Envestnet Asset Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Envestnet Asset Management’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 Q1	$759M	Buy	5,176,030 +35,695	+0.7%	+$5.51M	0.2%	85
2025 Q4	$796M	Buy	5,140,335 +398,980	+8%	+$59.8M	0.24%	76
2025 Q3	$660M	Sell	4,741,355 -1,064,143	-18%	-$144M	0.19%	87
2025 Q2	$783M	Sell	5,805,498 -669,463	-10%	-$90.4M	0.23%	82
2025 Q1	$945M	Buy	6,474,961 +553,321	+9%	+$80.4M	0.3%	62
2024 Q4	$815M	Buy	5,921,640 +14,616	+0.2%	+$2.14M	0.26%	66
2024 Q3	$910M	Sell	5,907,024 -289,498	-5%	-$43.9M	0.29%	60
2024 Q2	$903M	Sell	6,196,522 -1,229,522	-17%	-$176M	0.31%	58
2024 Q1	$1.1B	Buy	7,426,044 +456,081	+7%	+$65.4M	0.41%	41
2023 Q4	$951M	Buy	6,969,963 +520,611	+8%	+$67.7M	0.39%	47
2023 Q3	$830M	Buy	6,449,352 +301,355	+5%	+$40M	0.38%	45
2023 Q2	$816M	Buy	6,147,997 +497,650	+9%	+$65.6M	0.36%	42
2023 Q1	$731M	Sell	5,650,347 -302,661	-5%	-$39.5M	0.35%	46
2022 Q4	$809M	Buy	5,953,008 +403,739	+7%	+$53.5M	0.42%	40
2022 Q3	$672M	Buy	5,549,269 +804,358	+17%	+$104M	0.38%	45
2022 Q2	$608M	Buy	4,744,911 +506,444	+12%	+$66.4M	0.34%	50
2022 Q1	$581M	Buy	4,238,467 +846,722	+25%	+$112M	0.29%	62
2021 Q4	$478M	Buy	3,391,745 +248,750	+8%	+$33M	0.24%	77
2021 Q3	$400M	Buy	3,142,995 +117,023	+4%	+$15.5M	0.22%	82
2021 Q2	$381M	Buy	3,025,972 +338,095	+13%	+$41.4M	0.22%	81
2021 Q1	$314M	Buy	2,687,877 +1,856,452	+223%	+$214M	0.2%	91
2020 Q4	$94.3M	Sell	831,425 -1,425	-0.2%	-$156K	0.07%	217
2020 Q3	$87.8M	Sell	832,850 -187,037	-18%	-$19.7M	0.08%	197
2020 Q2	$102M	Buy	1,019,887 +236,131	+30%	+$23.3M	0.1%	163
2020 Q1	$69.4M	Sell	783,756 -444,752	-36%	-$43.2M	0.08%	186
2019 Q4	$125M	Buy	1,228,508 +85,985	+8%	+$8.27M	0.13%	127
2019 Q3	$103M	Buy	1,142,523 +158,006	+16%	+$14.4M	0.11%	141
2019 Q2	$91.2M	Sell	984,517 -76,803	-7%	-$6.91M	0.11%	132
2019 Q1	$97.4M	Sell	1,061,320 -48,738	-4%	-$4.39M	0.13%	119
2018 Q4	$96M	Buy	1,110,058 +277,028	+33%	+$25.1M	0.15%	110
2018 Q3	$79.3M	Buy	833,030 +270,580	+48%	+$24.4M	0.14%	83
2018 Q2	$46.9M	Sell	562,450 -63,748	-10%	-$5.28M	0.11%	100
2018 Q1	$50.6M	Sell	626,198 -193,287	-24%	-$16.5M	0.14%	76
2017 Q4	$67.8M	Sell	819,485 -1,654	-0.2%	-$136K	0.15%	81
2017 Q3	$67.1M	Buy	821,139 +98,838	+14%	+$7.94M	0.16%	74
2017 Q2	$57.2M	Buy	722,301 +1,954	+0.3%	+$149K	0.16%	81
2017 Q1	$53.6M	Buy	720,347 +45,863	+7%	+$3.34M	0.17%	84
2016 Q4	$46.5M	Buy	674,484 +51,654	+8%	+$3.59M	0.17%	90
2016 Q3	$44.9M	Buy	622,830 +39,138	+7%	+$2.88M	0.17%	88
2016 Q2	$41.9M	Buy	583,692 +165,722	+40%	+$11.7M	0.17%	101
2016 Q1	$28.3M	Sell	417,970 -375,070	-47%	-$25.1M	0.12%	142
2015 Q4	$57.1M	Buy	793,040 +111,303	+16%	+$7.86M	0.26%	63
2015 Q3	$45.2M	Sell	681,737 -638,611	-48%	-$46.7M	0.22%	76
2015 Q2	$98.2M	Buy	1,320,348 +282,690	+27%	+$20.9M	0.47%	38
2015 Q1	$75.2M	Buy	1,037,658 +193,448	+23%	+$13.8M	0.39%	46
2014 Q4	$57.7M	Buy	844,210 +3,840	+0.5%	+$257K	0.59%	44
2014 Q3	$53.7M	Buy	840,370 +79,428	+10%	+$4.97M	0.54%	46
2014 Q2	$46.3M	Buy	760,942 +204,726	+37%	+$12M	0.48%	62
2014 Q1	$32.5M	Buy	556,216 +175,298	+46%	+$10.1M	0.36%	68
2013 Q4	$21.1M	Sell	380,918 -343,354	-47%	-$18.4M	0.24%	94
2013 Q3	$36.6M	Sell	724,272 -898,273	-55%	-$45.1M	0.45%	63
2013 Q2	$77.2M	Buy	+1,622,545	New	+$77.7M	1%	27

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Envestnet Asset Management's XLV Position: Q1 2026 in Review

Envestnet Asset Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.69% in Q1 2026, buying an estimated $5.51M and bringing the position to 5,176,030 shares worth $759M. The position accounts for 0.2% of the portfolio, ranked #85.

Envestnet Asset Management first reported a position in XLV in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.1B in Q1 2024. 1,805 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Envestnet Asset Management held 5,176,030 shares of State Street Health Care Select Sector SPDR ETF worth $759M as of Q1 2026.
Envestnet Asset Management bought 35,695 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $5.51M.
State Street Health Care Select Sector SPDR ETF made up 0.2% of Envestnet Asset Management's portfolio in Q1 2026, its #85 holding.
Envestnet Asset Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
Envestnet Asset Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.1B in Q1 2024.
1,805 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.