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Retirement Capital Strategies’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Retirement Capital Strategies’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 		– Sell
-1,355
Closed -$210K – 71
2025
Q4 		$210K Sell
1,355
-614
-31% -$92K 0.08% 68
2025
Q3 		$274K Hold
1,969
– – 0.11% 58
2025
Q2 		$265K Sell
1,969
-482
-20% -$65.1K 0.11% 59
2025
Q1 		$358K Hold
2,451
– – 0.14% 69
2024
Q4 		$337K Hold
2,451
– – 0.13% 67
2024
Q3 		$378K Hold
2,451
– – 0.15% 52
2024
Q2 		$357K Hold
2,451
– – 0.14% 55
2024
Q1 		$362K Sell
2,451
-3,677
-60% -$527K 0.15% 56
2023
Q4 		$836K Sell
6,128
-182
-3% -$23.7K 0.36% 38
2023
Q3 		$812K Buy
6,310
+3,576
+131% +$475K 0.38% 31
2023
Q2 		$363K Hold
2,734
– – 0.17% 52
2023
Q1 		$354K Hold
2,734
– – 0.17% 33
2022
Q4 		$371K Sell
2,734
-421
-13% -$55.8K 0.18% 30
2022
Q3 		$382K Sell
3,155
-220
-7% -$28.3K 0.17% 33
2022
Q2 		$433K Hold
3,375
– – 0.19% 44
2022
Q1 		$468K Hold
3,375
– – 0.19% 38
2021
Q4 		$476K Sell
3,375
-293
-8% -$38.9K 0.17% 49
2021
Q3 		$467K Buy
3,668
+294
+9% +$38.9K 0.18% 47
2021
Q2 		$425K Hold
3,374
– – 0.16% 62
2021
Q1 		$394K Sell
3,374
-10,058
-75% -$1.16M 0.16% 56
2020
Q4 		$1.52M Sell
13,432
-846
-6% -$92.3K 0.62% 32
2020
Q3 		$1.45M Sell
14,278
-1,154
-7% -$121K 0.67% 31
2020
Q2 		$1.54M Sell
15,432
-52,786
-77% -$5.21M 0.73% 22
2020
Q1 		$6.04M Buy
+68,218
New +$6.63M 3.3% 11

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Retirement Capital Strategies's XLV Position: Q1 2026 in Review

Retirement Capital Strategies sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026, closing a stake of 1,355 shares — an estimated $210K sold.

Retirement Capital Strategies first reported a position in XLV in Q1 2020 and held it in 24 quarters. The position peaked at $6.04M in Q1 2020. 1,807 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Retirement Capital Strategies reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Retirement Capital Strategies sold 1,355 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $210K.
  • Retirement Capital Strategies first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2020 and held it in 24 quarters.
  • Retirement Capital Strategies's State Street Health Care Select Sector SPDR ETF position peaked at $6.04M in Q1 2020.
  • 1,807 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Retirement Capital Strategies's 13F filing for Q1 2026, filed 15 May 2026.