KFA Private Wealth Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

KFA Private Wealth Group’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	$829K	Sell	5,223 -1,349	-21%	-$201K	0.2%	54
2026 Q1	$964K	Buy	6,572 +22	+0.3%	+$3.39K	0.23%	51
2025 Q4	$1.01M	Sell	6,550 -665	-9%	-$99.6K	0.25%	51
2025 Q3	$1M	Sell	7,215 -469	-6%	-$63.5K	0.29%	46
2025 Q2	$1.04M	Buy	7,684 +109	+1%	+$14.7K	0.32%	43
2025 Q1	$1.11M	Buy	7,575 +2,333	+45%	+$339K	0.39%	35
2024 Q4	$721K	Buy	5,242 +548	+12%	+$80.2K	0.3%	35
2024 Q3	$723K	Buy	4,694 +43	+0.9%	+$6.52K	0.35%	33
2024 Q2	$678K	Sell	4,651 -2,257	-33%	-$324K	0.35%	33
2024 Q1	$1.02M	Buy	6,908 +1,043	+18%	+$150K	0.32%	35
2023 Q4	$800K	Buy	5,865 +744	+15%	+$96.8K	0.29%	35
2023 Q3	$659K	Sell	5,121 -110	-2%	-$14.6K	0.27%	37
2023 Q2	$694K	Buy	5,231 +790	+18%	+$104K	0.29%	35
2023 Q1	$575K	Sell	4,441 -136	-3%	-$17.8K	0.26%	37
2022 Q4	$622K	Sell	4,577 -21	-0.5%	-$2.78K	0.32%	32
2022 Q3	$557K	Sell	4,598 -4,169	-48%	-$537K	0.3%	33
2022 Q2	$1.12M	Buy	8,767 +309	+4%	+$40.5K	0.62%	23
2022 Q1	$1.16M	Buy	8,458 +5,346	+172%	+$708K	0.58%	26
2021 Q4	$438K	Buy	3,112 +136	+5%	+$18.1K	0.22%	45
2021 Q3	$379K	Buy	2,976 +121	+4%	+$16K	0.21%	46
2021 Q2	$360K	Buy	2,855 +4	+0.1%	+$490	0.2%	49
2021 Q1	$333K	Buy	2,851 +745	+35%	+$86K	0.19%	52
2020 Q4	$239K	Buy	+2,106	New	+$230K	0.15%	61

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

KFA Private Wealth Group's XLV Position: Q2 2026 in Review

KFA Private Wealth Group reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 21% in Q2 2026, selling an estimated $201K and leaving 5,223 shares worth $829K. The position accounts for 0.2% of the portfolio, ranked #54.

KFA Private Wealth Group first reported a position in XLV in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.16M in Q1 2022. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

KFA Private Wealth Group held 5,223 shares of State Street Health Care Select Sector SPDR ETF worth $829K as of Q2 2026.
KFA Private Wealth Group sold 1,349 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $201K.
State Street Health Care Select Sector SPDR ETF made up 0.2% of KFA Private Wealth Group's portfolio in Q2 2026, its #54 holding.
KFA Private Wealth Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
KFA Private Wealth Group's State Street Health Care Select Sector SPDR ETF position peaked at $1.16M in Q1 2022.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.