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

Brandywine Oak 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 Q2	$3.67M	Sell	23,128 -1,153	-5%	-$172K	0.28%	49
2026 Q1	$3.56M	Sell	24,281 -1,500	-6%	-$231K	0.3%	46
2025 Q4	$3.99M	Buy	25,781 +6	+0%	+$899	0.33%	39
2025 Q3	$3.59M	Sell	25,775 -1,584	-6%	-$214K	0.31%	44
2025 Q2	$3.69M	Sell	27,359 -442	-2%	-$59.7K	0.34%	42
2025 Q1	$4.06M	Sell	27,801 -1,361	-5%	-$198K	0.4%	37
2024 Q4	$4.01M	Sell	29,162 -338	-1%	-$49.5K	0.39%	39
2024 Q3	$4.54M	Sell	29,500 -782	-3%	-$119K	0.44%	35
2024 Q2	$4.41M	Sell	30,282 -15	-0%	-$2.15K	0.45%	35
2024 Q1	$4.48M	Sell	30,297 -34	-0.1%	-$4.88K	0.47%	34
2023 Q4	$4.14M	Sell	30,331 -1,103	-4%	-$143K	0.46%	32
2023 Q3	$4.05M	Sell	31,434 -1,817	-5%	-$241K	0.47%	30
2023 Q2	$4.41M	Sell	33,251 -1,757	-5%	-$232K	0.49%	29
2023 Q1	$4.53M	Sell	35,008 -148	-0.4%	-$19.3K	0.53%	28
2022 Q4	$4.78M	Sell	35,156 -922	-3%	-$122K	0.59%	26
2022 Q3	$4.37M	Sell	36,078 -3,078	-8%	-$396K	0.59%	26
2022 Q2	$5.02M	Buy	39,156 +276	+0.7%	+$36.2K	0.64%	21
2022 Q1	$5.33M	Sell	38,880 -400	-1%	-$53K	0.61%	32
2021 Q4	$5.55M	Buy	39,280 +499	+1%	+$66.3K	0.61%	32
2021 Q3	$4.93M	Buy	38,781 +32	+0.1%	+$4.23K	0.57%	35
2021 Q2	$4.88M	Buy	38,749 +441	+1%	+$54K	0.57%	32
2021 Q1	$4.47M	Sell	38,308 -191	-0.5%	-$22K	0.66%	27
2020 Q4	$4.37M	Sell	38,499 -139	-0.4%	-$15.2K	0.67%	29
2020 Q3	$4.08M	Sell	38,638 -293	-0.8%	-$30.8K	0.68%	27
2020 Q2	$3.92M	Buy	38,931 +3,944	+11%	+$389K	0.7%	26
2020 Q1	$3.44M	Sell	34,987 -225,580	-87%	-$21.9M	0.71%	26
2019 Q4	$26.5M	Buy	260,567 +1,583	+0.6%	+$152K	4.83%	5
2019 Q3	$23.3M	Buy	258,984 +8,270	+3%	+$755K	4.42%	6
2019 Q2	$23.2M	Buy	250,714 +31,439	+14%	+$2.83M	4.64%	4
2019 Q1	$20.1M	Buy	219,275 +54,945	+33%	+$4.95M	4.19%	7
2018 Q4	$14.4M	Buy	+164,330	New	+$14.9M	3.23%	9

Other funds holding XLV

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Brandywine Oak Private Wealth's XLV Position: Q2 2026 in Review

Brandywine Oak Private Wealth reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 4.7% in Q2 2026, selling an estimated $172K and leaving 23,128 shares worth $3.67M. The position accounts for 0.28% of the portfolio, ranked #49.

Brandywine Oak Private Wealth first reported a position in XLV in Q4 2018 and has held it in 31 quarters since. The position peaked at $26.5M in Q4 2019. 882 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Brandywine Oak Private Wealth held 23,128 shares of State Street Health Care Select Sector SPDR ETF worth $3.67M as of Q2 2026.
Brandywine Oak Private Wealth sold 1,153 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $172K.
State Street Health Care Select Sector SPDR ETF made up 0.28% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #49 holding.
Brandywine Oak Private Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
Brandywine Oak Private Wealth's State Street Health Care Select Sector SPDR ETF position peaked at $26.5M in Q4 2019.
882 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.