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

Keystone Financial Services (Colorado)’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
2025 Q3	–	Sell	-1,567	Closed	-$211K	–	131
2025 Q2	$211K	Hold	1,567	–	–	0.07%	108
2025 Q1	$229K	Hold	1,567	–	–	0.09%	90
2024 Q4	$216K	Hold	1,567	–	–	0.08%	94
2024 Q3	$241K	Buy	1,567 +86	+6%	+$13K	0.09%	79
2024 Q2	$216K	Hold	1,481	–	–	0.09%	82
2024 Q1	$219K	Hold	1,481	–	–	0.1%	81
2023 Q4	$202K	Buy	+1,481	New	+$193K	0.1%	80
2023 Q3	–	Sell	-1,731	Closed	-$230K	–	82
2023 Q2	$230K	Hold	1,731	–	–	0.12%	68
2023 Q1	$224K	Hold	1,731	–	–	0.12%	70
2022 Q4	$231K	Hold	1,731	–	–	0.12%	72
2022 Q3	$227K	Hold	1,731	–	–	0.13%	73
2022 Q2	$227K	Sell	1,731 -109	-6%	-$14.3K	0.12%	75
2022 Q1	$233K	Hold	1,840	–	–	0.13%	69
2021 Q4	$259K	Buy	+1,840	New	+$244K	0.13%	74

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Keystone Financial Services (Colorado)'s XLV Position: Q3 2025 in Review

Keystone Financial Services (Colorado) sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2025, closing a stake of 1,567 shares — an estimated $211K sold.

Keystone Financial Services (Colorado) first reported a position in XLV in Q4 2021 and held it in 14 quarters. The position peaked at $259K in Q4 2021. 1,647 funds tracked by Wall St. Rank hold XLV as of Q3 2025.

Keystone Financial Services (Colorado) reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Keystone Financial Services (Colorado) sold 1,567 State Street Health Care Select Sector SPDR ETF shares in Q3 2025, an estimated $211K.
Keystone Financial Services (Colorado) first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and held it in 14 quarters.
Keystone Financial Services (Colorado)'s State Street Health Care Select Sector SPDR ETF position peaked at $259K in Q4 2021.
1,647 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2025.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q3 2025, filed 13 Nov 2025.