Kerr Financial Planning’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Kerr Financial Planning’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	$43.1K	Buy	272 +1	+0.4%	+$149	0.05%	195
2026 Q1	$38.8K	Sell	271 -151	-36%	-$23.3K	0.03%	200
2025 Q4	$65.1K	Buy	422 +211	+100%	+$31.6K	0.09%	159
2025 Q3	$32.3K	Buy	+211	New	+$28.6K	0.05%	206

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

Kerr Financial Planning's XLV Position: Q2 2026 in Review

Kerr Financial Planning increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.37% in Q2 2026, buying an estimated $149 and bringing the position to 272 shares worth $43.1K. The position accounts for 0.05% of the portfolio, ranked #195.

Kerr Financial Planning first reported a position in XLV in Q3 2025 and has held it in 4 quarters since. The position peaked at $65.1K in Q4 2025. 1,850 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Kerr Financial Planning held 272 shares of State Street Health Care Select Sector SPDR ETF worth $43.1K as of Q2 2026.
Kerr Financial Planning bought 1 State Street Health Care Select Sector SPDR ETF share in Q2 2026, an estimated $149.
State Street Health Care Select Sector SPDR ETF made up 0.05% of Kerr Financial Planning's portfolio in Q2 2026, its #195 holding.
Kerr Financial Planning first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2025 and has held it in 4 quarters since.
Kerr Financial Planning's State Street Health Care Select Sector SPDR ETF position peaked at $65.1K in Q4 2025.
1,850 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.