Oak Harbor Wealth Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Oak Harbor Wealth Partners’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	–	Sell	-1,446	Closed	-$212K	–	297
2026 Q1	$212K	Sell	1,446 -24	-2%	-$3.7K	0.05%	190
2025 Q4	$228K	Buy	1,470 +108	+8%	+$16.2K	0.05%	185
2025 Q3	$190K	Sell	1,362 -49	-3%	-$6.63K	0.05%	197
2025 Q2	$190K	Buy	1,411 +846	+150%	+$114K	0.05%	191
2025 Q1	$82.5K	Sell	565 -185	-25%	-$26.9K	0.02%	210
2024 Q4	$103K	Buy	+750	New	+$110K	0.03%	184
2024 Q3	–	Sell	-77	Closed	-$11.2K	–	227
2024 Q2	$11.2K	Hold	77	–	–	﹤0.01%	208
2024 Q1	$11.4K	Sell	77 -56	-42%	-$8.03K	﹤0.01%	212
2023 Q4	$18.1K	Buy	+133	New	+$17.3K	0.01%	205
2022 Q1	–	Sell	-82	Closed	-$12K	–	248
2021 Q4	$12K	Buy	+82	New	+$10.9K	﹤0.01%	225

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

Oak Harbor Wealth Partners's XLV Position: Q2 2026 in Review

Oak Harbor Wealth Partners sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026, closing a stake of 1,446 shares — an estimated $212K sold.

Oak Harbor Wealth Partners first reported a position in XLV in Q4 2021 and held it in 10 quarters. The position peaked at $228K in Q4 2025. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Oak Harbor Wealth Partners reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Oak Harbor Wealth Partners sold 1,446 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $212K.
Oak Harbor Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and held it in 10 quarters.
Oak Harbor Wealth Partners's State Street Health Care Select Sector SPDR ETF position peaked at $228K in Q4 2025.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.