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

Kingsview 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
2020 Q2	–	Sell	-10,000	Closed	-$3K	–	664
2020 Q1	$3K	Buy	+10,000	New	+$972K	﹤0.01%	479
2018 Q4	–	Sell	-600	Closed	-$2K	–	451
2018 Q3	$2K	Buy	+600	New	+$54.2K	﹤0.01%	381
2018 Q2	–	Sell	-500	Closed	-$1K	–	413
2018 Q1	$1K	Buy	+500	New	+$42.6K	﹤0.01%	365
2017 Q2	–	Sell	-14,400	Closed	-$5K	–	396
2017 Q1	$5K	Buy	+14,400	New	+$1.05M	﹤0.01%	259

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

Kingsview Wealth Management's XLV Position: Q1 2026 in Review

Kingsview Wealth Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.1% in Q1 2026, selling an estimated $722K and leaving 221,599 shares worth $32.5M. The position accounts for 0.44% of the portfolio, ranked #40.

Kingsview Wealth Management first reported a position in XLV in Q1 2017 and has held it in 31 quarters since. The position peaked at $37.5M in Q2 2025. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Kingsview Wealth Management held 221,599 shares of State Street Health Care Select Sector SPDR ETF worth $32.5M as of Q1 2026.
Kingsview Wealth Management sold 4,683 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $722K.
State Street Health Care Select Sector SPDR ETF made up 0.44% of Kingsview Wealth Management's portfolio in Q1 2026, its #40 holding.
Kingsview Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2017 and has held it in 31 quarters since.
Kingsview Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $37.5M in Q2 2025.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.