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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

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

Raymond James Financial

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return