Ogorek Anthony Joseph’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Ogorek Anthony Joseph’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	$87K	Hold	550	–	–	0.02%	125
2026 Q1	$80K	Hold	550	–	–	0.02%	121
2025 Q4	$85K	Hold	550	–	–	0.02%	116
2025 Q3	$76K	Buy	+550	New	+$74.4K	0.02%	131

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

Ogorek Anthony Joseph's XLV Position: Q2 2026 in Review

Ogorek Anthony Joseph held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 550 shares worth $87K. The position accounts for 0.02% of the portfolio, ranked #125.

Ogorek Anthony Joseph first reported a position in XLV in Q3 2025 and has held it in 4 quarters since. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Ogorek Anthony Joseph held 550 shares of State Street Health Care Select Sector SPDR ETF worth $87K as of Q2 2026.
Ogorek Anthony Joseph left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.02% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #125 holding.
Ogorek Anthony Joseph first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.