Pin Oak Investment Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Pin Oak Investment Advisors’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	$31K	Hold	193	–	–	0.02%	267
2026 Q1	$28K	Hold	193	–	–	0.02%	269
2025 Q4	$30K	Hold	193	–	–	0.02%	267
2025 Q3	$26.9K	Hold	193	–	–	0.02%	274
2025 Q2	$28K	Hold	193	–	–	0.02%	247
2025 Q1	$28K	Sell	193 -501	-72%	-$72.8K	0.02%	239
2024 Q4	$107K	Hold	694	–	–	0.1%	139
2024 Q3	$106K	Buy	694 +351	+102%	+$53.2K	0.1%	142
2024 Q2	$50K	Hold	343	–	–	0.05%	171
2024 Q1	$51K	Hold	343	–	–	0.05%	170
2023 Q4	$47K	Hold	343	–	–	0.05%	171
2023 Q3	$44K	Hold	343	–	–	0.05%	167
2023 Q2	$46K	Hold	343	–	–	0.05%	168
2023 Q1	$44K	Hold	343	–	–	0.05%	162
2022 Q4	$47K	Buy	343 +300	+698%	+$39.8K	0.06%	145
2022 Q3	$5K	Hold	43	–	–	0.01%	325
2022 Q2	$6K	Hold	43	–	–	0.01%	338
2022 Q1	$6K	Hold	43	–	–	0.01%	357
2021 Q4	$6K	Hold	43	–	–	0.01%	356
2021 Q3	$5K	Hold	43	–	–	0.01%	344
2021 Q2	$5K	Buy	+43	New	+$5.27K	0.01%	346

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

Pin Oak Investment Advisors's XLV Position: Q2 2026 in Review

Pin Oak Investment Advisors held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 193 shares worth $31K. The position accounts for 0.02% of the portfolio, ranked #267.

Pin Oak Investment Advisors first reported a position in XLV in Q2 2021 and has held it in 21 quarters since. The position peaked at $107K in Q4 2024. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Pin Oak Investment Advisors held 193 shares of State Street Health Care Select Sector SPDR ETF worth $31K as of Q2 2026.
Pin Oak Investment Advisors 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 Pin Oak Investment Advisors's portfolio in Q2 2026, its #267 holding.
Pin Oak Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
Pin Oak Investment Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $107K in Q4 2024.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.