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

Capital Performance 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
Q3 		$215K Buy
+1,274
New +$212K 0.01% 305

Other funds holding XLV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Jordan Park Group
Jordan Park Group San Francisco, California $2B AUM 16.09% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Capital Performance Advisors's XLV Position: Q3 2026 in Review

Capital Performance Advisors opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2026: 1,274 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #305 among its holdings.

1,362 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

  • Capital Performance Advisors held 1,274 shares of State Street Health Care Select Sector SPDR ETF worth $215K as of Q3 2026.
  • State Street Health Care Select Sector SPDR ETF was a new Capital Performance Advisors position in Q3 2026.
  • State Street Health Care Select Sector SPDR ETF made up 0.01% of Capital Performance Advisors's portfolio in Q3 2026, its #305 holding.
  • 1,362 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on Capital Performance Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.