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

Keebeck 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	$7.13M	Sell	48,663 -1,440	-3%	-$222K	0.8%	26
2025 Q4	$7.76M	Sell	50,103 -960	-2%	-$144K	0.9%	25
2025 Q3	$7.11M	Sell	51,063 -3,160	-6%	-$428K	0.84%	24
2025 Q2	$7.31M	Sell	54,223 -1,867	-3%	-$252K	0.96%	20
2025 Q1	$8.19M	Sell	56,090 -5,884	-9%	-$855K	1.21%	18
2024 Q4	$8.53M	Sell	61,974 -2,281	-4%	-$334K	1.23%	19
2024 Q3	$9.9M	Sell	64,255 -1,439	-2%	-$218K	1.43%	13
2024 Q2	$9.57M	Sell	65,694 -1,931	-3%	-$277K	1.4%	15
2024 Q1	$9.99M	Sell	67,625 -1,059	-2%	-$152K	1.47%	10
2023 Q4	$9.37M	Buy	68,684 +1,196	+2%	+$156K	1.55%	11
2023 Q3	$8.69M	Sell	67,488 -11,928	-15%	-$1.58M	1.51%	10
2023 Q2	$10.5M	Hold	79,416	–	–	1.45%	15
2023 Q1	$10.3M	Sell	79,416 -1,012	-1%	-$132K	1.66%	13
2022 Q4	$10.9M	Sell	80,428 -830	-1%	-$110K	1.92%	10
2022 Q3	$9.84M	Sell	81,258 -1,528	-2%	-$197K	1.9%	12
2022 Q2	$10.6M	Sell	82,786 -456	-0.5%	-$59.8K	2.03%	10
2022 Q1	$11.4M	Buy	83,242 +244	+0.3%	+$32.3K	1.89%	12
2021 Q4	$11.7M	Buy	82,998 +1,716	+2%	+$228K	2.09%	10
2021 Q3	$10.3M	Sell	81,282 -47	-0.1%	-$6.21K	2.04%	10
2021 Q2	$10.2M	Buy	81,329 +2,967	+4%	+$364K	1.48%	19
2021 Q1	$9.15M	Sell	78,362 -5,789	-7%	-$668K	1.42%	18
2020 Q4	$9.55M	Buy	84,151 +593	+0.7%	+$64.7K	1.66%	16
2020 Q3	$8.81M	Buy	83,558 +123	+0.1%	+$12.9K	1.82%	16
2020 Q2	$8.35M	Buy	83,435 +2,536	+3%	+$250K	2.64%	7
2020 Q1	$7.17M	Sell	80,899 -3,888	-5%	-$378K	2.98%	7
2019 Q4	$8.69M	Buy	+84,787	New	+$8.15M	2.76%	6

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

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

Keebeck Wealth Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.9% in Q1 2026, selling an estimated $222K and leaving 48,663 shares worth $7.13M. The position accounts for 0.8% of the portfolio, ranked #26.

Keebeck Wealth Management first reported a position in XLV in Q4 2019 and has held it in 26 quarters since. The position peaked at $11.7M in Q4 2021. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Keebeck Wealth Management held 48,663 shares of State Street Health Care Select Sector SPDR ETF worth $7.13M as of Q1 2026.
Keebeck Wealth Management sold 1,440 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $222K.
State Street Health Care Select Sector SPDR ETF made up 0.8% of Keebeck Wealth Management's portfolio in Q1 2026, its #26 holding.
Keebeck Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
Keebeck Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $11.7M 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 Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.