Kelly Financial Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Kelly Financial Group’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	$880K	Sell	5,549 -42	-0.8%	-$6.25K	0.2%	43
2026 Q1	$820K	Buy	5,591 +47	+0.8%	+$7.25K	0.21%	39
2025 Q4	$858K	Buy	5,544 +6	+0.1%	+$899	0.22%	38
2025 Q3	$771K	Sell	5,538 -1,002	-15%	-$136K	0.2%	39
2025 Q2	$882K	Sell	6,540 -560	-8%	-$75.6K	0.26%	36
2025 Q1	$1.04M	Sell	7,100 -160	-2%	-$23.2K	0.32%	38
2024 Q4	$999K	Buy	+7,260	New	+$1.06M	0.36%	35

Other funds holding XLV

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Kelly Financial Group's XLV Position: Q2 2026 in Review

Kelly Financial Group reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.75% in Q2 2026, selling an estimated $6.25K and leaving 5,549 shares worth $880K. The position accounts for 0.2% of the portfolio, ranked #43.

Kelly Financial Group first reported a position in XLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.04M in Q1 2025. 603 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Kelly Financial Group held 5,549 shares of State Street Health Care Select Sector SPDR ETF worth $880K as of Q2 2026.
Kelly Financial Group sold 42 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $6.25K.
State Street Health Care Select Sector SPDR ETF made up 0.2% of Kelly Financial Group's portfolio in Q2 2026, its #43 holding.
Kelly Financial Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Kelly Financial Group's State Street Health Care Select Sector SPDR ETF position peaked at $1.04M in Q1 2025.
603 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.