Rothschild Capital Partners’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 | $25.1M | Sell |
171,004
-27,134
| -14% | -$4.19M | 6.15% | 6 |
|
|
2025
Q4 | $30.7M | Buy |
198,138
+84,855
| +75% | +$12.7M | 7.21% | 4 |
|
|
2025
Q3 | $15.8M | Sell |
113,283
-1,982
| -2% | -$268K | 3.72% | 10 |
|
|
2025
Q2 | $15.5M | Buy |
115,265
+10
| +0% | +$1.35K | 4.08% | 10 |
|
|
2025
Q1 | $16.8M | Buy |
115,255
+8,403
| +8% | +$1.22M | 4.4% | 10 |
|
|
2024
Q4 | $14.7M | Buy |
106,852
+17,685
| +20% | +$2.59M | 3.57% | 11 |
|
|
2024
Q3 | $13.7M | Sell |
89,167
-15,602
| -15% | -$2.36M | 3.83% | 10 |
|
|
2024
Q2 | $15.3M | Buy |
104,769
+26,719
| +34% | +$3.83M | 4.36% | 9 |
|
|
2024
Q1 | $11.5M | Hold |
78,050
| – | – | 3.35% | 14 |
|
|
2023
Q4 | $10.6M | Sell |
78,050
-24,462
| -24% | -$3.18M | 3.35% | 13 |
|
|
2023
Q3 | $13.2M | Buy |
102,512
+2,442
| +2% | +$324K | 5.16% | 7 |
|
|
2023
Q2 | $13.3M | Buy |
100,070
+57,780
| +137% | +$7.62M | 4.9% | 9 |
|
|
2023
Q1 | $5.47M | Sell |
42,290
-32,494
| -43% | -$4.24M | 2.25% | 19 |
|
|
2022
Q4 | $10.2M | Buy |
74,784
+26
| +0% | +$3.44K | 4.31% | 10 |
|
|
2022
Q3 | $9.05M | Sell |
74,758
-50,207
| -40% | -$6.47M | 4.17% | 9 |
|
|
2022
Q2 | $16M | Sell |
124,965
-9,065
| -7% | -$1.19M | 6.7% | 4 |
|
|
2022
Q1 | $18.4M | Buy |
134,030
+111,105
| +485% | +$14.7M | 6.44% | 5 |
|
|
2021
Q4 | $3.23M | Buy |
+22,925
| New | +$3.04M | 0.96% | 30 |
|
|
2021
Q3 | – | Sell |
-75,627
| Closed | -$9.53M | – | 43 |
|
|
2021
Q2 | $9.53M | Buy |
75,627
+18,295
| +32% | +$2.24M | 3.05% | 12 |
|
|
2021
Q1 | $6.69M | Sell |
57,332
-490
| -0.8% | -$56.6K | 2.26% | 18 |
|
|
2020
Q4 | $6.56M | Sell |
57,822
-15,518
| -21% | -$1.69M | 2.35% | 17 |
|
|
2020
Q3 | $7.74M | Hold |
73,340
| – | – | 3.06% | 12 |
|
|
2020
Q2 | $7.34M | Sell |
73,340
-42,315
| -37% | -$4.18M | 3.06% | 12 |
|
|
2020
Q1 | $10.2M | Sell |
115,655
-46,727
| -29% | -$4.54M | 5.7% | 7 |
|
|
2019
Q4 | $16.5M | Buy |
162,382
+9,571
| +6% | +$920K | 7.53% | 1 |
|
|
2019
Q3 | $13.8M | Sell |
152,811
-23,893
| -14% | -$2.18M | 6.94% | 2 |
|
|
2019
Q2 | $16.4M | Hold |
176,704
| – | – | 8.01% | 1 |
|
|
2019
Q1 | $16.2M | Sell |
176,704
-1,900
| -1% | -$171K | 9.05% | 1 |
|
|
2018
Q4 | $15.5M | Sell |
178,604
-53,555
| -23% | -$4.85M | 8.34% | 2 |
|
|
2018
Q3 | $22.1M | Buy |
232,159
+32,636
| +16% | +$2.95M | 9.81% | 1 |
|
|
2018
Q2 | $16.7M | Buy |
199,523
+20,875
| +12% | +$1.73M | 6.96% | 3 |
|
|
2018
Q1 | $14.5M | Sell |
178,648
-13,843
| -7% | -$1.18M | 5.71% | 3 |
|
|
2017
Q4 | $15.9M | Buy |
192,491
+47,105
| +32% | +$3.88M | 6.24% | 3 |
|
|
2017
Q3 | $11.9M | Buy |
145,386
+108,702
| +296% | +$8.73M | 5.11% | 4 |
|
|
2017
Q2 | $2.91M | Sell |
36,684
-55,290
| -60% | -$4.21M | 1.1% | 32 |
|
|
2017
Q1 | $6.84M | Buy |
91,974
+19,949
| +28% | +$1.45M | 2.67% | 13 |
|
|
2016
Q4 | $4.96M | Buy |
72,025
+47,282
| +191% | +$3.28M | 2.11% | 20 |
|
|
2016
Q3 | $1.78M | Sell |
24,743
-3,601
| -13% | -$265K | 0.64% | 49 |
|
|
2016
Q2 | $2.03M | Buy |
+28,344
| New | +$2M | 0.78% | 38 |
|
Other funds holding XLV
Rothschild Capital Partners's XLV Position: Q1 2026 in Review
Rothschild Capital Partners reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 14% in Q1 2026, selling an estimated $4.19M and leaving 171,004 shares worth $25.1M. The position accounts for 6.15% of the portfolio, ranked #6.
Rothschild Capital Partners first reported a position in XLV in Q2 2016 and has held it in 39 quarters since. The position peaked at $30.7M in Q4 2025. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.
- Rothschild Capital Partners held 171,004 shares of State Street Health Care Select Sector SPDR ETF worth $25.1M as of Q1 2026.
- Rothschild Capital Partners sold 27,134 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $4.19M.
- State Street Health Care Select Sector SPDR ETF made up 6.15% of Rothschild Capital Partners's portfolio in Q1 2026, its #6 holding.
- Rothschild Capital Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2016 and has held it in 39 quarters since.
- Rothschild Capital Partners's State Street Health Care Select Sector SPDR ETF position peaked at $30.7M in Q4 2025.
- 1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.
Based on Rothschild Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.