Keystone Wealth Services’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,076
Closed -$303K 294
2025
Q1
$303K Sell
2,076
-340
-14% -$49.4K 0.08% 207
2024
Q4
$332K Sell
2,416
-86
-3% -$12.6K 0.09% 194
2024
Q3
$385K Sell
2,502
-212
-8% -$32.1K 0.11% 172
2024
Q2
$396K Sell
2,714
-396
-13% -$56.8K 0.12% 151
2024
Q1
$459K Sell
3,110
-265
-8% -$38K 0.15% 136
2023
Q4
$460K Sell
3,375
-332
-9% -$43.2K 0.16% 128
2023
Q3
$477K Buy
3,707
+418
+13% +$55.5K 0.18% 123
2023
Q2
$437K Buy
3,289
+281
+9% +$37K 0.16% 128
2023
Q1
$389K Buy
3,008
+202
+7% +$26.4K 0.16% 128
2022
Q4
$381K Buy
+2,806
New +$372K 0.17% 121

Other funds holding XLV

Keystone Wealth Services's XLV Position: Q2 2025 in Review

Keystone Wealth Services sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2025, closing a stake of 2,076 shares — an estimated $303K sold.

Keystone Wealth Services first reported a position in XLV in Q4 2022 and held it in 10 quarters. The position peaked at $477K in Q3 2023. 1,677 funds tracked by Wall St. Rank hold XLV as of Q2 2025.

  • Keystone Wealth Services reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2025 after selling out during the quarter.
  • Keystone Wealth Services sold 2,076 State Street Health Care Select Sector SPDR ETF shares in Q2 2025, an estimated $303K.
  • Keystone Wealth Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and held it in 10 quarters.
  • Keystone Wealth Services's State Street Health Care Select Sector SPDR ETF position peaked at $477K in Q3 2023.
  • 1,677 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2025.

Based on Keystone Wealth Services's 13F filing for Q2 2025, filed 9 Jul 2025.