Keel Point’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Keel Point’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	$423K	Sell	2,886 -1,985	-41%	-$306K	0.03%	291
2025 Q4	$754K	Hold	4,871	–	–	0.05%	221
2025 Q3	$678K	Sell	4,871 -8,176	-63%	-$1.11M	0.04%	238
2025 Q2	$1.76M	Buy	13,047 +8,097	+164%	+$1.09M	0.12%	126
2025 Q1	$723K	Sell	4,950 -3,427	-41%	-$498K	0.06%	186
2024 Q4	$1.15M	Sell	8,377 -68	-0.8%	-$9.95K	0.09%	134
2024 Q3	$1.3M	Buy	8,445 +345	+4%	+$52.3K	0.11%	133
2024 Q2	$1.22M	Buy	8,100 +621	+8%	+$89.1K	0.11%	134
2024 Q1	$1.1M	Buy	7,479 +809	+12%	+$116K	0.11%	124
2023 Q4	$910K	Buy	6,670 +170	+3%	+$22.1K	0.11%	123
2023 Q3	$837K	Buy	6,500 +1,012	+18%	+$134K	0.11%	117
2023 Q2	$728K	Buy	5,488 +681	+14%	+$89.8K	0.1%	128
2023 Q1	$622K	Buy	4,807 +584	+14%	+$76.3K	0.09%	142
2022 Q4	$574K	Sell	4,223 -2,598	-38%	-$344K	0.09%	149
2022 Q3	$826K	Hold	6,821	–	–	0.14%	104
2022 Q2	$906K	Buy	6,821 +3,062	+81%	+$401K	0.14%	108
2022 Q1	$515K	Buy	+3,759	New	+$498K	0.08%	147
2020 Q2	–	Sell	-3,540	Closed	-$314K	–	210
2020 Q1	$314K	Buy	3,540 +1,422	+67%	+$138K	0.04%	137
2019 Q4	$216K	Sell	2,118 -492	-19%	-$47.3K	0.02%	183
2019 Q3	$235K	Hold	2,610	–	–	0.03%	163
2019 Q2	$242K	Hold	2,610	–	–	0.03%	172
2019 Q1	$239K	Buy	2,610 +110	+4%	+$9.92K	0.03%	174
2018 Q4	$216K	Hold	2,500	–	–	0.03%	186
2018 Q3	$238K	Buy	+2,500	New	+$226K	0.03%	164

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

Keel Point's XLV Position: Q1 2026 in Review

Keel Point reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 41% in Q1 2026, selling an estimated $306K and leaving 2,886 shares worth $423K. The position accounts for 0.03% of the portfolio, ranked #291.

Keel Point first reported a position in XLV in Q3 2018 and has held it in 24 quarters since. The position peaked at $1.76M in Q2 2025. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Keel Point held 2,886 shares of State Street Health Care Select Sector SPDR ETF worth $423K as of Q1 2026.
Keel Point sold 1,985 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $306K.
State Street Health Care Select Sector SPDR ETF made up 0.03% of Keel Point's portfolio in Q1 2026, its #291 holding.
Keel Point first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2018 and has held it in 24 quarters since.
Keel Point's State Street Health Care Select Sector SPDR ETF position peaked at $1.76M in Q2 2025.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.