Kestra Advisory Services’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Kestra Advisory Services’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	$23.2M	Sell	146,252 -39,193	-21%	-$5.83M	0.07%	280
2026 Q1	$27.2M	Buy	185,445 +40,787	+28%	+$6.29M	0.1%	196
2025 Q4	$22.4M	Buy	144,658 +19,065	+15%	+$2.86M	0.09%	223
2025 Q3	$17.5M	Sell	125,593 -15,423	-11%	-$2.09M	0.08%	253
2025 Q2	$19M	Sell	141,016 -6,562	-4%	-$886K	0.09%	211
2025 Q1	$21.5M	Buy	147,578 +16,130	+12%	+$2.34M	0.1%	153
2024 Q4	$18.1M	Sell	131,448 -11,251	-8%	-$1.65M	0.1%	203
2024 Q3	$22M	Sell	142,699 -28,765	-17%	-$4.36M	0.12%	172
2024 Q2	$25M	Sell	171,464 -12,725	-7%	-$1.83M	0.14%	153
2024 Q1	$27.2M	Buy	184,189 +21,702	+13%	+$3.11M	0.18%	112
2023 Q4	$22.2M	Sell	162,487 -19,872	-11%	-$2.59M	0.18%	110
2023 Q3	$23.5M	Sell	182,359 -58,584	-24%	-$7.78M	0.23%	91
2023 Q2	$32M	Sell	240,943 -24,053	-9%	-$3.17M	0.32%	58
2023 Q1	$34.3M	Sell	264,996 -51,038	-16%	-$6.67M	0.37%	43
2022 Q4	$42.9M	Buy	316,034 +73,589	+30%	+$9.75M	0.38%	45
2022 Q3	$29.4M	Buy	242,445 +44,034	+22%	+$5.67M	0.31%	63
2022 Q2	$25.4M	Buy	198,411 +55,024	+38%	+$7.21M	0.26%	80
2022 Q1	$19.6M	Buy	143,387 +56,484	+65%	+$7.48M	0.2%	105
2021 Q4	$12.2M	Sell	86,903 -5,530	-6%	-$734K	0.12%	187
2021 Q3	$11.8M	Buy	92,433 +13,701	+17%	+$1.81M	0.12%	193
2021 Q2	$9.92M	Buy	78,732 +2,629	+3%	+$322K	0.11%	208
2021 Q1	$8.88M	Sell	76,103 -48,741	-39%	-$5.63M	0.11%	204
2020 Q4	$14M	Buy	124,844 +55,051	+79%	+$6.01M	0.16%	145
2020 Q3	$7.36M	Buy	+69,793	New	+$7.35M	0.14%	182

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

Kestra Advisory Services's XLV Position: Q2 2026 in Review

Kestra Advisory Services reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 21% in Q2 2026, selling an estimated $5.83M and leaving 146,252 shares worth $23.2M. The position accounts for 0.07% of the portfolio, ranked #280.

Kestra Advisory Services first reported a position in XLV in Q3 2020 and has held it in 24 quarters since. The position peaked at $42.9M in Q4 2022. 1,857 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Kestra Advisory Services held 146,252 shares of State Street Health Care Select Sector SPDR ETF worth $23.2M as of Q2 2026.
Kestra Advisory Services sold 39,193 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $5.83M.
State Street Health Care Select Sector SPDR ETF made up 0.07% of Kestra Advisory Services's portfolio in Q2 2026, its #280 holding.
Kestra Advisory Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2020 and has held it in 24 quarters since.
Kestra Advisory Services's State Street Health Care Select Sector SPDR ETF position peaked at $42.9M in Q4 2022.
1,857 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.