Cavalier Investments’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Cavalier Investments’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	$17.1M	Buy	107,957 +103,284	+2,210%	+$15.4M	0.71%	18
2026 Q1	$685K	Buy	+4,673	New	+$721K	0.02%	102
2021 Q3	–	Sell	-15,521	Closed	-$1.95M	–	110
2021 Q2	$1.95M	Buy	+15,521	New	+$1.9M	0.7%	51
2020 Q2	–	Sell	-19,020	Closed	-$1.69M	–	132
2020 Q1	$1.69M	Sell	19,020 -3,856	-17%	-$375K	1%	27
2019 Q4	$2.33M	Sell	22,876 -44,140	-66%	-$4.24M	1.01%	37
2019 Q3	$6.04M	Buy	67,016 +5,500	+9%	+$502K	2.61%	10
2019 Q2	$5.69M	Buy	+61,516	New	+$5.53M	2.38%	11
2019 Q1	–	Sell	-225,414	Closed	-$19.5M	–	176
2018 Q4	$19.5M	Buy	225,414 +65,930	+41%	+$5.97M	6.29%	3
2018 Q3	$15.2M	Sell	159,484 -60,432	-27%	-$5.46M	4.41%	1
2018 Q2	$18.4M	Sell	219,916 -19,019	-8%	-$1.58M	6.19%	4
2018 Q1	$19.5M	Buy	238,935 +99,046	+71%	+$8.44M	6.87%	2
2017 Q4	$11.6M	Buy	139,889 +137,778	+6,527%	+$11.4M	4.62%	3
2017 Q3	$173K	Sell	2,111 -125,244	-98%	-$10.1M	0.08%	140
2017 Q2	$10.1M	Sell	127,355 -1,886	-1%	-$144K	5.62%	3
2017 Q1	$9.61M	Buy	+129,241	New	+$9.42M	5.38%	4
2016 Q4	–	Sell	-114,761	Closed	-$8.28M	–	158
2016 Q3	$8.28M	Sell	114,761 -43,325	-27%	-$3.19M	5.03%	9
2016 Q2	$11.3M	Buy	+158,086	New	+$11.1M	6.63%	5

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 22.96% 1-Year Est. Return

HIIFS

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

Cavalier Investments's XLV Position: Q2 2026 in Review

Cavalier Investments increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2,210% in Q2 2026, buying an estimated $15.4M and bringing the position to 107,957 shares worth $17.1M. The position accounts for 0.71% of the portfolio, ranked #18.

Cavalier Investments first reported a position in XLV in Q2 2016 and has held it in 17 quarters since. The position peaked at $19.5M in Q4 2018. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Cavalier Investments held 107,957 shares of State Street Health Care Select Sector SPDR ETF worth $17.1M as of Q2 2026.
Cavalier Investments bought 103,284 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $15.4M.
State Street Health Care Select Sector SPDR ETF made up 0.71% of Cavalier Investments's portfolio in Q2 2026, its #18 holding.
Cavalier Investments first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2016 and has held it in 17 quarters since.
Cavalier Investments's State Street Health Care Select Sector SPDR ETF position peaked at $19.5M in Q4 2018.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Cavalier Investments's 13F filing for Q2 2026, filed 14 Aug 2026.