Capstone Financial Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History
Bought
Maintained
Sold
Other funds holding XLV
HIIFS
Capstone Financial Advisors's XLV Position: Q2 2026 in Review
Capstone Financial Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 6.1% in Q2 2026, buying an estimated $12.5K and bringing the position to 1,472 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #168.
Capstone Financial Advisors first reported a position in XLV in Q2 2023 and has held it in 9 quarters since. The position peaked at $270K in Q2 2024. 1,851 funds tracked by Wall St. Rank hold XLV as of Q2 2026.
- Capstone Financial Advisors held 1,472 shares of State Street Health Care Select Sector SPDR ETF worth $233K as of Q2 2026.
- Capstone Financial Advisors bought 84 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $12.5K.
- State Street Health Care Select Sector SPDR ETF made up 0.01% of Capstone Financial Advisors's portfolio in Q2 2026, its #168 holding.
- Capstone Financial Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2023 and has held it in 9 quarters since.
- Capstone Financial Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $270K in Q2 2024.
- 1,851 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.
Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.