Silver Oak Securities’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.89M Buy
12,873
+1,165
+10% +$180K 0.14% 155
2025
Q4
$1.82M Buy
11,708
+6,997
+149% +$1.05M 0.12% 166
2025
Q3
$656K Sell
4,711
-18,059
-79% -$2.44M 0.05% 358
2025
Q2
$3.07M Buy
22,770
+16,631
+271% +$2.25M 0.25% 84
2025
Q1
$887K Sell
6,139
-3,649
-37% -$530K 0.08% 259
2024
Q4
$1.34M Sell
9,788
-6,567
-40% -$961K 0.12% 174
2024
Q3
$2.5M Buy
16,355
+5,853
+56% +$887K 0.26% 85
2024
Q2
$1.53M Buy
10,502
+4,265
+68% +$612K 0.23% 98
2024
Q1
$921K Sell
6,237
-2,158
-26% -$310K 0.14% 157
2023
Q4
$1.14M Buy
8,395
+6,117
+269% +$796K 0.15% 153
2023
Q3
$293K Sell
2,278
-871
-28% -$116K 0.06% 233
2023
Q2
$418K Sell
3,149
-256
-8% -$33.7K 0.07% 264
2023
Q1
$441K Buy
3,405
+120
+4% +$15.7K 0.07% 213
2022
Q4
$446K Buy
3,285
+1,007
+44% +$133K 0.08% 175
2022
Q3
$293K Sell
2,278
-472
-17% -$60.8K 0.06% 233
2022
Q2
$358K Sell
2,750
-11,803
-81% -$1.55M 0.08% 175
2022
Q1
$2.05M Buy
+14,553
New +$1.93M 0.42% 53

Other funds holding XLV

Silver Oak Securities's XLV Position: Q1 2026 in Review

Silver Oak Securities increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 10% in Q1 2026, buying an estimated $180K and bringing the position to 12,873 shares worth $1.89M. The position accounts for 0.14% of the portfolio, ranked #155.

Silver Oak Securities first reported a position in XLV in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.07M in Q2 2025. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Silver Oak Securities held 12,873 shares of State Street Health Care Select Sector SPDR ETF worth $1.89M as of Q1 2026.
  • Silver Oak Securities bought 1,165 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $180K.
  • State Street Health Care Select Sector SPDR ETF made up 0.14% of Silver Oak Securities's portfolio in Q1 2026, its #155 holding.
  • Silver Oak Securities first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2022 and has held it in 17 quarters since.
  • Silver Oak Securities's State Street Health Care Select Sector SPDR ETF position peaked at $3.07M in Q2 2025.
  • 1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.