U.S. Capital Wealth 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
$6.02M Buy
41,058
+1,234
+3% +$190K 0.15% 162
2025
Q4
$6.16M Buy
39,824
+3,779
+10% +$566K 0.16% 158
2025
Q3
$5.02M Sell
36,045
-382
-1% -$51.7K 0.13% 177
2025
Q2
$4.91M Sell
36,427
-2,861
-7% -$386K 0.14% 164
2025
Q1
$5.74M Sell
39,288
-658
-2% -$95.6K 0.18% 144
2024
Q4
$5.5M Buy
39,946
+23,841
+148% +$3.49M 0.17% 143
2024
Q3
$2.48M Sell
16,105
-901
-5% -$137K 0.09% 216
2024
Q2
$2.48M Sell
17,006
-8,737
-34% -$1.25M 0.09% 201
2024
Q1
$3.8M Sell
25,743
-2,085
-7% -$299K 0.15% 148
2023
Q4
$3.8M Sell
27,828
-1,037
-4% -$135K 0.15% 145
2023
Q3
$3.72M Sell
28,865
-3,458
-11% -$459K 0.17% 128
2023
Q2
$4.29M Sell
32,323
-3,182
-9% -$419K 0.2% 115
2023
Q1
$4.6M Buy
35,505
+248
+0.7% +$32.4K 0.21% 109
2022
Q4
$4.79M Buy
35,257
+3,031
+9% +$402K 0.22% 102
2022
Q3
$3.9M Sell
32,226
-1,049
-3% -$135K 0.2% 115
2022
Q2
$4.27M Buy
33,275
+2,113
+7% +$277K 0.19% 116
2022
Q1
$4.27M Buy
31,162
+11,170
+56% +$1.48M 0.16% 139
2021
Q4
$2.82M Sell
19,992
-3,127
-14% -$415K 0.11% 200
2021
Q3
$2.94M Buy
+23,119
New +$3.06M 0.13% 188

Other funds holding XLV

U.S. Capital Wealth Advisors's XLV Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 3.1% in Q1 2026, buying an estimated $190K and bringing the position to 41,058 shares worth $6.02M. The position accounts for 0.15% of the portfolio, ranked #162.

U.S. Capital Wealth Advisors first reported a position in XLV in Q3 2021 and has held it in 19 quarters since. The position peaked at $6.16M in Q4 2025. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • U.S. Capital Wealth Advisors held 41,058 shares of State Street Health Care Select Sector SPDR ETF worth $6.02M as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 1,234 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $190K.
  • State Street Health Care Select Sector SPDR ETF made up 0.15% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #162 holding.
  • U.S. Capital Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2021 and has held it in 19 quarters since.
  • U.S. Capital Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $6.16M in Q4 2025.
  • 1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.