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Capital & Planning LLC’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Capital & Planning 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 		– Sell
-18
Closed -$2.6K – 173
2026
Q1 		$2.6K Buy
+18
New +$2.78K ﹤0.01% 139
2025
Q1 		– Sell
-17
Closed -$2.39K – 191
2024
Q4 		$2.39K Buy
+17
New +$2.49K ﹤0.01% 150

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 22.9% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Capital & Planning LLC's XLV Position: Q2 2026 in Review

Capital & Planning LLC sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026, closing a stake of 18 shares — an estimated $2.6K sold.

Capital & Planning LLC first reported a position in XLV in Q4 2024 and held it in 2 quarters. The position peaked at $2.6K in Q1 2026. 1,865 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Capital & Planning LLC reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 18 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $2.6K.
  • Capital & Planning LLC first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and held it in 2 quarters.
  • Capital & Planning LLC's State Street Health Care Select Sector SPDR ETF position peaked at $2.6K in Q1 2026.
  • 1,865 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.