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 Q3	–	Sell	-5,259	Closed	-$766K	–	130
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

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DLK Investment Management's XLV Position: Q3 2026 in Review

DLK Investment Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2026, closing a stake of 5,259 shares — an estimated $766K sold.

DLK Investment Management first reported a position in XLV in Q4 2023 and held it in 5 quarters. The position peaked at $800K in Q3 2024. 340 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

DLK Investment Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
DLK Investment Management sold 5,259 State Street Health Care Select Sector SPDR ETF shares in Q3 2026, an estimated $766K.
DLK Investment Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and held it in 5 quarters.
DLK Investment Management's State Street Health Care Select Sector SPDR ETF position peaked at $800K in Q3 2024.
340 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on DLK Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.