BOK Financial Private Wealth’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

BOK Financial Private Wealth’s Portfolio XLV Stock Details XLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$172K	Hold	1,175	–	–	0.01%	182
2025 Q4	$182K	Buy	+1,175	New	+$176K	0.01%	190
2025 Q2	–	Sell	-320	Closed	-$46.7K	–	505
2025 Q1	$46.7K	Sell	320 -18	-5%	-$2.62K	﹤0.01%	264
2024 Q4	$46.5K	Buy	338 +320	+1,778%	+$46.8K	﹤0.01%	265
2024 Q3	$2.77K	Sell	18 -2,679	-99%	-$406K	﹤0.01%	464
2024 Q2	$393K	Sell	2,697 -308	-10%	-$44.2K	0.03%	141
2024 Q1	$444K	Buy	3,005 +18	+0.6%	+$2.58K	0.03%	136
2023 Q4	$407K	Hold	2,987	–	–	0.03%	133
2023 Q3	$385K	Hold	2,987	–	–	0.03%	134
2023 Q2	$396K	Buy	2,987 +1,687	+130%	+$222K	0.03%	135
2023 Q1	$168K	Sell	1,300 -170	-12%	-$22.2K	0.01%	164
2022 Q4	$200K	Hold	1,470	–	–	0.02%	157
2022 Q3	$178K	Sell	1,470 -933	-39%	-$120K	0.02%	176
2022 Q2	$308K	Buy	2,403 +933	+63%	+$122K	0.03%	150
2022 Q1	$201K	Sell	1,470 -190	-11%	-$25.2K	0.01%	305
2021 Q4	$234K	Hold	1,660	–	–	0.02%	266
2021 Q3	$211K	Sell	1,660 -80	-5%	-$10.6K	0.02%	228
2021 Q2	$219K	Hold	1,740	–	–	0.02%	212
2021 Q1	$203K	Buy	+1,740	New	+$201K	0.02%	187

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

BOK Financial Private Wealth's XLV Position: Q1 2026 in Review

BOK Financial Private Wealth held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q1 2026 at 1,175 shares worth $172K. The position accounts for 0.01% of the portfolio, ranked #182.

BOK Financial Private Wealth first reported a position in XLV in Q1 2021 and has held it in 19 quarters since. The position peaked at $444K in Q1 2024. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

BOK Financial Private Wealth held 1,175 shares of State Street Health Care Select Sector SPDR ETF worth $172K as of Q1 2026.
BOK Financial Private Wealth left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Health Care Select Sector SPDR ETF made up 0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #182 holding.
BOK Financial Private Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2021 and has held it in 19 quarters since.
BOK Financial Private Wealth's State Street Health Care Select Sector SPDR ETF position peaked at $444K in Q1 2024.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.