BKM Wealth Management’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
2025
Q2
Sell
-1,299
Closed -$190K 161
2025
Q1
$190K Buy
+1,299
New +$189K 0.08% 158
2024
Q1
Sell
-2,333
Closed -$318K 580
2023
Q4
$318K Buy
+2,333
New +$303K 0.14% 127

Other funds holding XLV

BKM Wealth Management's XLV Position: Q2 2025 in Review

BKM Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2025, closing a stake of 1,299 shares — an estimated $190K sold.

BKM Wealth Management first reported a position in XLV in Q4 2023 and held it in 2 quarters. The position peaked at $318K in Q4 2023. 1,677 funds tracked by Wall St. Rank hold XLV as of Q2 2025.

  • BKM Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • BKM Wealth Management sold 1,299 State Street Health Care Select Sector SPDR ETF shares in Q2 2025, an estimated $190K.
  • BKM Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and held it in 2 quarters.
  • BKM Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $318K in Q4 2023.
  • 1,677 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2025.

Based on BKM Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.