Kohmann Bosshard Financial Services’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Kohmann Bosshard Financial Services’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	$381K	Hold	2,400	–	–	0.03%	152
2026 Q1	$352K	Hold	2,400	–	–	0.03%	145
2025 Q4	$372K	Hold	2,400	–	–	0.03%	183
2025 Q3	$334K	Hold	2,400	–	–	0.03%	156
2025 Q2	$323K	Hold	2,400	–	–	0.04%	142
2025 Q1	$350K	Hold	2,400	–	–	0.04%	144
2024 Q4	$330K	Hold	2,400	–	–	0.04%	142
2024 Q3	$370K	Hold	2,400	–	–	0.05%	134
2024 Q2	$350K	Hold	2,400	–	–	0.05%	141
2024 Q1	$355K	Hold	2,400	–	–	0.05%	138
2023 Q4	$327K	Hold	2,400	–	–	0.05%	139
2023 Q3	$309K	Hold	2,400	–	–	0.05%	132
2023 Q2	$319K	Buy	+2,400	New	+$316K	0.05%	132

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

Kohmann Bosshard Financial Services's XLV Position: Q2 2026 in Review

Kohmann Bosshard Financial Services held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 2,400 shares worth $381K. The position accounts for 0.03% of the portfolio, ranked #152.

Kohmann Bosshard Financial Services first reported a position in XLV in Q2 2023 and has held it in 13 quarters since. 1,861 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Kohmann Bosshard Financial Services held 2,400 shares of State Street Health Care Select Sector SPDR ETF worth $381K as of Q2 2026.
Kohmann Bosshard Financial Services left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.03% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #152 holding.
Kohmann Bosshard Financial Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2023 and has held it in 13 quarters since.
1,861 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.