Keudell/Morrison Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Keudell/Morrison Wealth Management’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	$694K	Buy	4,372 +1,585	+57%	+$236K	0.13%	109
2026 Q1	$409K	Sell	2,787 -50	-2%	-$7.71K	0.08%	151
2025 Q4	$439K	Buy	+2,837	New	+$425K	0.09%	147

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

Keudell/Morrison Wealth Management's XLV Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 57% in Q2 2026, buying an estimated $236K and bringing the position to 4,372 shares worth $694K. The position accounts for 0.13% of the portfolio, ranked #109.

Keudell/Morrison Wealth Management first reported a position in XLV in Q4 2025 and has held it in 3 quarters since. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Keudell/Morrison Wealth Management held 4,372 shares of State Street Health Care Select Sector SPDR ETF worth $694K as of Q2 2026.
Keudell/Morrison Wealth Management bought 1,585 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $236K.
State Street Health Care Select Sector SPDR ETF made up 0.13% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #109 holding.
Keudell/Morrison Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.