Prime Capital Investment Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Prime Capital Investment Advisors’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	$5.44M	Sell	37,106 -2,919	-7%	-$450K	0.06%	214
2025 Q4	$6.2M	Sell	40,025 -3,182	-7%	-$477K	0.08%	182
2025 Q3	$6.01M	Sell	43,207 -378	-0.9%	-$51.1K	0.08%	176
2025 Q2	$5.87M	Sell	43,585 -16,700	-28%	-$2.26M	0.08%	178
2025 Q1	$8.8M	Buy	60,285 +11,434	+23%	+$1.66M	0.1%	151
2024 Q4	$6.72M	Sell	48,851 -4,898	-9%	-$717K	0.1%	148
2024 Q3	$8.28M	Sell	53,749 -767	-1%	-$116K	0.12%	133
2024 Q2	$7.95M	Sell	54,516 -12,291	-18%	-$1.76M	0.12%	133
2024 Q1	$9.87M	Sell	66,807 -142,387	-68%	-$20.4M	0.14%	126
2023 Q4	$28.5M	Sell	209,194 -62,213	-23%	-$8.09M	0.43%	53
2023 Q3	$34.9M	Sell	271,407 -17,300	-6%	-$2.3M	0.72%	29
2023 Q2	$38.3M	Buy	288,707 +44,008	+18%	+$5.8M	0.76%	29
2023 Q1	$31.7M	Sell	244,699 -20,782	-8%	-$2.71M	1.3%	13
2022 Q4	$36.1M	Buy	265,481 +49,435	+23%	+$6.55M	1.37%	13
2022 Q3	$26.2M	Buy	216,046 +26,462	+14%	+$3.41M	1.5%	14
2022 Q2	$24.3M	Buy	189,584 +105,205	+125%	+$13.8M	1.45%	12
2022 Q1	$11.9M	Sell	84,379 -758	-0.9%	-$100K	0.66%	28
2021 Q4	$12M	Buy	85,137 +26,504	+45%	+$3.52M	0.64%	28
2021 Q3	$7.46M	Buy	58,633 +50,827	+651%	+$6.72M	0.47%	33
2021 Q2	$983K	Buy	7,806 +1,498	+24%	+$184K	0.06%	186
2021 Q1	$736K	Sell	6,308 -54,031	-90%	-$6.24M	0.05%	171
2020 Q4	$6.84M	Buy	60,339 +7,665	+15%	+$837K	0.53%	27
2020 Q3	$5.56M	Buy	52,674 +712	+1%	+$74.9K	0.47%	29
2020 Q2	$5.2M	Buy	+51,962	New	+$5.13M	0.49%	36
2019 Q1	–	Sell	-47,500	Closed	-$4.11M	–	476
2018 Q4	$4.11M	Buy	+47,500	New	+$4.3M	1.49%	19

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

Prime Capital Investment Advisors's XLV Position: Q1 2026 in Review

Prime Capital Investment Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 7.3% in Q1 2026, selling an estimated $450K and leaving 37,106 shares worth $5.44M. The position accounts for 0.06% of the portfolio, ranked #214.

Prime Capital Investment Advisors first reported a position in XLV in Q4 2018 and has held it in 25 quarters since. The position peaked at $38.3M in Q2 2023. 1,807 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Prime Capital Investment Advisors held 37,106 shares of State Street Health Care Select Sector SPDR ETF worth $5.44M as of Q1 2026.
Prime Capital Investment Advisors sold 2,919 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $450K.
State Street Health Care Select Sector SPDR ETF made up 0.06% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #214 holding.
Prime Capital Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2018 and has held it in 25 quarters since.
Prime Capital Investment Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $38.3M in Q2 2023.
1,807 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.