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Christensen King & Associates Investment Services’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Christensen King & Associates Investment Services’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 		$278K Hold
1,755
– – 0.11% 88
2026
Q1 		$257K Hold
1,755
– – 0.11% 91
2025
Q4 		$272K Sell
1,755
-8
-0.5% -$1.2K 0.12% 89
2025
Q3 		$245K Hold
1,763
– – 0.11% 94
2025
Q2 		$238K Sell
1,763
-160
-8% -$21.6K 0.11% 88
2025
Q1 		$279K Hold
1,923
– – 0.13% 82
2024
Q4 		$268K Hold
1,923
– – 0.13% 83
2024
Q3 		$296K Hold
1,923
– – 0.14% 82
2024
Q2 		$280K Sell
1,923
-264
-12% -$37.9K 0.14% 78
2024
Q1 		$323K Hold
2,187
– – 0.16% 73
2023
Q4 		$298K Buy
+2,187
New +$285K 0.16% 77

Other funds holding XLV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Christensen King & Associates Investment Services's XLV Position: Q2 2026 in Review

Christensen King & Associates Investment Services held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 1,755 shares worth $278K. The position accounts for 0.11% of the portfolio, ranked #88.

Christensen King & Associates Investment Services first reported a position in XLV in Q4 2023 and has held it in 11 quarters since. The position peaked at $323K in Q1 2024. 1,209 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Christensen King & Associates Investment Services held 1,755 shares of State Street Health Care Select Sector SPDR ETF worth $278K as of Q2 2026.
  • Christensen King & Associates Investment Services 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 0.11% of Christensen King & Associates Investment Services's portfolio in Q2 2026, its #88 holding.
  • Christensen King & Associates Investment Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and has held it in 11 quarters since.
  • Christensen King & Associates Investment Services's State Street Health Care Select Sector SPDR ETF position peaked at $323K in Q1 2024.
  • 1,209 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Christensen King & Associates Investment Services's 13F filing for Q2 2026, filed 14 Jul 2026.