Cabana LLC’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Cabana LLC’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	$2.45M	Sell	15,451 -246	-2%	-$36.6K	18.48%	1
2026 Q1	$2.3M	Hold	15,697	–	–	18.06%	1
2025 Q4	$2.43M	Buy	+15,697	New	+$2.35M	18.21%	1
2025 Q2	–	Sell	-3,562	Closed	-$520K	–	23
2025 Q1	$520K	Sell	3,562 -17,895	-83%	-$2.6M	3.24%	10
2024 Q4	$2.95M	Buy	21,457 +4,684	+28%	+$685K	14.61%	2
2024 Q3	$2.58M	Sell	16,773 -4,834	-22%	-$733K	14.39%	2
2024 Q2	$3.15M	Buy	+21,607	New	+$3.1M	14.42%	2
2021 Q3	–	Sell	-12,048	Closed	-$1.52M	–	35
2021 Q2	$1.52M	Buy	+12,048	New	+$1.48M	5.95%	10
2020 Q2	$183K	Buy	+1,828	New	+$180K	0.02%	33
2020 Q1	–	Sell	-815,644	Closed	-$83.1M	–	119
2019 Q4	$83.1M	Buy	815,644 +604,505	+286%	+$58.1M	9.75%	3
2019 Q3	$19M	Sell	211,139 -478,699	-69%	-$43.7M	2.54%	14
2019 Q2	$62.1M	Buy	+689,838	New	+$62M	9.56%	5
2018 Q2	–	Sell	-63,567	Closed	-$5.4K	–	55
2018 Q1	$5.4K	Buy	63,567 +25,971	+69%	+$2.21M	0.26%	17
2017 Q4	$3.11M	Buy	+37,596	New	+$3.1M	1.06%	19

Other funds holding XLV

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return