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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$32.3K Hold
220
0.01% 202
2025
Q4
$34.1K Hold
220
0.01% 175
2025
Q3
$30.6K Hold
220
0.01% 177
2025
Q2
$29.7K Hold
220
0.01% 163
2025
Q1
$32.1K Hold
220
0.01% 154
2024
Q4
$30.3K Buy
+220
New +$32.2K 0.01% 158

Other funds holding XLV

Evelyn Partners Asset Management's XLV Position: Q1 2026 in Review

Evelyn Partners Asset Management held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q1 2026 at 220 shares worth $32.3K. The position accounts for 0.01% of the portfolio, ranked #202.

Evelyn Partners Asset Management first reported a position in XLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $34.1K in Q4 2025. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Evelyn Partners Asset Management held 220 shares of State Street Health Care Select Sector SPDR ETF worth $32.3K as of Q1 2026.
  • Evelyn Partners Asset Management left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q1 2026.
  • State Street Health Care Select Sector SPDR ETF made up 0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #202 holding.
  • Evelyn Partners Asset Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Asset Management's State Street Health Care Select Sector SPDR ETF position peaked at $34.1K in Q4 2025.
  • 1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.