Kraematon Investment Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Kraematon Investment Advisors’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	$208K	Sell	1,314 -197	-13%	-$29.3K	0.16%	101
2026 Q1	$221K	Buy	1,511 +4	+0.3%	+$617	0.18%	95
2025 Q4	$233K	Sell	1,507 -89	-6%	-$13.3K	0.19%	94
2025 Q3	$222K	Sell	1,596 -102	-6%	-$13.8K	0.19%	89
2025 Q2	$229K	Sell	1,698 -16	-0.9%	-$2.16K	0.22%	83
2025 Q1	$250K	Buy	1,714 +3	+0.2%	+$436	0.25%	76
2024 Q4	$235K	Buy	1,711 +4	+0.2%	+$585	0.23%	79
2024 Q3	$263K	Sell	1,707 -347	-17%	-$52.6K	0.26%	73
2024 Q2	$299K	Buy	2,054 +3	+0.1%	+$430	0.3%	69
2024 Q1	$303K	Sell	2,051 -287	-12%	-$41.2K	0.31%	68
2023 Q4	$319K	Sell	2,338 -461	-16%	-$60K	0.35%	65
2023 Q3	$360K	Sell	2,799 -94	-3%	-$12.5K	0.44%	58
2023 Q2	$384K	Buy	2,893 +6	+0.2%	+$791	0.42%	59
2023 Q1	$374K	Buy	2,887 +5	+0.2%	+$653	0.43%	58
2022 Q4	$391K	Buy	+2,882	New	+$382K	0.43%	57

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

Kraematon Investment Advisors's XLV Position: Q2 2026 in Review

Kraematon Investment Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 13% in Q2 2026, selling an estimated $29.3K and leaving 1,314 shares worth $208K. The position accounts for 0.16% of the portfolio, ranked #101.

Kraematon Investment Advisors first reported a position in XLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $391K in Q4 2022. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Kraematon Investment Advisors held 1,314 shares of State Street Health Care Select Sector SPDR ETF worth $208K as of Q2 2026.
Kraematon Investment Advisors sold 197 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $29.3K.
State Street Health Care Select Sector SPDR ETF made up 0.16% of Kraematon Investment Advisors's portfolio in Q2 2026, its #101 holding.
Kraematon Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
Kraematon Investment Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $391K in Q4 2022.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Kraematon Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.