LVM Capital Management’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
Q2
$1.64M Buy
10,321
+403
+4% +$60K 0.14% 65
2026
Q1
$1.45M Buy
9,918
+556
+6% +$85.8K 0.14% 69
2025
Q4
$1.45M Buy
9,362
+496
+6% +$74.3K 0.13% 66
2025
Q3
$1.23M Buy
8,866
+432
+5% +$58.5K 0.12% 70
2025
Q2
$1.14M Buy
8,434
+747
+10% +$101K 0.12% 71
2025
Q1
$1.12M Buy
7,687
+65
+0.9% +$9.44K 0.12% 70
2024
Q4
$1.05M Buy
7,622
+637
+9% +$93.2K 0.11% 69
2024
Q3
$1.02M Hold
6,985
0.12% 69
2024
Q2
$1.02M Sell
6,985
-15
-0.2% -$2.15K 0.12% 69
2024
Q1
$1.03M Buy
7,000
+80
+1% +$11.5K 0.12% 65
2023
Q4
$944K Sell
6,920
-555
-7% -$72.2K 0.12% 71
2023
Q3
$962K Sell
7,475
-76
-1% -$10.1K 0.14% 67
2023
Q2
$1M Sell
7,551
-270
-3% -$35.6K 0.13% 65
2023
Q1
$1.01M Sell
7,821
-535
-6% -$69.9K 0.14% 66
2022
Q4
$1.14M Sell
8,356
-67
-0.8% -$8.88K 0.16% 65
2022
Q3
$1.02M Sell
8,423
-4,445
-35% -$573K 0.16% 66
2022
Q2
$1.65M Sell
12,868
-479
-4% -$62.8K 0.24% 57
2022
Q1
$1.83M Sell
13,347
-56
-0.4% -$7.41K 0.24% 57
2021
Q4
$1.89M Buy
13,403
+823
+7% +$109K 0.25% 56
2021
Q3
$1.6M Buy
12,580
+712
+6% +$94.1K 0.24% 56
2021
Q2
$1.5M Buy
11,868
+493
+4% +$60.4K 0.23% 56
2021
Q1
$1.33M Buy
11,375
+301
+3% +$34.7K 0.22% 56
2020
Q4
$1.26M Buy
11,074
+3,068
+38% +$335K 0.21% 54
2020
Q3
$844K Buy
+8,006
New +$843K 0.16% 55
2016
Q4
Sell
-6,600
Closed -$401K 130
2016
Q3
$401K Buy
+6,600
New +$486K 0.13% 73
2015
Q1
Sell
-6,460
Closed -$442K 119
2014
Q4
$442K Sell
6,460
-140
-2% -$9.37K 0.15% 68
2014
Q3
$422K Hold
6,600
0.14% 73
2014
Q2
$401K Buy
6,600
+50
+0.8% +$2.94K 0.13% 73
2014
Q1
$383K Buy
6,550
+1,620
+33% +$93.4K 0.13% 75
2013
Q4
$273K Hold
4,930
0.1% 92
2013
Q3
$249K Hold
4,930
0.09% 94
2013
Q2
$235K Buy
+4,930
New +$236K 0.09% 103

Other funds holding XLV

LVM Capital Management's XLV Position: Q2 2026 in Review

LVM Capital Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 4.1% in Q2 2026, buying an estimated $60K and bringing the position to 10,321 shares worth $1.64M. The position accounts for 0.14% of the portfolio, ranked #65.

LVM Capital Management first reported a position in XLV in Q2 2013 and has held it in 32 quarters since. The position peaked at $1.89M in Q4 2021. 882 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • LVM Capital Management held 10,321 shares of State Street Health Care Select Sector SPDR ETF worth $1.64M as of Q2 2026.
  • LVM Capital Management bought 403 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $60K.
  • State Street Health Care Select Sector SPDR ETF made up 0.14% of LVM Capital Management's portfolio in Q2 2026, its #65 holding.
  • LVM Capital Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and has held it in 32 quarters since.
  • LVM Capital Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.89M in Q4 2021.
  • 882 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.