KKM Financial’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

KKM Financial’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
2025 Q3	–	Sell	-3,942	Closed	-$531K	–	157
2025 Q2	$531K	Hold	3,942	–	–	0.18%	98
2025 Q1	$576K	Sell	3,942 -300	-7%	-$43.6K	0.24%	84
2024 Q4	$584K	Hold	4,242	–	–	0.24%	85
2024 Q3	$653K	Hold	4,242	–	–	0.32%	74
2024 Q2	$619K	Hold	4,242	–	–	0.29%	85
2024 Q1	$627K	Hold	4,242	–	–	0.31%	85
2023 Q4	$579K	Buy	+4,242	New	+$552K	0.36%	68

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

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

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

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

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

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

KKM Financial's XLV Position: Q3 2025 in Review

KKM Financial sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2025, closing a stake of 3,942 shares — an estimated $531K sold.

KKM Financial first reported a position in XLV in Q4 2023 and held it in 7 quarters. The position peaked at $653K in Q3 2024. 1,647 funds tracked by Wall St. Rank hold XLV as of Q3 2025.

KKM Financial reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
KKM Financial sold 3,942 State Street Health Care Select Sector SPDR ETF shares in Q3 2025, an estimated $531K.
KKM Financial first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and held it in 7 quarters.
KKM Financial's State Street Health Care Select Sector SPDR ETF position peaked at $653K in Q3 2024.
1,647 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2025.

Based on KKM Financial's 13F filing for Q3 2025, filed 14 Nov 2025.