KGP
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Keystone Global Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Keystone Global Partners’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 		$12M Buy
75,564
+9,841
+15% +$1.46M 4.53% 8
2026
Q1 		$9.64M Buy
65,723
+17,195
+35% +$2.65M 4.28% 7
2025
Q4 		$7.51M Buy
48,528
+5,203
+12% +$779K 3.3% 9
2025
Q3 		$6.03M Buy
43,325
+3,784
+10% +$512K 3.07% 12
2025
Q2 		$5.33M Buy
39,541
+4,759
+14% +$643K 2.9% 11
2025
Q1 		$5.08M Buy
+34,782
New +$5.05M 3.56% 9

Other funds holding XLV

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
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM

Keystone Global Partners's XLV Position: Q2 2026 in Review

Keystone Global Partners increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 15% in Q2 2026, buying an estimated $1.46M and bringing the position to 75,564 shares worth $12M. The position accounts for 4.53% of the portfolio, ranked #8.

Keystone Global Partners first reported a position in XLV in Q1 2025 and has held it in 6 quarters since. 414 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Keystone Global Partners held 75,564 shares of State Street Health Care Select Sector SPDR ETF worth $12M as of Q2 2026.
  • Keystone Global Partners bought 9,841 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $1.46M.
  • State Street Health Care Select Sector SPDR ETF made up 4.53% of Keystone Global Partners's portfolio in Q2 2026, its #8 holding.
  • Keystone Global Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
  • 414 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Keystone Global Partners's 13F filing for Q2 2026, filed 16 Jul 2026.