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

Kaydan 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 Q1	$472K	Buy	3,222 +214	+7%	+$33K	0.16%	65
2025 Q4	$466K	Sell	3,008 -391	-12%	-$58.6K	0.13%	66
2025 Q3	$473K	Buy	3,399 +14	+0.4%	+$1.89K	0.14%	69
2025 Q2	$456K	Hold	3,385	–	–	0.15%	68
2025 Q1	$494K	Buy	3,385 +92	+3%	+$13.4K	0.16%	64
2024 Q4	$453K	Buy	3,293 +279	+9%	+$40.8K	0.15%	63
2024 Q3	$464K	Hold	3,014	–	–	0.14%	64
2024 Q2	$439K	Sell	3,014 -42	-1%	-$6.03K	0.16%	67
2024 Q1	$451K	Hold	3,056	–	–	0.15%	64
2023 Q4	$417K	Sell	3,056 -627	-17%	-$81.6K	0.17%	65
2023 Q3	$474K	Sell	3,683 -197	-5%	-$26.2K	0.19%	53
2023 Q2	$515K	Sell	3,880 -615	-14%	-$81.1K	0.22%	51
2023 Q1	$582K	Hold	4,495	–	–	0.24%	44
2022 Q4	$611K	Buy	4,495 +96	+2%	+$12.7K	0.24%	40
2022 Q3	$533K	Sell	4,399 -71	-2%	-$9.14K	0.29%	41
2022 Q2	$573K	Hold	4,470	–	–	0.32%	45
2022 Q1	$612K	Buy	4,470 +119	+3%	+$15.8K	0.27%	51
2021 Q4	$613K	Buy	+4,351	New	+$578K	0.23%	52

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Kaydan Wealth Management's XLV Position: Q1 2026 in Review

Kaydan Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 7.1% in Q1 2026, buying an estimated $33K and bringing the position to 3,222 shares worth $472K. The position accounts for 0.16% of the portfolio, ranked #65.

Kaydan Wealth Management first reported a position in XLV in Q4 2021 and has held it in 18 quarters since. The position peaked at $613K in Q4 2021. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Kaydan Wealth Management held 3,222 shares of State Street Health Care Select Sector SPDR ETF worth $472K as of Q1 2026.
Kaydan Wealth Management bought 214 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $33K.
State Street Health Care Select Sector SPDR ETF made up 0.16% of Kaydan Wealth Management's portfolio in Q1 2026, its #65 holding.
Kaydan Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Kaydan Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $613K in Q4 2021.
1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Kaydan Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.