Oxler Private Wealth’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Oxler Private Wealth’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 Q1	$211K	Buy	1,440 +5	+0.3%	+$771	0.07%	88
2025 Q4	$222K	Sell	1,435 -884	-38%	-$132K	0.06%	85
2025 Q3	$323K	Sell	2,319 -9	-0.4%	-$1.22K	0.09%	77
2025 Q2	$314K	Sell	2,328 -1,013	-30%	-$137K	0.1%	74
2025 Q1	$488K	Sell	3,341 -518	-13%	-$75.3K	0.17%	64
2024 Q4	$531K	Sell	3,859 -7	-0.2%	-$1.02K	0.17%	62
2024 Q3	$595K	Sell	3,866 -31	-0.8%	-$4.7K	0.21%	57
2024 Q2	$568K	Sell	3,897 -34	-0.9%	-$4.88K	0.21%	57
2024 Q1	$581K	Sell	3,931 -616	-14%	-$88.4K	0.23%	57
2023 Q4	$620K	Buy	4,547 +1	+0%	+$130	0.51%	34
2023 Q3	$587K	Sell	4,546 -733	-14%	-$97.3K	0.3%	65
2023 Q2	$701K	Sell	5,279 -157	-3%	-$20.7K	0.33%	62
2023 Q1	$704K	Sell	5,436 -138	-2%	-$18K	0.35%	61
2022 Q4	$757K	Buy	5,574 +31	+0.6%	+$4.11K	0.41%	57
2022 Q3	$731K	Buy	5,543 +106	+2%	+$13.7K	0.41%	58
2022 Q2	$697K	Sell	5,437 -34	-0.6%	-$4.46K	0.34%	68
2022 Q1	$749K	Buy	5,471 +15	+0.3%	+$1.99K	0.34%	72
2021 Q4	$768K	Hold	5,456	–	–	0.32%	76
2021 Q3	$694K	Buy	5,456 +901	+20%	+$119K	0.31%	87
2021 Q2	$573K	Hold	4,555	–	–	0.25%	92
2021 Q1	$531K	Buy	4,555 +1,008	+28%	+$116K	0.27%	84
2020 Q4	$402K	Buy	+3,547	New	+$387K	0.23%	78

Other funds holding XLV

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Oxler Private Wealth's XLV Position: Q1 2026 in Review

Oxler Private Wealth increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.35% in Q1 2026, buying an estimated $771 and bringing the position to 1,440 shares worth $211K. The position accounts for 0.07% of the portfolio, ranked #88.

Oxler Private Wealth first reported a position in XLV in Q4 2020 and has held it in 22 quarters since. The position peaked at $768K in Q4 2021. 1,803 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Oxler Private Wealth held 1,440 shares of State Street Health Care Select Sector SPDR ETF worth $211K as of Q1 2026.
Oxler Private Wealth bought 5 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $771.
State Street Health Care Select Sector SPDR ETF made up 0.07% of Oxler Private Wealth's portfolio in Q1 2026, its #88 holding.
Oxler Private Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
Oxler Private Wealth's State Street Health Care Select Sector SPDR ETF position peaked at $768K in Q4 2021.
1,803 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Oxler Private Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.