SilverOak Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

SilverOak Wealth Management’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	$313K	Hold	1,974	–	–	0.04%	103
2026 Q1	$289K	Hold	1,974	–	–	0.05%	99
2025 Q4	$306K	Hold	1,974	–	–	0.05%	94
2025 Q3	$275K	Hold	1,974	–	–	0.05%	98
2025 Q2	$266K	Buy	1,974 +200	+11%	+$27K	0.05%	98
2025 Q1	$259K	Hold	1,774	–	–	0.06%	81
2024 Q4	$244K	Hold	1,774	–	–	0.05%	85
2024 Q3	$273K	Buy	1,774 +22	+1%	+$3.33K	0.06%	79
2024 Q2	$255K	Hold	1,752	–	–	0.06%	79
2024 Q1	$259K	Buy	+1,752	New	+$251K	0.06%	80

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

SilverOak Wealth Management's XLV Position: Q2 2026 in Review

SilverOak Wealth Management held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 1,974 shares worth $313K. The position accounts for 0.04% of the portfolio, ranked #103.

SilverOak Wealth Management first reported a position in XLV in Q1 2024 and has held it in 10 quarters since. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

SilverOak Wealth Management held 1,974 shares of State Street Health Care Select Sector SPDR ETF worth $313K as of Q2 2026.
SilverOak Wealth Management 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 0.04% of SilverOak Wealth Management's portfolio in Q2 2026, its #103 holding.
SilverOak Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.