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 Q2	$772K	Sell	4,866 -85	-2%	-$12.6K	0.12%	112
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 $1.55T 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

Kiley Juergens Wealth Management's XLV Position: Q2 2026 in Review

Kiley Juergens Wealth Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.7% in Q2 2026, selling an estimated $12.6K and leaving 4,866 shares worth $772K. The position accounts for 0.12% of the portfolio, ranked #112.

Kiley Juergens Wealth Management first reported a position in XLV in Q4 2017 and has held it in 5 quarters since. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Kiley Juergens Wealth Management held 4,866 shares of State Street Health Care Select Sector SPDR ETF worth $772K as of Q2 2026.
Kiley Juergens Wealth Management sold 85 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $12.6K.
State Street Health Care Select Sector SPDR ETF made up 0.12% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #112 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 5 quarters since.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.