Kayne Anderson Rudnick Investment Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Kayne Anderson Rudnick 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	$20.6K	Hold	130	–	–	﹤0.01%	689
2026 Q1	$19.1K	Hold	130	–	–	﹤0.01%	648
2025 Q4	$20.1K	Hold	130	–	–	﹤0.01%	666
2025 Q3	$18.1K	Hold	130	–	–	﹤0.01%	682
2025 Q2	$17.5K	Hold	130	–	–	﹤0.01%	683
2025 Q1	$19K	Sell	130 -500	-79%	-$72.6K	﹤0.01%	656
2024 Q4	$86.7K	Hold	630	–	–	﹤0.01%	510
2024 Q3	$97K	Buy	630 +500	+385%	+$75.8K	﹤0.01%	502
2024 Q2	$19K	Hold	130	–	–	﹤0.01%	592
2024 Q1	$19.2K	Sell	130 -167	-56%	-$24K	﹤0.01%	593
2023 Q4	$40.5K	Buy	297 +130	+78%	+$16.9K	﹤0.01%	535
2023 Q3	$21.5K	Hold	167	–	–	﹤0.01%	556
2023 Q2	$22.2K	Hold	167	–	–	﹤0.01%	552
2023 Q1	$21.6K	Hold	167	–	–	﹤0.01%	541
2022 Q4	$22.7K	Hold	167	–	–	﹤0.01%	554
2022 Q3	$20K	Hold	167	–	–	﹤0.01%	535
2022 Q2	$21K	Sell	167 -340	-67%	-$44.6K	﹤0.01%	521
2022 Q1	$69K	Hold	507	–	–	﹤0.01%	449
2021 Q4	$71K	Hold	507	–	–	﹤0.01%	464
2021 Q3	$65K	Hold	507	–	–	﹤0.01%	453
2021 Q2	$64K	Hold	507	–	–	﹤0.01%	458
2021 Q1	$59K	Sell	507 -123	-20%	-$14.2K	﹤0.01%	453
2020 Q4	$72K	Hold	630	–	–	﹤0.01%	425
2020 Q3	$67K	Buy	630 +290	+85%	+$30.5K	﹤0.01%	408
2020 Q2	$34K	Buy	+340	New	+$33.6K	﹤0.01%	417

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

Kayne Anderson Rudnick Investment Management's XLV Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 130 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Kayne Anderson Rudnick Investment Management first reported a position in XLV in Q2 2020 and has held it in 25 quarters since. The position peaked at $97K in Q3 2024. 1,853 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Kayne Anderson Rudnick Investment Management held 130 shares of State Street Health Care Select Sector SPDR ETF worth $20.6K as of Q2 2026.
Kayne Anderson Rudnick Investment 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 ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #689 holding.
Kayne Anderson Rudnick Investment Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2020 and has held it in 25 quarters since.
Kayne Anderson Rudnick Investment Management's State Street Health Care Select Sector SPDR ETF position peaked at $97K in Q3 2024.
1,853 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.