Oakmont Advisory Group’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
$959K Buy
6,044
+344
+6% +$51.2K 0.81% 23
2026
Q1
$836K Buy
+5,700
New +$879K 0.85% 26

Other funds holding XLV

Oakmont Advisory Group's XLV Position: Q2 2026 in Review

Oakmont Advisory Group increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 6% in Q2 2026, buying an estimated $51.2K and bringing the position to 6,044 shares worth $959K. The position accounts for 0.81% of the portfolio, ranked #23.

Oakmont Advisory Group first reported a position in XLV in Q1 2026 and has held it in 2 quarters since. 1,846 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Oakmont Advisory Group held 6,044 shares of State Street Health Care Select Sector SPDR ETF worth $959K as of Q2 2026.
  • Oakmont Advisory Group bought 344 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $51.2K.
  • State Street Health Care Select Sector SPDR ETF made up 0.81% of Oakmont Advisory Group's portfolio in Q2 2026, its #23 holding.
  • Oakmont Advisory Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,846 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.