MSH Capital Advisors’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
$2.69M Buy
18,346
+37
+0.2% +$5.71K 0.57% 49
2025
Q4
$2.83M Sell
18,309
-52
-0.3% -$7.79K 0.61% 43
2025
Q3
$2.56M Buy
18,361
+5,522
+43% +$747K 0.68% 43
2025
Q2
$1.73M Sell
12,839
-26
-0.2% -$3.51K 0.5% 57
2025
Q1
$1.88M Buy
12,865
+7,140
+125% +$1.04M 0.58% 49
2024
Q4
$788K Buy
5,725
+3,482
+155% +$510K 0.25% 101
2024
Q3
$345K Sell
2,243
-269
-11% -$40.8K 0.11% 176
2024
Q2
$366K Sell
2,512
-32
-1% -$4.59K 0.12% 167
2024
Q1
$376K Sell
2,544
-214
-8% -$30.7K 0.13% 152
2023
Q4
$376K Sell
2,758
-2,125
-44% -$276K 0.14% 148
2023
Q3
$629K Buy
4,883
+245
+5% +$32.5K 0.25% 106
2023
Q2
$616K Buy
4,638
+1,259
+37% +$166K 0.23% 112
2023
Q1
$437K Buy
3,379
+1,527
+82% +$199K 0.19% 125
2022
Q4
$252K Sell
1,852
-160
-8% -$21.2K 0.11% 173
2022
Q3
$244K Buy
2,012
+81
+4% +$10.4K 0.12% 164
2022
Q2
$248K Sell
1,931
-42
-2% -$5.5K 0.12% 164
2022
Q1
$270K Buy
+1,973
New +$261K 0.11% 168

Other funds holding XLV

MSH Capital Advisors's XLV Position: Q1 2026 in Review

MSH Capital Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.2% in Q1 2026, buying an estimated $5.71K and bringing the position to 18,346 shares worth $2.69M. The position accounts for 0.57% of the portfolio, ranked #49.

MSH Capital Advisors first reported a position in XLV in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.83M in Q4 2025. 1,803 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • MSH Capital Advisors held 18,346 shares of State Street Health Care Select Sector SPDR ETF worth $2.69M as of Q1 2026.
  • MSH Capital Advisors bought 37 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $5.71K.
  • State Street Health Care Select Sector SPDR ETF made up 0.57% of MSH Capital Advisors's portfolio in Q1 2026, its #49 holding.
  • MSH Capital Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
  • MSH Capital Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $2.83M in Q4 2025.
  • 1,803 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.