Envestnet Portfolio Solutions
XLV icon

Envestnet Portfolio Solutions’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Envestnet Portfolio Solutions’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 		$3.51M Sell
23,949
-4,419
-16% -$682K 0.02% 343
2025
Q4 		$4.39M Buy
28,368
+15,767
+125% +$2.36M 0.02% 382
2025
Q3 		$1.75M Sell
12,601
-13,414
-52% -$1.82M 0.01% 563
2025
Q2 		$3.51M Sell
26,015
-32,543
-56% -$4.39M 0.01% 434
2025
Q1 		$8.55M Sell
58,558
-20,169
-26% -$2.93M 0.03% 259
2024
Q4 		$10.8M Sell
78,727
-10,760
-12% -$1.57M 0.04% 231
2024
Q3 		$13.8M Buy
89,487
+5,579
+7% +$846K 0.04% 202
2024
Q2 		$12.2M Sell
83,908
-7,946
-9% -$1.14M 0.04% 205
2024
Q1 		$13.6M Buy
91,854
+31,879
+53% +$4.57M 0.05% 185
2023
Q4 		$8.18M Buy
59,975
+4,877
+9% +$634K 0.03% 233
2023
Q3 		$7.09M Buy
+55,098
New +$7.32M 0.03% 234

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return