Kiley Juergens Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Kiley Juergens Wealth Management’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 Q1	$726K	Buy	+4,951	New	+$764K	0.13%	114
2018 Q4	–	Sell	-138	Closed	-$13K	–	676
2018 Q3	$13K	Buy	138 +5	+4%	+$452	0.01%	439
2018 Q2	$11K	Buy	+133	New	+$11K	0.01%	427
2018 Q1	–	Sell	-52	Closed	-$4K	–	621
2017 Q4	$4K	Buy	+52	New	+$4.29K	﹤0.01%	596

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

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

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

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Kiley Juergens Wealth Management's XLV Position: Q1 2026 in Review

Kiley Juergens Wealth Management opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026: 4,951 shares worth $726K. The stake represents 0.13% of the portfolio and ranks #114 among its holdings. This is a return to the name: Kiley Juergens Wealth Management previously reported a position in XLV as recently as Q3 2018.

Kiley Juergens Wealth Management first reported a position in XLV in Q4 2017 and has held it in 4 quarters since. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Kiley Juergens Wealth Management held 4,951 shares of State Street Health Care Select Sector SPDR ETF worth $726K as of Q1 2026.
State Street Health Care Select Sector SPDR ETF was a new Kiley Juergens Wealth Management position in Q1 2026.
State Street Health Care Select Sector SPDR ETF made up 0.13% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #114 holding.
Kiley Juergens Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2017 and has held it in 4 quarters since.
1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.