KWMG LLC’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

KWMG LLC’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 Q3	$29.5M	Buy	175,100 +7,015	+4%	+$1.17M	2.13%	13
2026 Q2	$26.7M	Buy	168,085 +29,221	+21%	+$4.35M	1.93%	15
2026 Q1	$20.4M	Buy	138,864 +8,618	+7%	+$1.33M	1.7%	16
2025 Q4	$20.2M	Buy	130,246 +10,319	+9%	+$1.55M	1.74%	16
2025 Q3	$16.7M	Buy	119,927 +9,335	+8%	+$1.26M	1.46%	20
2025 Q2	$14.9M	Buy	110,592 +12,582	+13%	+$1.7M	1.4%	20
2025 Q1	$14.3M	Buy	98,010 +39,866	+69%	+$5.79M	1.46%	19
2024 Q4	$8M	Buy	58,144 +9,078	+19%	+$1.33M	0.82%	34
2024 Q3	$7.56M	Buy	+49,066	New	+$7.44M	0.76%	38
2019 Q2	–	Sell	-292	Closed	-$27K	–	424
2019 Q1	$27K	Sell	292 -763	-72%	-$68.8K	0.01%	208
2018 Q4	$91K	Sell	1,055 -127	-11%	-$11.5K	0.02%	130
2018 Q3	$112K	Buy	1,182 +3	+0.3%	+$271	0.03%	121
2018 Q2	$98K	Buy	+1,179	New	+$97.7K	0.03%	125

Other funds holding XLV

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

PWM

Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return

KWMG LLC's XLV Position: Q3 2026 in Review

KWMG LLC increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 4.2% in Q3 2026, buying an estimated $1.17M and bringing the position to 175,100 shares worth $29.5M. The position accounts for 2.13% of the portfolio, ranked #13.

KWMG LLC first reported a position in XLV in Q2 2018 and has held it in 13 quarters since. 101 funds tracked by Wall St. Rank hold XLV as of Q3 2026.

KWMG LLC held 175,100 shares of State Street Health Care Select Sector SPDR ETF worth $29.5M as of Q3 2026.
KWMG LLC bought 7,015 State Street Health Care Select Sector SPDR ETF shares in Q3 2026, an estimated $1.17M.
State Street Health Care Select Sector SPDR ETF made up 2.13% of KWMG LLC's portfolio in Q3 2026, its #13 holding.
KWMG LLC first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2018 and has held it in 13 quarters since.
101 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2026.

Based on KWMG LLC's 13F filing for Q3 2026, filed 7 Oct 2026.