GKWIM
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Gerber Kawasaki Wealth & Investment Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$66.3M Buy
417,803
+29,979
+8% +$4.46M 1.77% 14
2026
Q1 		$56.9M Sell
387,824
-7,880
-2% -$1.22M 1.81% 13
2025
Q4 		$61.3M Buy
395,704
+12,641
+3% +$1.89M 2.14% 13
2025
Q3 		$53.3M Buy
383,063
+61,605
+19% +$8.34M 1.83% 14
2025
Q2 		$43.3M Sell
321,458
-12,829
-4% -$1.73M 1.67% 17
2025
Q1 		$48.8M Buy
334,287
+16,720
+5% +$2.43M 2.19% 13
2024
Q4 		$43.7M Buy
317,567
+2,936
+0.9% +$430K 1.9% 15
2024
Q3 		$48.5M Sell
314,631
-27,378
-8% -$4.15M 2.23% 12
2024
Q2 		$49.8M Buy
342,009
+17,437
+5% +$2.5M 2.5% 10
2024
Q1 		$47.9M Buy
324,572
+16,467
+5% +$2.36M 2.59% 10
2023
Q4 		$42M Buy
308,105
+9,630
+3% +$1.25M 2.51% 10
2023
Q3 		$38.4M Buy
298,475
+15,441
+5% +$2.05M 2.62% 10
2023
Q2 		$37.6M Buy
283,034
+21,558
+8% +$2.84M 2.52% 10
2023
Q1 		$33.9M Buy
261,476
+2,103
+0.8% +$275K 2.67% 8
2022
Q4 		$35.2M Buy
259,373
+15,715
+6% +$2.08M 3.13% 6
2022
Q3 		$29.5M Buy
243,658
+9,817
+4% +$1.26M 2.75% 7
2022
Q2 		$30M Buy
233,841
+20,475
+10% +$2.68M 2.84% 8
2022
Q1 		$29.2M Buy
213,366
+13,127
+7% +$1.74M 2.38% 10
2021
Q4 		$28.2M Buy
200,239
+11,557
+6% +$1.53M 2.24% 13
2021
Q3 		$24M Sell
188,682
-39,694
-17% -$5.25M 3.1% 9
2021
Q2 		$28.8M Buy
228,376
+24,149
+12% +$2.96M 2.94% 7
2021
Q1 		$23.8M Buy
204,227
+24,239
+13% +$2.8M 2.87% 6
2020
Q4 		$20.4M Buy
179,988
+15,215
+9% +$1.66M 2.83% 8
2020
Q3 		$17.4M Buy
164,773
+11,175
+7% +$1.18M 3.71% 6
2020
Q2 		$15.4M Buy
153,598
+7,303
+5% +$721K 3.4% 6
2020
Q1 		$13M Buy
146,295
+10,105
+7% +$982K 3.67% 7
2019
Q4 		$13.9M Buy
136,190
+14,234
+12% +$1.37M 3.5% 8
2019
Q3 		$11M Buy
121,956
+21,759
+22% +$1.99M 3.15% 8
2019
Q2 		$9.28M Buy
100,197
+31,209
+45% +$2.81M 2.7% 9
2019
Q1 		$6.33M Buy
+68,988
New +$6.22M 1.88% 19

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
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's XLV Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 7.7% in Q2 2026, buying an estimated $4.46M and bringing the position to 417,803 shares worth $66.3M. The position accounts for 1.77% of the portfolio, ranked #14.

Gerber Kawasaki Wealth & Investment Management first reported a position in XLV in Q1 2019 and has held it in 30 quarters since. 1,281 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 417,803 shares of State Street Health Care Select Sector SPDR ETF worth $66.3M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 29,979 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $4.46M.
  • State Street Health Care Select Sector SPDR ETF made up 1.77% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #14 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2019 and has held it in 30 quarters since.
  • 1,281 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.