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 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 $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Cavalier Investments's XLV Position: Q1 2026 in Review

Cavalier Investments opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026: 4,673 shares worth $685K. The stake represents 0.02% of the portfolio and ranks #102 among its holdings. This is a return to the name: Cavalier Investments previously reported a position in XLV as recently as Q2 2021.

Cavalier Investments first reported a position in XLV in Q2 2016 and has held it in 16 quarters since. The position peaked at $19.5M in Q4 2018. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Cavalier Investments held 4,673 shares of State Street Health Care Select Sector SPDR ETF worth $685K as of Q1 2026.
State Street Health Care Select Sector SPDR ETF was a new Cavalier Investments position in Q1 2026.
State Street Health Care Select Sector SPDR ETF made up 0.02% of Cavalier Investments's portfolio in Q1 2026, its #102 holding.
Cavalier Investments first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2016 and has held it in 16 quarters since.
Cavalier Investments's State Street Health Care Select Sector SPDR ETF position peaked at $19.5M in Q4 2018.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Cavalier Investments's 13F filing for Q1 2026, filed 15 May 2026.