Key Client Fiduciary Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Key Client Fiduciary Advisors’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	$615K	Buy	3,877 +7	+0.2%	+$1.04K	0.18%	114
2026 Q1	$567K	Buy	3,870 +7	+0.2%	+$1.08K	0.19%	112
2025 Q4	$598K	Buy	3,863 +4	+0.1%	+$599	0.2%	101
2025 Q3	$537K	Buy	3,859 +134	+4%	+$18.1K	0.18%	109
2025 Q2	$502K	Sell	3,725 -4,237	-53%	-$572K	0.2%	110
2025 Q1	$1.16M	Buy	7,962 +171	+2%	+$24.8K	0.53%	46
2024 Q4	$1.07M	Buy	7,791 +37	+0.5%	+$5.41K	0.47%	51
2024 Q3	$1.19M	Buy	7,754 +2,906	+60%	+$440K	0.53%	42
2024 Q2	$707K	Buy	4,848 +69	+1%	+$9.9K	0.35%	65
2024 Q1	$706K	Sell	4,779 -277	-5%	-$39.7K	0.37%	62
2023 Q4	$689K	Buy	5,056 +47	+0.9%	+$6.11K	0.4%	56
2023 Q3	$645K	Sell	5,009 -494	-9%	-$65.6K	0.4%	62
2023 Q2	$730K	Sell	5,503 -778	-12%	-$103K	0.43%	52
2023 Q1	$813K	Buy	6,281 +917	+17%	+$120K	0.51%	45
2022 Q4	$729K	Buy	5,364 +1,307	+32%	+$173K	0.49%	45
2022 Q3	$491K	Buy	4,057 +79	+2%	+$10.2K	0.44%	47
2022 Q2	$510K	Buy	3,978 +128	+3%	+$16.8K	0.5%	45
2022 Q1	$527K	Buy	3,850 +684	+22%	+$90.6K	0.42%	57
2021 Q4	$446K	Buy	+3,166	New	+$420K	0.37%	67

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

Key Client Fiduciary Advisors's XLV Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.18% in Q2 2026, buying an estimated $1.04K and bringing the position to 3,877 shares worth $615K. The position accounts for 0.18% of the portfolio, ranked #114.

Key Client Fiduciary Advisors first reported a position in XLV in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.19M in Q3 2024. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Key Client Fiduciary Advisors held 3,877 shares of State Street Health Care Select Sector SPDR ETF worth $615K as of Q2 2026.
Key Client Fiduciary Advisors bought 7 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $1.04K.
State Street Health Care Select Sector SPDR ETF made up 0.18% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #114 holding.
Key Client Fiduciary Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Key Client Fiduciary Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $1.19M in Q3 2024.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.