EFG International’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

EFG International’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	$81.6K	Buy	514 +400	+351%	+$59.5K	﹤0.01%	711
2026 Q1	$16.7K	Sell	114 -3,116	-96%	-$481K	﹤0.01%	857
2025 Q4	$500K	Buy	+3,230	New	+$484K	0.01%	470

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 22.9% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

EFG International's XLV Position: Q2 2026 in Review

EFG International increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 351% in Q2 2026, buying an estimated $59.5K and bringing the position to 514 shares worth $81.6K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

EFG International first reported a position in XLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $500K in Q4 2025. 1,866 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

EFG International held 514 shares of State Street Health Care Select Sector SPDR ETF worth $81.6K as of Q2 2026.
EFG International bought 400 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $59.5K.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of EFG International's portfolio in Q2 2026, its #711 holding.
EFG International first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
EFG International's State Street Health Care Select Sector SPDR ETF position peaked at $500K in Q4 2025.
1,866 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on EFG International's 13F filing for Q2 2026, filed 14 Aug 2026.