	Buy	2,830 +646	+30%	+$84.7K	0.01%	305
2022 Q1	$299K	Buy	2,184 +515	+31%	+$68.2K	0.01%	358
2021 Q4	$235K	Buy	1,669 +432	+35%	+$57.4K	0.01%	344
2021 Q3	$157K	Hold	1,237	–	–	﹤0.01%	365
2021 Q2	$156K	Buy	1,237 +389	+46%	+$47.7K	﹤0.01%	374
2021 Q1	$99K	Hold	848	–	–	﹤0.01%	370
2020 Q4	$96K	Sell	848 -731	-46%	-$79.8K	﹤0.01%	338
2020 Q3	$166K	Buy	1,579 +519	+49%	+$54.6K	0.01%	302
2020 Q2	$106K	Hold	1,060	–	–	0.01%	289
2020 Q1	$93K	Buy	+1,060	New	+$103K	0.01%	289

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Aptus Capital Advisors's XLV Position: Q2 2026 in Review

Aptus Capital Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 13% in Q2 2026, selling an estimated $135K and leaving 6,078 shares worth $964K. The position accounts for 0.01% of the portfolio, ranked #627.

Aptus Capital Advisors first reported a position in XLV in Q1 2020 and has held it in 26 quarters since. The position peaked at $7.22M in Q3 2022. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Aptus Capital Advisors held 6,078 shares of State Street Health Care Select Sector SPDR ETF worth $964K as of Q2 2026.
Aptus Capital Advisors sold 905 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $135K.
State Street Health Care Select Sector SPDR ETF made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #627 holding.
Aptus Capital Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
Aptus Capital Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $7.22M in Q3 2022.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.