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 Q2	$1.05M	Sell	6,637 -17,312	-72%	-$2.58M	0.01%	690
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 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

Envestnet Portfolio Solutions's XLV Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 72% in Q2 2026, selling an estimated $2.58M and leaving 6,637 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #690.

Envestnet Portfolio Solutions first reported a position in XLV in Q3 2023 and has held it in 12 quarters since. The position peaked at $13.8M in Q3 2024. 1,866 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Envestnet Portfolio Solutions held 6,637 shares of State Street Health Care Select Sector SPDR ETF worth $1.05M as of Q2 2026.
Envestnet Portfolio Solutions sold 17,312 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $2.58M.
State Street Health Care Select Sector SPDR ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #690 holding.
Envestnet Portfolio Solutions first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's State Street Health Care Select Sector SPDR ETF position peaked at $13.8M in Q3 2024.
1,866 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.