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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$763K Buy
4,808
+50
+1% +$7.44K 0.09% 136
2026
Q1
$698K Buy
4,758
+210
+5% +$32.4K 0.09% 140
2025
Q4
$704K Sell
4,548
-102
-2% -$15.3K 0.09% 144
2025
Q3
$647K Sell
4,650
-27
-0.6% -$3.65K 0.08% 142
2025
Q2
$630K Sell
4,677
-2
-0% -$270 0.09% 136
2025
Q1
$683K Sell
4,679
-7
-0.1% -$1.02K 0.11% 127
2024
Q4
$645K Sell
4,686
-2,622
-36% -$384K 0.1% 129
2024
Q3
$1.13M Sell
7,308
-1,542
-17% -$234K 0.18% 103
2024
Q2
$1.29M Sell
8,850
-3,144
-26% -$451K 0.17% 125
2024
Q1
$1.77M Sell
11,994
-423
-3% -$60.7K 0.24% 101
2023
Q4
$1.69M Sell
12,417
-2,644
-18% -$344K 0.27% 93
2023
Q3
$1.95M Sell
15,061
-90
-0.6% -$11.9K 0.35% 84
2023
Q2
$2.01M Sell
15,151
-261
-2% -$34.4K 0.35% 87
2023
Q1
$2M Buy
15,412
+186
+1% +$24.3K 0.37% 81
2022
Q4
$2.07M Sell
15,226
-4,173
-22% -$553K 0.43% 71
2022
Q3
$2.35M Buy
19,399
+4,949
+34% +$637K 0.54% 51
2022
Q2
$1.85M Buy
14,450
+4,254
+42% +$558K 0.39% 74
2022
Q1
$1.4M Buy
10,196
+2,935
+40% +$389K 0.25% 104
2021
Q4
$1.02M Buy
7,261
+2,197
+43% +$292K 0.18% 127
2021
Q3
$645K Buy
5,064
+200
+4% +$26.4K 0.16% 130
2021
Q2
$618K Sell
4,864
-260
-5% -$31.9K 0.16% 127
2021
Q1
$598K Buy
5,124
+98
+2% +$11.3K 0.17% 128
2020
Q4
$570K Buy
+5,026
New +$549K 0.16% 121

Other funds holding XLV

Lake Street Private Wealth's XLV Position: Q2 2026 in Review

Lake Street Private Wealth increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.1% in Q2 2026, buying an estimated $7.44K and bringing the position to 4,808 shares worth $763K. The position accounts for 0.09% of the portfolio, ranked #136.

Lake Street Private Wealth first reported a position in XLV in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.35M in Q3 2022. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Lake Street Private Wealth held 4,808 shares of State Street Health Care Select Sector SPDR ETF worth $763K as of Q2 2026.
  • Lake Street Private Wealth bought 50 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $7.44K.
  • State Street Health Care Select Sector SPDR ETF made up 0.09% of Lake Street Private Wealth's portfolio in Q2 2026, its #136 holding.
  • Lake Street Private Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
  • Lake Street Private Wealth's State Street Health Care Select Sector SPDR ETF position peaked at $2.35M in Q3 2022.
  • 1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.