SEC 13F Intelligence

Objective Capital Management, LLC / XLV

Objective Capital Management, LLC’s Select Sector Spdr Tr Position

Does Objective Capital Management, LLC own Select Sector Spdr Tr (XLV)? Yes8.1K shares worth $1M (+1.19% of its 13F portfolio) as of Q1 2026, up from 8.1K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
8.1K
% of Portfolio
+1.19%
Quarters Held
15
currently held

Position History XLV

Reported value by quarter
Q1 ’22: $2MQ1 ’22Q2 ’22: $1MQ3 ’22: $1MQ3 ’22Q4 ’22: $1MQ1 ’23: $1MQ1 ’23Q2 ’23: $1MQ3 ’23: $1MQ3 ’23Q1 ’24: $1MQ2 ’24: $2MQ2 ’24Q3 ’24: $2MQ1 ’25: $1MQ1 ’25Q2 ’25: $1MQ3 ’25: $1MQ3 ’25Q4 ’25: $1MQ1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20268.1K$1M+1.19%
Q4 20258.1K$1M+1.27%
Q3 20258.1K$1M+1.16%
Q2 20258.1K$1M+1.22%
Q1 20258.2K$1M+1.52%
Q3 202410.3K$2M+0.93%
Q2 202410.7K$2M+1.07%
Q1 202410.7K$1M+1.11%
Q3 202311.6K$1M+1.33%
Q2 202311.0K$1M+1.27%
Q1 202311.0K$1M+1.30%
Q4 202210.7K$1M+1.45%
Q3 202210.7K$1M+1.38%
Q2 202210.5K$1M+1.36%
Q1 202211.7K$2M+1.23%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Objective Capital Management, LLC’s full portfolio or all institutional holders of XLV.