Empower Advisory Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Empower Advisory Group’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	$865K	Sell	5,450 -186	-3%	-$27.7K	﹤0.01%	271
2026 Q1	$826K	Buy	5,636 +33	+0.6%	+$5.09K	﹤0.01%	258
2025 Q4	$867K	Sell	5,603 -214	-4%	-$32K	﹤0.01%	265
2025 Q3	$810K	Buy	5,817 +450	+8%	+$60.9K	﹤0.01%	273
2025 Q2	$723K	Sell	5,367 -237	-4%	-$32K	﹤0.01%	282
2025 Q1	$818K	Sell	5,604 -643	-10%	-$93.4K	﹤0.01%	256
2024 Q4	$859K	Buy	6,247 +2,374	+61%	+$347K	﹤0.01%	260
2024 Q3	$597K	Sell	3,873 -806	-17%	-$122K	﹤0.01%	293
2024 Q2	$682K	Buy	4,679 +192	+4%	+$27.5K	﹤0.01%	264
2024 Q1	$663K	Sell	4,487 -285	-6%	-$40.9K	﹤0.01%	268
2023 Q4	$651K	Buy	4,772 +350	+8%	+$45.5K	﹤0.01%	266
2023 Q3	$569K	Sell	4,422 -234	-5%	-$31.1K	﹤0.01%	281
2023 Q2	$618K	Sell	4,656 -332	-7%	-$43.8K	﹤0.01%	279
2023 Q1	$653K	Buy	+4,988	New	+$652K	﹤0.01%	274

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

Empower Advisory Group's XLV Position: Q2 2026 in Review

Empower Advisory Group reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 3.3% in Q2 2026, selling an estimated $27.7K and leaving 5,450 shares worth $865K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Empower Advisory Group first reported a position in XLV in Q1 2023 and has held it in 14 quarters since. The position peaked at $867K in Q4 2025. 1,863 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Empower Advisory Group held 5,450 shares of State Street Health Care Select Sector SPDR ETF worth $865K as of Q2 2026.
Empower Advisory Group sold 186 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $27.7K.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #271 holding.
Empower Advisory Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
Empower Advisory Group's State Street Health Care Select Sector SPDR ETF position peaked at $867K in Q4 2025.
1,863 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.