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DLK Investment Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

DLK Investment 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 		$766K Buy
+5,259
New +$782K 0.33% 44
2024
Q4 		– Sell
-5,196
Closed -$800K – 116
2024
Q3 		$800K Sell
5,196
-63
-1% -$9.55K 0.31% 47
2024
Q2 		$766K Buy
5,259
+129
+3% +$18.5K 0.32% 45
2024
Q1 		$758K Buy
5,130
+245
+5% +$35.1K 0.32% 43
2023
Q4 		$666K Buy
+4,885
New +$635K 0.3% 48

Other funds holding XLV

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
GG
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

DLK Investment Management's XLV Position: Q2 2026 in Review

DLK Investment Management opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 5,259 shares worth $766K. The stake represents 0.33% of the portfolio and ranks #44 among its holdings. This is a return to the name: DLK Investment Management previously reported a position in XLV as recently as Q3 2024.

DLK Investment Management first reported a position in XLV in Q4 2023 and has held it in 5 quarters since. The position peaked at $800K in Q3 2024. 603 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • DLK Investment Management held 5,259 shares of State Street Health Care Select Sector SPDR ETF worth $766K as of Q2 2026.
  • State Street Health Care Select Sector SPDR ETF was a new DLK Investment Management position in Q2 2026.
  • State Street Health Care Select Sector SPDR ETF made up 0.33% of DLK Investment Management's portfolio in Q2 2026, its #44 holding.
  • DLK Investment Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 5 quarters since.
  • DLK Investment Management's State Street Health Care Select Sector SPDR ETF position peaked at $800K in Q3 2024.
  • 603 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on DLK Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.