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Capital Insight Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Capital Insight Partners’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
Q1 		– Sell
-47,997
Closed -$7.43M – 131
2025
Q4 		$7.43M Sell
47,997
-8,194
-15% -$1.23M 1.57% 19
2025
Q3 		$7.82M Sell
56,191
-4,405
-7% -$596K 1.29% 24
2025
Q2 		$8.17M Sell
60,596
-4,669
-7% -$630K 1.42% 23
2025
Q1 		$9.53M Sell
65,265
-456
-0.7% -$66.2K 1.66% 13
2024
Q4 		$9.04M Buy
65,721
+1,397
+2% +$204K 1.56% 13
2024
Q3 		$9.91M Buy
64,324
+1,562
+2% +$237K 1.73% 11
2024
Q2 		$9.15M Buy
62,762
+1,599
+3% +$229K 1.73% 9
2024
Q1 		$9.04M Buy
61,163
+23,868
+64% +$3.42M 1.69% 11
2023
Q4 		$5.09M Buy
37,295
+19,650
+111% +$2.56M 1.04% 25
2023
Q3 		$2.27M Sell
17,645
-79
-0.4% -$10.5K 0.52% 66
2023
Q2 		$2.35M Sell
17,724
-155
-0.9% -$20.4K 0.53% 61
2023
Q1 		$2.31M Sell
17,879
-243
-1% -$31.7K 0.54% 64
2022
Q4 		$2.46M Sell
18,122
-534
-3% -$70.8K 0.64% 55
2022
Q3 		$2.26M Sell
18,656
-6,920
-27% -$891K 0.61% 58
2022
Q2 		$3.28M Sell
25,576
-676
-3% -$88.6K 0.77% 41
2022
Q1 		$3.6M Sell
26,252
-1,373
-5% -$182K 0.73% 44
2021
Q4 		$3.89M Sell
27,625
-671
-2% -$89.1K 0.79% 45
2021
Q3 		$3.6M Sell
28,296
-686
-2% -$90.7K 0.78% 39
2021
Q2 		$3.65M Sell
28,982
-480
-2% -$58.8K 0.82% 38
2021
Q1 		$3.44M Sell
29,462
-157
-0.5% -$18.1K 0.84% 37
2020
Q4 		$3.36M Sell
29,619
-1,379
-4% -$151K 0.85% 36
2020
Q3 		$3.27M Buy
30,998
+4,699
+18% +$495K 0.92% 30
2020
Q2 		$2.63M Buy
+26,299
New +$2.6M 0.83% 37

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Capital Insight Partners's XLV Position: Q1 2026 in Review

Capital Insight Partners sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 47,997 shares — an estimated $7.43M sold.

Capital Insight Partners first reported a position in XLV in Q2 2020 and held it in 23 quarters. The position peaked at $9.91M in Q3 2024. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Capital Insight Partners reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Insight Partners sold 47,997 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $7.43M.
  • Capital Insight Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2020 and held it in 23 quarters.
  • Capital Insight Partners's State Street Health Care Select Sector SPDR ETF position peaked at $9.91M in Q3 2024.
  • 1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.