Evelyn Partners Investment Management (Europe)’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Evelyn Partners Investment Management (Europe)’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
2025 Q3	–	Sell	-170	Closed	-$22.9K	–	189
2025 Q2	$22.9K	Hold	170	–	–	0.01%	150
2025 Q1	$24.8K	Hold	170	–	–	0.01%	149
2024 Q4	$23.4K	Buy	+170	New	+$24.9K	0.01%	149

Other funds holding XLV

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Evelyn Partners Investment Management (Europe)'s XLV Position: Q3 2025 in Review

Evelyn Partners Investment Management (Europe) sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2025, closing a stake of 170 shares — an estimated $22.9K sold.

Evelyn Partners Investment Management (Europe) first reported a position in XLV in Q4 2024 and held it in 3 quarters. The position peaked at $24.8K in Q1 2025. 1,650 funds tracked by Wall St. Rank hold XLV as of Q3 2025.

Evelyn Partners Investment Management (Europe) reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Evelyn Partners Investment Management (Europe) sold 170 State Street Health Care Select Sector SPDR ETF shares in Q3 2025, an estimated $22.9K.
Evelyn Partners Investment Management (Europe) first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and held it in 3 quarters.
Evelyn Partners Investment Management (Europe)'s State Street Health Care Select Sector SPDR ETF position peaked at $24.8K in Q1 2025.
1,650 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2025.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q3 2025, filed 14 Nov 2025.