KFGG
XLV icon

Keystone Financial Group (Georgia)’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Keystone Financial Group (Georgia)’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 		$59K Buy
372
+1
+0.3% +$149 0.03% 79
2026
Q1 		$54.4K Buy
371
+1
+0.3% +$154 0.03% 85
2025
Q4 		$57.3K Buy
370
+1
+0.3% +$150 0.03% 87
2025
Q3 		$51.4K Buy
369
+1
+0.3% +$135 0.03% 88
2025
Q2 		$48.6K Buy
368
+1
+0.3% +$135 0.03% 94
2025
Q1 		$49.3K Buy
367
+1
+0.3% +$145 0.03% 92
2024
Q4 		$50.4K Buy
+366
New +$53.6K 0.04% 95

Other funds holding XLV

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Keystone Financial Group (Georgia)'s XLV Position: Q2 2026 in Review

Keystone Financial Group (Georgia) increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.27% in Q2 2026, buying an estimated $149 and bringing the position to 372 shares worth $59K. The position accounts for 0.03% of the portfolio, ranked #79.

Keystone Financial Group (Georgia) first reported a position in XLV in Q4 2024 and has held it in 7 quarters since. 603 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Keystone Financial Group (Georgia) held 372 shares of State Street Health Care Select Sector SPDR ETF worth $59K as of Q2 2026.
  • Keystone Financial Group (Georgia) bought 1 State Street Health Care Select Sector SPDR ETF share in Q2 2026, an estimated $149.
  • State Street Health Care Select Sector SPDR ETF made up 0.03% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #79 holding.
  • Keystone Financial Group (Georgia) first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • 603 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.