Oliver Lagore Vanvalin Investment Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$5.59M	Buy	+38,290	New	+$5.17M	2.19%	9
2024 Q4	$4.95M	Buy	36,012 +12,573	+54%	+$1.84M	1.27%	16
2024 Q3	$3.61M	Buy	23,439 +15,677	+202%	+$2.38M	0.97%	19
2024 Q2	$1.13M	Sell	7,762 -3,578	-32%	-$513K	0.32%	58
2024 Q1	$1.68M	Sell	11,340 -1,354	-11%	-$194K	0.49%	41
2023 Q4	$1.73M	Sell	12,694 -2,168	-15%	-$282K	0.64%	24
2023 Q3	$1.91M	Buy	14,862 +262	+2%	+$34.8K	0.76%	23
2023 Q2	$1.94M	Buy	14,600 +6,964	+91%	+$918K	0.71%	25
2023 Q1	$989K	Sell	7,636 -416	-5%	-$54.3K	0.42%	28
2022 Q4	$1.09M	Buy	8,052 +625	+8%	+$82.8K	0.62%	32
2022 Q3	$900K	Buy	7,427 +409	+6%	+$52.7K	0.58%	28
2022 Q2	$900K	Buy	7,018 +219	+3%	+$28.7K	0.52%	32
2022 Q1	$931K	Sell	6,799 -24,791	-78%	-$3.28M	0.62%	32
2021 Q4	$4.45M	Buy	+31,590	New	+$4.19M	0.32%	50

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's XLV Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2025: 38,290 shares worth $5.59M. The stake represents 2.19% of the portfolio and ranks #9 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in XLV as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in XLV in Q4 2021 and has held it in 14 quarters since. 1,678 funds tracked by Wall St. Rank hold XLV as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 38,290 shares of State Street Health Care Select Sector SPDR ETF worth $5.59M as of Q2 2025.
State Street Health Care Select Sector SPDR ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
State Street Health Care Select Sector SPDR ETF made up 2.19% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #9 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 14 quarters since.
1,678 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.