Kingswood Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$903K Buy
5,691
+435
+8% +$64.7K 0.04% 433
2026
Q1
$771K Sell
5,256
-332
-6% -$51.2K 0.04% 435
2025
Q4
$865K Buy
5,588
+1,137
+26% +$170K 0.04% 379
2025
Q3
$620K Sell
4,451
-1,018
-19% -$138K 0.04% 428
2025
Q2
$737K Buy
5,469
+138
+3% +$18.6K 0.06% 320
2025
Q1
$773K Sell
5,331
-1,974
-27% -$287K 0.07% 303
2024
Q4
$1.01M Buy
7,305
+412
+6% +$60.3K 0.08% 270
2024
Q3
$1.06M Buy
6,893
+1,353
+24% +$205K 0.08% 278
2024
Q2
$807K Buy
5,540
+260
+5% +$37.3K 0.07% 275
2024
Q1
$780K Sell
5,280
-1,019
-16% -$146K 0.09% 249
2023
Q4
$859K Buy
6,299
+567
+10% +$73.8K 0.1% 221
2023
Q3
$1.61M Sell
5,732
-1,822
-24% -$242K 0.27% 100
2023
Q2
$1M Buy
+7,554
New +$996K 0.32% 83

Other funds holding XLV

Kingswood Wealth Advisors's XLV Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 8.3% in Q2 2026, buying an estimated $64.7K and bringing the position to 5,691 shares worth $903K. The position accounts for 0.04% of the portfolio, ranked #433.

Kingswood Wealth Advisors first reported a position in XLV in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.61M in Q3 2023. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Kingswood Wealth Advisors held 5,691 shares of State Street Health Care Select Sector SPDR ETF worth $903K as of Q2 2026.
  • Kingswood Wealth Advisors bought 435 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $64.7K.
  • State Street Health Care Select Sector SPDR ETF made up 0.04% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #433 holding.
  • Kingswood Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
  • Kingswood Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $1.61M in Q3 2023.
  • 1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.