Capstone Investment Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Capstone Investment 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
2024 Q3	–	Sell	-494,700	Closed	-$72.1M	–	2247
2024 Q2	$72.1M	Sell	494,700 -160,500	-24%	-$23M	0.23%	55
2024 Q1	$96.8M	Sell	655,200 -45,100	-6%	-$6.47M	0.35%	40
2023 Q4	$95.5M	Buy	700,300 +534,500	+322%	+$69.5M	0.29%	50
2023 Q3	$21.3M	Sell	165,800 -461,800	-74%	-$61.3M	0.1%	139
2023 Q2	$83.3M	Buy	627,600 +198,200	+46%	+$26.1M	0.41%	30
2023 Q1	$55.6M	Buy	+429,400	New	+$56.1M	0.28%	38
2022 Q4	–	Sell	-100,000	Closed	-$12.1M	–	1682
2022 Q3	$12.1M	Buy	+100,000	New	+$12.9M	0.07%	193
2019 Q3	–	Sell	-2,100	Closed	-$195K	–	1469
2019 Q2	$195K	Buy	+2,100	New	+$189K	﹤0.01%	1261

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Capstone Investment Advisors's XLV Position: Q2 2026 in Review

Capstone Investment Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026, closing a stake of 2,595 shares — an estimated $386K sold.

Capstone Investment Advisors first reported a position in XLV in Q3 2013 and held it in 8 quarters. The position peaked at $3.8M in Q1 2025. 1,864 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Capstone Investment Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Capstone Investment Advisors sold 2,595 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $386K.
Capstone Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2013 and held it in 8 quarters.
Capstone Investment Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $3.8M in Q1 2025.
1,864 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.