Kessler Investment Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Kessler Investment 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	$726K	Buy	+4,578	New	+$681K	0.31%	43
2026 Q1	–	Sell	-5,760	Closed	-$892K	–	101
2025 Q4	$892K	Sell	5,760 -17	-0.3%	-$2.55K	0.38%	44
2025 Q3	$804K	Buy	5,777 +4,945	+594%	+$669K	0.35%	43
2025 Q2	$112K	Hold	832	–	–	0.05%	88
2025 Q1	$121K	Hold	832	–	–	0.06%	85
2024 Q4	$114K	Hold	832	–	–	0.05%	79
2024 Q3	$128K	Hold	832	–	–	0.07%	78
2024 Q2	$121K	Sell	832 -638	-43%	-$91.5K	0.07%	81
2024 Q1	$217K	Buy	1,470 +1,467	+48,900%	+$210K	0.13%	62
2023 Q4	$508	Sell	3 -2,355	-100%	-$306K	﹤0.01%	147
2023 Q3	$304K	Buy	2,358 +976	+71%	+$130K	0.25%	47
2023 Q2	$184K	Buy	1,382 +38	+3%	+$5.01K	0.13%	59
2023 Q1	$174K	Sell	1,344 -23	-2%	-$3K	0.12%	71
2022 Q4	$186K	Buy	1,367 +639	+88%	+$84.7K	0.2%	56
2022 Q3	$88K	Sell	728 -640	-47%	-$82.4K	0.07%	85
2022 Q2	$175K	Sell	1,368 -1,388	-50%	-$182K	0.15%	62
2022 Q1	$378K	Sell	2,756 -413	-13%	-$54.7K	0.22%	53
2021 Q4	$446K	Sell	3,169 -3,398	-52%	-$451K	0.25%	52
2021 Q3	$836K	Buy	+6,567	New	+$868K	0.59%	39
2020 Q3	–	Sell	-6	Closed	-$1K	–	126
2020 Q2	$1K	Sell	6 -1,071	-99%	-$106K	﹤0.01%	108
2020 Q1	$95K	Buy	+1,077	New	+$105K	0.12%	44
2019 Q3	–	Sell	-2,731	Closed	-$253K	–	127
2019 Q2	$253K	Sell	2,731 -76	-3%	-$6.83K	0.27%	46
2019 Q1	$258K	Buy	2,807 +15	+0.5%	+$1.35K	0.26%	48
2018 Q4	$242K	Sell	2,792 -102	-4%	-$9.23K	0.31%	35
2018 Q3	$275K	Sell	2,894 -343	-11%	-$31K	0.28%	49
2018 Q2	$270K	Sell	3,237 -135	-4%	-$11.2K	0.32%	48
2018 Q1	$275K	Sell	3,372 -3,748	-53%	-$319K	0.35%	48
2017 Q4	$589K	Sell	7,120 -237	-3%	-$19.5K	0.74%	36
2017 Q3	$601K	Sell	7,357 -251	-3%	-$20.2K	0.77%	31
2017 Q2	$603K	Buy	7,608 +105	+1%	+$8K	0.76%	27
2017 Q1	$558K	Sell	7,503 -133	-2%	-$9.69K	0.71%	29
2016 Q4	$526K	Sell	7,636 -13	-0.2%	-$903	0.63%	34
2016 Q3	$552K	Sell	7,649 -286	-4%	-$21.1K	0.8%	30
2016 Q2	$569K	Sell	7,935 -363	-4%	-$25.6K	0.81%	31
2016 Q1	$562K	Buy	8,298 +3,158	+61%	+$212K	0.85%	32
2015 Q4	$370K	Buy	5,140 +475	+10%	+$33.6K	0.59%	41
2015 Q3	$309K	Sell	4,665 -6,127	-57%	-$448K	0.51%	46
2015 Q2	$803K	Sell	10,792 -1,100	-9%	-$81.5K	1.28%	29
2015 Q1	$862K	Buy	11,892 +73	+0.6%	+$5.21K	1.46%	26
2014 Q4	$808K	Sell	11,819 -372	-3%	-$24.9K	1.32%	31
2014 Q3	$779K	Buy	12,191 +25	+0.2%	+$1.57K	1.37%	30
2014 Q2	$740K	Sell	12,166 -106	-0.9%	-$6.23K	1.3%	32
2014 Q1	$718K	Sell	12,272 -11	-0.1%	-$634	1.52%	27
2013 Q4	$681K	Buy	+12,283	New	+$657K	1.26%	35
2013 Q3	–	Sell	-9,944	Closed	-$473K	–	188
2013 Q2	$473K	Buy	+9,944	New	+$476K	1.38%	26

Other funds holding XLV

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

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 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

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Kessler Investment Group's XLV Position: Q2 2026 in Review

Kessler Investment Group opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 4,578 shares worth $726K. The stake represents 0.31% of the portfolio and ranks #43 among its holdings. This is a return to the name: Kessler Investment Group previously reported a position in XLV as recently as Q4 2025.

Kessler Investment Group first reported a position in XLV in Q2 2013 and has held it in 45 quarters since. The position peaked at $892K in Q4 2025. 321 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Kessler Investment Group held 4,578 shares of State Street Health Care Select Sector SPDR ETF worth $726K as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new Kessler Investment Group position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.31% of Kessler Investment Group's portfolio in Q2 2026, its #43 holding.
Kessler Investment Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and has held it in 45 quarters since.
Kessler Investment Group's State Street Health Care Select Sector SPDR ETF position peaked at $892K in Q4 2025.
321 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Kessler Investment Group's 13F filing for Q2 2026, filed 13 Jul 2026.