Cedar Mountain Advisors, LLC XLV SELECT SECTOR SPDR TR

Ownership history in Cedar Mountain Advisors, LLC  ·  27 quarters on record

AI Ownership Summary

Cedar Mountain Advisors, LLC reported SELECT SECTOR SPDR TR (XLV) in 27 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.01% in 2024 Q1. The latest visible filing shows XLV at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XLV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cedar Mountain Advisors, LLC's position in SELECT SECTOR SPDR TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

XLV was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cedar Mountain Advisors, LLC held XLV — position size vs. price
% of Fund (quarterly)    XLV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 270 -108 -28.6% 0.01% $43K 2026-07-02 $163.74
2026 Q1 UNCHANGED 378 0% 0.01% $55K 2026-04-30 $145.35
2025 Q4 UNCHANGED 378 0% 0.01% $59K 2026-02-11 $154.93
2025 Q3 UNCHANGED 378 0% 0.01% $53K 2025-10-24 $144.18
2025 Q2 UNCHANGED 378 0% 0.01% $51K 2025-07-22 $131.24
2025 Q1 REDUCED 10.8% -7.2% 378 -46 -10.8% 0.01% $55K 2025-04-14 $135.51
2024 Q4 ADDED 424 +46 +12.2% 0.01% $58K 2025-01-21 $138.85
2024 Q3 UNCHANGED 378 0% 0.01% $58K 2024-10-15 $148.26
2024 Q2 UNCHANGED 378 0% 0.01% $55K 2024-07-11 $142.40
2024 Q1 UNCHANGED 378 0% 0.01% $56K 2024-04-16 $133.50
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Cedar Mountain Advisors, LLC and XLV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cedar Mountain Advisors, LLC reported owning XLV?

Cedar Mountain Advisors, LLC reported XLV across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported XLV position in Cedar Mountain Advisors, LLC's portfolio?

The largest reported portfolio weight for XLV was 0.01% in 2024 Q1.

What is the latest reported XLV position on this page?

The most recent filing on this page is 2026 Q2, when Cedar Mountain Advisors, LLC reported 270 shares, equal to 0.01% of portfolio, with an estimated market value of $43K.

What does the chart on this XLV ownership page compare?

The chart compares Cedar Mountain Advisors, LLC's quarterly XLV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cedar Mountain Advisors, LLC time their XLV position?

Based on 13F filing dates vs. subsequent XLV price moves, Cedar Mountain Advisors, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on XLV relative to SPY over the holding period was -5.0%.

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