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Okabena Investment Services’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Okabena Investment Services’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 		$2.31M Buy
14,588
+303
+2% +$45.1K 0.41% 42
2026
Q1 		$2.09M Buy
14,285
+334
+2% +$51.5K 0.4% 43
2025
Q4 		$2.16M Buy
13,951
+268
+2% +$40.1K 0.41% 46
2025
Q3 		$1.9M Buy
13,683
+291
+2% +$39.4K 0.37% 46
2025
Q2 		$1.81M Buy
13,392
+363
+3% +$49K 0.4% 47
2025
Q1 		$1.9M Buy
13,029
+84
+0.6% +$12.2K 0.48% 44
2024
Q4 		$1.78M Buy
12,945
+963
+8% +$141K 0.49% 45
2024
Q3 		$1.85M Hold
11,982
– – 0.52% 41
2024
Q2 		$1.75M Hold
11,982
– – 0.55% 38
2024
Q1 		$1.77M Hold
11,982
– – 0.59% 41
2023
Q4 		$1.63M Buy
+11,982
New +$1.56M 0.64% 42
2020
Q2 		– Sell
-2,156
Closed -$191K – 92
2020
Q1 		$191K Hold
2,156
– – 0.22% 62
2019
Q4 		$220K Buy
+2,156
New +$207K 0.2% 54

Other funds holding XLV

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Okabena Investment Services's XLV Position: Q2 2026 in Review

Okabena Investment Services increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.1% in Q2 2026, buying an estimated $45.1K and bringing the position to 14,588 shares worth $2.31M. The position accounts for 0.41% of the portfolio, ranked #42.

Okabena Investment Services first reported a position in XLV in Q4 2019 and has held it in 13 quarters since. 1,474 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Okabena Investment Services held 14,588 shares of State Street Health Care Select Sector SPDR ETF worth $2.31M as of Q2 2026.
  • Okabena Investment Services bought 303 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $45.1K.
  • State Street Health Care Select Sector SPDR ETF made up 0.41% of Okabena Investment Services's portfolio in Q2 2026, its #42 holding.
  • Okabena Investment Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 13 quarters since.
  • 1,474 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.