KFI
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Key Financial Inc’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Key Financial Inc’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 		$392K Buy
2,470
+329
+15% +$48.9K 0.06% 216
2026
Q1 		$314K Buy
2,141
+2
+0.1% +$309 0.06% 233
2025
Q4 		$331K Buy
2,139
+2
+0.1% +$300 0.06% 225
2025
Q3 		$307K Sell
2,137
-222
-9% -$30K 0.06% 234
2025
Q2 		$318K Buy
2,359
+227
+11% +$30.7K 0.06% 217
2025
Q1 		$311K Buy
2,132
+2
+0.1% +$291 0.07% 207
2024
Q4 		$293K Buy
2,130
+2
+0.1% +$293 0.07% 205
2024
Q3 		$328K Buy
2,128
+116
+6% +$17.6K 0.07% 198
2024
Q2 		$293K Buy
2,012
+101
+5% +$14.5K 0.07% 195
2024
Q1 		$282K Sell
1,911
-304
-14% -$43.6K 0.07% 191
2023
Q4 		$302K Buy
2,215
+307
+16% +$39.9K 0.08% 176
2023
Q3 		$246K Buy
1,908
+76
+4% +$10.1K 0.08% 182
2023
Q2 		$243K Buy
1,832
+1
+0.1% +$132 0.08% 183
2023
Q1 		$237K Buy
1,831
+380
+26% +$49.6K 0.09% 177
2022
Q4 		$176K Hold
1,451
– – 0.08% 176
2022
Q3 		$176K Hold
1,451
– – 0.08% 178
2022
Q2 		$188K Buy
1,451
+135
+10% +$17.7K 0.1% 155
2022
Q1 		$180K Buy
1,316
+12
+0.9% +$1.59K 0.09% 178
2021
Q4 		$184K Buy
1,304
+49
+4% +$6.51K 0.09% 159
2021
Q3 		$160K Hold
1,255
– – 0.09% 169
2021
Q2 		$166K Hold
1,255
– – 0.09% 172
2021
Q1 		$147K Hold
1,255
– – 0.1% 163
2020
Q4 		$142K Buy
+1,255
New +$137K 0.11% 151
2020
Q2 		– Sell
-1,255
Closed -$112K – 668
2020
Q1 		$112K Buy
+1,255
New +$122K 0.11% 144

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 22.96% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Key Financial Inc's XLV Position: Q2 2026 in Review

Key Financial Inc increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 15% in Q2 2026, buying an estimated $48.9K and bringing the position to 2,470 shares worth $392K. The position accounts for 0.06% of the portfolio, ranked #216.

Key Financial Inc first reported a position in XLV in Q1 2020 and has held it in 24 quarters since. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Key Financial Inc held 2,470 shares of State Street Health Care Select Sector SPDR ETF worth $392K as of Q2 2026.
  • Key Financial Inc bought 329 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $48.9K.
  • State Street Health Care Select Sector SPDR ETF made up 0.06% of Key Financial Inc's portfolio in Q2 2026, its #216 holding.
  • Key Financial Inc first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2020 and has held it in 24 quarters since.
  • 1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.