How many shares of XLV does Aptus Capital Advisors, LLC own?

As of 2026-Q2, Aptus Capital Advisors, LLC holds 6,078 shares of XLV (HEALTH CARE SELECT SECTOR SPDR).

What is Aptus Capital Advisors, LLC's XLV position worth?

As of 2026-Q2, Aptus Capital Advisors, LLC's XLV position is worth $964,335.

Is Aptus Capital Advisors, LLC buying or selling XLV?

In 2026-Q2, Aptus Capital Advisors, LLC decreased their XLV position (-13.0% change in shares).

When did Aptus Capital Advisors, LLC first buy XLV?

Based on available 13F filings, Aptus Capital Advisors, LLC first reported a position in XLV in 2020-Q1. They have held the position across 26 quarters.

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Aptus Capital Advisors, LLC

XLV
26 quarters

Position history for Aptus Capital Advisors, LLC's holdings in HEALTH CARE SELECT SECTOR SPDR

Current Value

$964,335

Current Shares

6,078

Total Value Change

+$871,335

Total Shares Change

+5,018

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	6,078	-13.0%	$964,335	0.0%	$158.66	0
2026-Q1	Decreased	6,983	-6.0%	$1M	0.0%	$156.74	0
2025-Q4	Increased	7,432	+15.6%	$1.2M	0.0%	$155.68	29
2025-Q3	Decreased	6,430	-7.2%	$894,863	0.0%	$135.32	0
2025-Q2	Decreased	6,931	-33.1%	$934,206	0.0%	$132.75	0
2025-Q1	Decreased	10,356	-6.1%	$1.5M	0.0%	$142.57	0
2024-Q4	Increased	11,033	+45.3%	$1.5M	0.0%	$134.87	35
2024-Q3	Decreased	7,591	-13.1%	$1.2M	0.0%	$149.70	0
2024-Q2	Decreased	8,739	-14.1%	$1.3M	0.0%	$142.06	0
2024-Q1	Increased	10,177	+34.7%	$1.5M	0.0%	$143.42	33
2023-Q4	Decreased	7,555	-27.6%	$1M	0.0%	$131.93	0
2023-Q3	Increased	10,431	+260.2%	$1.3M	0.0%	$123.98	41
2023-Q2	Decreased	2,896	-3.6%	$384,386	0.0%	$126.01	0
2023-Q1	Decreased	3,005	-93.4%	$388,987	0.0%	$122.35	0
2022-Q4	Decreased	45,487	-23.7%	$6.2M	0.2%	$129.26	0
2022-Q3	Increased	59,613	+2006.5%	$7.2M	0.2%	$116.36	53
2022-Q2	Increased	2,830	+29.6%	$363,000	0.0%	$121.31	30
2022-Q1	Increased	2,184	+30.9%	$299,000	0.0%	$130.02	30
2021-Q4	Increased	1,669	+34.9%	$235,000	0.0%	$132.56	30
2021-Q3	Unchanged	1,237	0.0%	$157,000	0.0%	$120.29	0
2021-Q2	Increased	1,237	+45.9%	$156,000	0.0%	$117.21	31
2021-Q1	Unchanged	848	0.0%	$99,000	0.0%	$107.94	0
2020-Q4	Decreased	848	-46.3%	$96,000	0.0%	$103.64	0
2020-Q3	Increased	1,579	+49.0%	$166,000	0.0%	$95.46	31
2020-Q2	Unchanged	1,060	0.0%	$106,000	0.0%	$90.10	0
2020-Q1	New	1,060	-	$93,000	0.0%	$81.13	30

Other major holders of XLV: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

XLV26 quarters

XLV
26 quarters