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 Q3	$869K	Sell	5,157 -66	-1%	-$11K	0.2%	56
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%	-$100K	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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

KFA Private Wealth Group's XLV Position: Q3 2026 in Review

KFA Private Wealth Group reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.3% in Q3 2026, selling an estimated $11K and leaving 5,157 shares worth $869K. The position accounts for 0.2% of the portfolio, ranked #56.

KFA Private Wealth Group first reported a position in XLV in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.16M in Q1 2022. 1,732 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

KFA Private Wealth Group held 5,157 shares of State Street Health Care Select Sector SPDR ETF worth $869K as of Q3 2026.
KFA Private Wealth Group sold 66 State Street Health Care Select Sector SPDR ETF shares in Q3 2026, an estimated $11K.
State Street Health Care Select Sector SPDR ETF made up 0.2% of KFA Private Wealth Group's portfolio in Q3 2026, its #56 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 24 quarters since.
KFA Private Wealth Group's State Street Health Care Select Sector SPDR ETF position peaked at $1.16M in Q1 2022.
1,732 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.