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

Capital Advisors Ltd’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 		$292K Sell
1,839
-258
-12% -$38.4K 0.03% 257
2026
Q1 		$307K Hold
2,097
– – 0.03% 245
2025
Q4 		$325K Sell
2,097
-21
-1% -$3.15K 0.04% 227
2025
Q3 		$295K Sell
2,118
-1,241
-37% -$168K 0.03% 235
2025
Q2 		$453K Buy
3,359
+36
+1% +$4.86K 0.06% 175
2025
Q1 		$485K Hold
3,323
– – 0.06% 159
2024
Q4 		$457K Hold
3,323
– – 0.06% 167
2024
Q3 		$512K Buy
3,323
+1
+0% +$152 0.06% 157
2024
Q2 		$484K Hold
3,322
– – 0.06% 158
2024
Q1 		$491K Buy
3,322
+539
+19% +$77.3K 0.06% 156
2023
Q4 		$380K Hold
2,783
– – 0.05% 179
2023
Q3 		$358K Sell
2,783
-51
-2% -$6.77K 0.05% 182
2023
Q2 		$376K Buy
2,834
+1
+0% +$132 0.06% 181
2023
Q1 		$367K Sell
2,833
-187
-6% -$24.4K 0.06% 167
2022
Q4 		$410K Hold
3,020
– – 0.07% 157
2022
Q3 		$366K Hold
3,020
– – 0.07% 157
2022
Q2 		$387K Hold
3,020
– – 0.07% 158
2022
Q1 		$414K Buy
3,020
+153
+5% +$20.3K 0.07% 157
2021
Q4 		$404K Buy
2,867
+1,068
+59% +$142K 0.07% 160
2021
Q3 		$229K Buy
1,799
+555
+45% +$73.4K 0.04% 199
2021
Q2 		$157K Sell
1,244
-424
-25% -$52K 0.03% 228
2021
Q1 		$195K Buy
1,668
+655
+65% +$75.6K 0.04% 184
2020
Q4 		$115K Hold
1,013
– – 0.03% 211
2020
Q3 		$107K Sell
1,013
-155
-13% -$16.3K 0.03% 210
2020
Q2 		$117K Buy
1,168
+1,051
+898% +$104K 0.03% 201
2020
Q1 		$10K Buy
+117
New +$11.4K ﹤0.01% 370

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
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

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

Capital Advisors Ltd reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 12% in Q2 2026, selling an estimated $38.4K and leaving 1,839 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #257.

Capital Advisors Ltd first reported a position in XLV in Q1 2020 and has held it in 26 quarters since. The position peaked at $512K in Q3 2024. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Capital Advisors Ltd held 1,839 shares of State Street Health Care Select Sector SPDR ETF worth $292K as of Q2 2026.
  • Capital Advisors Ltd sold 258 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $38.4K.
  • State Street Health Care Select Sector SPDR ETF made up 0.03% of Capital Advisors Ltd's portfolio in Q2 2026, its #257 holding.
  • Capital Advisors Ltd first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
  • Capital Advisors Ltd's State Street Health Care Select Sector SPDR ETF position peaked at $512K in Q3 2024.
  • 1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.