Kuhn & Co Investment Counsel’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Kuhn & Co Investment Counsel’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	$329K	Hold	2,073	–	–	0.19%	110
2026 Q1	$304K	Hold	2,073	–	–	0.2%	110
2025 Q4	$321K	Buy	+2,073	New	+$310K	0.21%	108
2025 Q3	–	Sell	-1,823	Closed	-$246K	–	136
2025 Q2	$246K	Sell	1,823 -10	-0.5%	-$1.35K	0.19%	120
2025 Q1	$268K	Buy	+1,833	New	+$266K	0.23%	114
2024 Q2	–	Sell	-1,402	Closed	-$207K	–	128
2024 Q1	$207K	Buy	+1,402	New	+$201K	0.19%	121

Other funds holding XLV

LPL Financial San Diego, California $445B AUM 25.58% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Kuhn & Co Investment Counsel's XLV Position: Q2 2026 in Review

Kuhn & Co Investment Counsel held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 2,073 shares worth $329K. The position accounts for 0.19% of the portfolio, ranked #110.

Kuhn & Co Investment Counsel first reported a position in XLV in Q1 2024 and has held it in 6 quarters since. 1,182 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Kuhn & Co Investment Counsel held 2,073 shares of State Street Health Care Select Sector SPDR ETF worth $329K as of Q2 2026.
Kuhn & Co Investment Counsel 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 0.19% of Kuhn & Co Investment Counsel's portfolio in Q2 2026, its #110 holding.
Kuhn & Co Investment Counsel first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2024 and has held it in 6 quarters since.
1,182 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.