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

Kestra Private Wealth 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 		$4.74M Sell
29,885
-1,357
-4% -$202K 0.05% 353
2026
Q1 		$4.58M Buy
31,242
+1,263
+4% +$195K 0.06% 342
2025
Q4 		$4.64M Buy
29,979
+1,665
+6% +$249K 0.06% 329
2025
Q3 		$3.94M Sell
28,314
-1,639
-5% -$222K 0.05% 351
2025
Q2 		$4.04M Sell
29,953
-5,212
-15% -$704K 0.06% 313
2025
Q1 		$5.13M Sell
35,165
-1,390
-4% -$202K 0.09% 243
2024
Q4 		$5.03M Buy
36,555
+239
+0.7% +$35K 0.09% 243
2024
Q3 		$5.59M Buy
36,316
+950
+3% +$144K 0.1% 215
2024
Q2 		$5.15M Buy
35,366
+15
+0% +$2.15K 0.1% 216
2024
Q1 		$5.22M Buy
35,351
+8,034
+29% +$1.15M 0.12% 194
2023
Q4 		$3.73M Sell
27,317
-2,291
-8% -$298K 0.1% 228
2023
Q3 		$3.81M Sell
29,608
-523
-2% -$69.4K 0.12% 190
2023
Q2 		$4M Buy
30,131
+1,287
+4% +$170K 0.14% 167
2023
Q1 		$3.73M Buy
28,844
+4,183
+17% +$546K 0.15% 157
2022
Q4 		$3.35M Buy
24,661
+9,440
+62% +$1.25M 0.17% 147
2022
Q3 		$1.84M Buy
15,221
+1,211
+9% +$156K 0.11% 220
2022
Q2 		$1.8M Buy
14,010
+2,851
+26% +$374K 0.1% 239
2022
Q1 		$1.53M Sell
11,159
-855
-7% -$113K 0.08% 273
2021
Q4 		$1.69M Buy
12,014
+1,348
+13% +$179K 0.08% 264
2021
Q3 		$1.36M Buy
10,666
+698
+7% +$92.3K 0.08% 287
2021
Q2 		$1.25M Sell
9,968
-174
-2% -$21.3K 0.08% 279
2021
Q1 		$1.18M Buy
10,142
+2,091
+26% +$241K 0.08% 261
2020
Q4 		$904K Buy
8,051
+946
+13% +$103K 0.07% 295
2020
Q3 		$749K Buy
+7,105
New +$748K 0.07% 299

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Kestra Private Wealth Services's XLV Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 4.3% in Q2 2026, selling an estimated $202K and leaving 29,885 shares worth $4.74M. The position accounts for 0.05% of the portfolio, ranked #353.

Kestra Private Wealth Services first reported a position in XLV in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.59M in Q3 2024. 1,866 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Kestra Private Wealth Services held 29,885 shares of State Street Health Care Select Sector SPDR ETF worth $4.74M as of Q2 2026.
  • Kestra Private Wealth Services sold 1,357 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $202K.
  • State Street Health Care Select Sector SPDR ETF made up 0.05% of Kestra Private Wealth Services's portfolio in Q2 2026, its #353 holding.
  • Kestra Private Wealth 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 Private Wealth Services's State Street Health Care Select Sector SPDR ETF position peaked at $5.59M in Q3 2024.
  • 1,866 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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