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	0.2%	112
2025 Q4	$598K	Buy	3,863 +4	+0.1%	+$599	0.21%	101
2025 Q3	$537K	Buy	3,859 +134	+4%	+$18.1K	0.18%	109
2025 Q2	$502K	Sell	3,725 -4,237	-53%	-$572K	0.21%	110
2025 Q1	$1.16M	Buy	7,962 +171	+2%	+$24.8K	0.54%	46
2024 Q4	$1.07M	Buy	7,791 +37	+0.5%	+$5.41K	0.48%	51
2024 Q3	$1.19M	Buy	7,754 +2,906	+60%	+$440K	0.54%	42
2024 Q2	$707K	Buy	4,848 +69	+1%	+$9.9K	0.36%	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	0.5%	45
2022 Q3	$491K	Buy	4,057 +79	+2%	+$10.2K	0.51%	47
2022 Q2	$510K	Buy	3,978 +128	+3%	+$16.8K	0.5%	45
2022 Q1	$527K	Buy	3,850 +684	+22%	+$90.6K	0.43%	57
2021 Q4	$446K	Buy	+3,166	New	+$420K	0.37%	67

Other funds holding XLV

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

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

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

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

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return