Laurel Oak Wealth Management’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
$358K Buy
2,257
+140
+7% +$20.8K 0.05% 254
2026
Q1
$310K Buy
2,117
+107
+5% +$16.5K 0.05% 266
2025
Q4
$311K Buy
+2,010
New +$301K 0.05% 259

Other funds holding XLV

Laurel Oak Wealth Management's XLV Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 6.6% in Q2 2026, buying an estimated $20.8K and bringing the position to 2,257 shares worth $358K. The position accounts for 0.05% of the portfolio, ranked #254.

Laurel Oak Wealth Management first reported a position in XLV in Q4 2025 and has held it in 3 quarters since. 1,866 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Laurel Oak Wealth Management held 2,257 shares of State Street Health Care Select Sector SPDR ETF worth $358K as of Q2 2026.
  • Laurel Oak Wealth Management bought 140 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $20.8K.
  • State Street Health Care Select Sector SPDR ETF made up 0.05% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #254 holding.
  • Laurel Oak Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,866 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.