Dakota Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Dakota Wealth Management’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	$17.9M	Buy	113,091 +1,365	+1%	+$203K	0.34%	67
2026 Q1	$16.4M	Buy	111,726 +8,750	+8%	+$1.35M	0.35%	70
2025 Q4	$15.9M	Buy	102,976 +16,249	+19%	+$2.43M	0.28%	65
2025 Q3	$12.1M	Sell	86,727 -8,396	-9%	-$1.14M	0.24%	80
2025 Q2	$12.8M	Sell	95,123 -2,232	-2%	-$301K	0.27%	75
2025 Q1	$14.2M	Buy	97,355 +4,416	+5%	+$642K	0.33%	59
2024 Q4	$12.8M	Sell	92,939 -5,503	-6%	-$805K	0.29%	78
2024 Q3	$15.2M	Buy	98,442 +1,833	+2%	+$278K	0.34%	62
2024 Q2	$14.1M	Buy	96,609 +1,096	+1%	+$157K	0.33%	62
2024 Q1	$14.1M	Buy	95,513 +5,278	+6%	+$757K	0.35%	64
2023 Q4	$12.3M	Buy	90,235 +2,027	+2%	+$264K	0.48%	51
2023 Q3	$11.4M	Buy	88,208 +1,606	+2%	+$213K	0.5%	48
2023 Q2	$11.5M	Buy	86,602 +57,541	+198%	+$7.59M	0.54%	48
2023 Q1	$3.76M	Buy	29,061 +1,481	+5%	+$193K	0.25%	104
2022 Q4	$3.75M	Buy	27,580 +58	+0.2%	+$7.69K	0.27%	94
2022 Q3	$3.33M	Buy	27,522 +21,428	+352%	+$2.76M	0.27%	92
2022 Q2	$781K	Buy	6,094 +590	+11%	+$77.3K	0.07%	216
2022 Q1	$754K	Buy	5,504 +2,078	+61%	+$275K	0.06%	227
2021 Q4	$483K	Sell	3,426 -51	-1%	-$6.77K	0.05%	241
2021 Q3	$443K	Sell	3,477 -100	-3%	-$13.2K	0.05%	246
2021 Q2	$450K	Sell	3,577 -220	-6%	-$27K	0.05%	232
2021 Q1	$443K	Sell	3,797 -31,530	-89%	-$3.64M	0.06%	221
2020 Q4	$4.01M	Buy	35,327 +6,478	+22%	+$707K	0.52%	54
2020 Q3	$3.04M	Buy	28,849 +9,438	+49%	+$993K	0.48%	65
2020 Q2	$1.94M	Buy	19,411 +2,041	+12%	+$201K	0.33%	82
2020 Q1	$1.54M	Buy	+17,370	New	+$1.69M	0.34%	79
2019 Q3	–	Sell	-14,712	Closed	-$1.36M	–	331
2019 Q2	$1.36M	Buy	14,712 +2,868	+24%	+$258K	0.26%	94
2019 Q1	$1.09M	Buy	+11,844	New	+$1.07M	0.22%	106
2018 Q4	–	Sell	-2,128	Closed	-$202K	–	296
2018 Q3	$202K	Buy	+2,128	New	+$192K	0.05%	257

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HIIFS

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

Dakota Wealth Management's XLV Position: Q2 2026 in Review

Dakota Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.2% in Q2 2026, buying an estimated $203K and bringing the position to 113,091 shares worth $17.9M. The position accounts for 0.34% of the portfolio, ranked #67.

Dakota Wealth Management first reported a position in XLV in Q3 2018 and has held it in 29 quarters since. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Dakota Wealth Management held 113,091 shares of State Street Health Care Select Sector SPDR ETF worth $17.9M as of Q2 2026.
Dakota Wealth Management bought 1,365 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $203K.
State Street Health Care Select Sector SPDR ETF made up 0.34% of Dakota Wealth Management's portfolio in Q2 2026, its #67 holding.
Dakota Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2018 and has held it in 29 quarters since.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.