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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-800,000
Closed -$101M 618
2021
Q2
$101M Buy
+800,000
New +$98M 2.94% 10

Other funds holding XLV

Aptus Capital Advisors's XLV Position: Q1 2026 in Review

Aptus Capital Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 6% in Q1 2026, selling an estimated $69.3K and leaving 6,983 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #579.

Aptus Capital Advisors first reported a position in XLV in Q1 2020 and has held it in 25 quarters since. The position peaked at $7.22M in Q3 2022. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Aptus Capital Advisors held 6,983 shares of State Street Health Care Select Sector SPDR ETF worth $1.02M as of Q1 2026.
  • Aptus Capital Advisors sold 449 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $69.3K.
  • State Street Health Care Select Sector SPDR ETF made up 0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #579 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 25 quarters since.
  • Aptus Capital Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $7.22M in Q3 2022.
  • 1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.