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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$11M Buy
+75,000
New +$11.6M 0.3% 36

Other funds holding XLV

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. 1,802 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.
  • 1,802 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.