Capital Investment Advisors, LLC / XLV
Capital Investment Advisors, LLC’s Select Sector Spdr Tr Position
Does Capital Investment Advisors, LLC own Select Sector Spdr Tr (XLV)? Yes — 345.8K shares worth $51M (+0.74% of its 13F portfolio) as of Q1 2026, down from 755.3K shares the prior filed quarter.
Position Value
$51M
Q1 2026
Shares
345.8K
% of Portfolio
+0.74%
Quarters Held
30
currently held
Position History XLV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 345.8K | $51M | +0.74% |
| Q4 2025 | 755.3K | $117M | +1.78% |
| Q3 2025 | 686.4K | $96M | +1.57% |
| Q2 2025 | 647.2K | $88M | +1.55% |
| Q1 2025 | 614.4K | $90M | +1.76% |
| Q4 2024 | 561.3K | $77M | +1.57% |
| Q3 2024 | 548.2K | $84M | +1.74% |
| Q2 2024 | 537.2K | $78M | +1.77% |
| Q1 2024 | 309.9K | $46M | +1.07% |
| Q4 2023 | 619.4K | $84M | +2.12% |
| Q3 2023 | 625.3K | $80M | +2.23% |
| Q2 2023 | 616.2K | $82M | +2.49% |
| Q1 2023 | 603.0K | $78M | +2.30% |
| Q4 2022 | 584.9K | $79M | +2.40% |
| Q3 2022 | 563.9K | $68M | +2.34% |
| Q2 2022 | 547.3K | $70M | +2.33% |
| Q1 2022 | 535.9K | $73M | +2.24% |
| Q4 2021 | 522.3K | $74M | +2.25% |
| Q3 2021 | 510.9K | $65M | +2.19% |
| Q2 2021 | 472.3K | $59M | +2.05% |
| Q1 2021 | 454.7K | $53M | +2.00% |
| Q4 2020 | 420.5K | $48M | +1.99% |
| Q3 2020 | 376.2K | $40M | +1.89% |
| Q2 2020 | 355.8K | $36M | +1.85% |
| Q1 2020 | 282.5K | $25M | +1.60% |
| Q4 2019 | 274.3K | $28M | +1.35% |
| Q3 2019 | 264.2K | $24M | +1.25% |
| Q2 2019 | 254.2K | $24M | +1.29% |
| Q1 2019 | 70.0K | $6M | +0.37% |
| Q4 2018 | 71.5K | $6M | +0.41% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capital Investment Advisors, LLC’s full portfolio or all institutional holders of XLV.