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Capitol Family Office’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Capitol Family Office’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 		$84.5K Sell
532
-440
-45% -$65.5K 0.09% 30
2026
Q1 		$151K Hold
972
– – 0.18% 26
2025
Q4 		$151K Sell
972
-496
-34% -$74.3K 0.18% 26
2025
Q3 		$204K Sell
1,468
-298
-17% -$40.3K 0.25% 26
2025
Q2 		$238K Sell
1,766
-233
-12% -$31.5K 0.31% 25
2025
Q1 		$292K Sell
1,999
-15,097
-88% -$2.19M 0.41% 25
2024
Q4 		$2.35M Sell
17,096
-3,560
-17% -$521K 3.14% 9
2024
Q3 		$3.18M Buy
20,656
+652
+3% +$98.8K 3.94% 7
2024
Q2 		$2.92M Sell
20,004
-236
-1% -$33.9K 3.9% 8
2024
Q1 		$2.99M Sell
20,240
-765
-4% -$110K 3.87% 7
2023
Q4 		$2.86M Buy
21,005
+531
+3% +$69.1K 4.82% 7
2023
Q3 		$2.64M Sell
20,474
-1,819
-8% -$241K 4.96% 7
2023
Q2 		$2.96M Buy
22,293
+193
+0.9% +$25.4K 6.75% 4
2023
Q1 		$2.86M Buy
22,100
+482
+2% +$63K 5.65% 6
2022
Q4 		$2.94M Buy
+21,618
New +$2.86M 5.95% 4
2022
Q1 		– Sell
-79,350
Closed -$11.2M – 26
2021
Q4 		$11.2M Buy
+79,350
New +$10.5M 7.67% 5

Other funds holding XLV

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

Capitol Family Office's XLV Position: Q2 2026 in Review

Capitol Family Office reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 45% in Q2 2026, selling an estimated $65.5K and leaving 532 shares worth $84.5K. The position accounts for 0.09% of the portfolio, ranked #30.

Capitol Family Office first reported a position in XLV in Q4 2021 and has held it in 16 quarters since. The position peaked at $11.2M in Q4 2021. 1,088 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Capitol Family Office held 532 shares of State Street Health Care Select Sector SPDR ETF worth $84.5K as of Q2 2026.
  • Capitol Family Office sold 440 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $65.5K.
  • State Street Health Care Select Sector SPDR ETF made up 0.09% of Capitol Family Office's portfolio in Q2 2026, its #30 holding.
  • Capitol Family Office first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 16 quarters since.
  • Capitol Family Office's State Street Health Care Select Sector SPDR ETF position peaked at $11.2M in Q4 2021.
  • 1,088 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Capitol Family Office's 13F filing for Q2 2026, filed 31 Jul 2026.