Evercore Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Evercore Wealth 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 Q2	$6.71M	Sell	42,267 -663	-2%	-$98.6K	0.09%	94
2026 Q1	$6.29M	Sell	42,930 -3,795	-8%	-$585K	0.1%	92
2025 Q4	$7.23M	Sell	46,725 -70	-0.1%	-$10.5K	0.11%	87
2025 Q3	$6.51M	Sell	46,795 -12,652	-21%	-$1.71M	0.1%	91
2025 Q2	$8.01M	Sell	59,447 -1,500	-2%	-$203K	0.12%	79
2025 Q1	$8.9M	Sell	60,947 -83,724	-58%	-$12.2M	0.14%	74
2024 Q4	$19.9M	Buy	144,671 +83,141	+135%	+$12.2M	0.3%	51
2024 Q3	$9.48M	Sell	61,530 -1,031	-2%	-$156K	0.14%	72
2024 Q2	$9.12M	Sell	62,561 -2,111	-3%	-$303K	0.14%	72
2024 Q1	$9.55M	Buy	64,672 +1,060	+2%	+$152K	0.15%	70
2023 Q4	$8.68M	Sell	63,612 -2,093	-3%	-$272K	0.15%	72
2023 Q3	$8.46M	Sell	65,705 -233	-0.4%	-$30.9K	0.16%	69
2023 Q2	$8.75M	Buy	65,938 +2,598	+4%	+$342K	0.16%	71
2023 Q1	$8.2M	Sell	63,340 -8,076	-11%	-$1.05M	0.16%	68
2022 Q4	$9.7M	Buy	71,416 +8,805	+14%	+$1.17M	0.2%	64
2022 Q3	$7.58M	Sell	62,611 -1,667	-3%	-$215K	0.17%	69
2022 Q2	$8.24M	Sell	64,278 -2,407	-4%	-$316K	0.17%	65
2022 Q1	$9.13M	Buy	66,685 +3,076	+5%	+$407K	0.16%	68
2021 Q4	$8.96M	Buy	63,609 +2,100	+3%	+$279K	0.15%	74
2021 Q3	$7.83M	Sell	61,509 -2,000	-3%	-$264K	0.14%	78
2021 Q2	$8M	Buy	63,509 +1,651	+3%	+$202K	0.15%	78
2021 Q1	$7.22M	Buy	61,858 +16,239	+36%	+$1.87M	0.14%	81
2020 Q4	$5.17M	Buy	45,619 +2,200	+5%	+$240K	0.11%	99
2020 Q3	$4.58M	Buy	43,419 +12,062	+38%	+$1.27M	0.11%	92
2020 Q2	$3.14M	Buy	31,357 +19,100	+156%	+$1.89M	0.08%	109
2020 Q1	$1.09M	Buy	12,257 +3,950	+48%	+$384K	0.04%	172
2019 Q4	$846K	Buy	8,307 +500	+6%	+$48.1K	0.02%	225
2019 Q3	$704K	Buy	7,807 +156	+2%	+$14.2K	0.02%	243
2019 Q2	$709K	Sell	7,651 -25	-0.3%	-$2.25K	0.02%	238
2019 Q1	$704K	Hold	7,676	–	–	0.02%	233
2018 Q4	$664K	Sell	7,676 -82	-1%	-$7.42K	0.03%	225
2018 Q3	$738K	Sell	7,758 -893	-10%	-$80.7K	0.02%	235
2018 Q2	$722K	Sell	8,651 -1,124	-11%	-$93.2K	0.02%	232
2018 Q1	$796K	Sell	9,775 -19,000	-66%	-$1.62M	0.03%	200
2017 Q4	$2.38M	Hold	28,775	–	–	0.09%	124
2017 Q3	$2.35M	Sell	28,775 -24,100	-46%	-$1.94M	0.09%	123
2017 Q2	$4.19M	Sell	52,875 -5,500	-9%	-$419K	0.16%	93
2017 Q1	$4.34M	Sell	58,375 -12,650	-18%	-$922K	0.17%	94
2016 Q4	$4.9M	Buy	71,025 +1,600	+2%	+$111K	0.2%	86
2016 Q3	$5.01M	Sell	69,425 -2,238	-3%	-$165K	0.21%	87
2016 Q2	$5.14M	Buy	71,663 +11,172	+18%	+$787K	0.23%	84
2016 Q1	$4.1M	Buy	60,491 +500	+0.8%	+$33.5K	0.18%	95
2015 Q4	$4.32M	Buy	59,991 +1,997	+3%	+$141K	0.2%	91
2015 Q3	$3.84M	Sell	57,994 -770	-1%	-$56.3K	0.18%	98
2015 Q2	$4.37M	Buy	58,764 +914	+2%	+$67.7K	0.2%	101
2015 Q1	$4.2M	Buy	+57,850	New	+$4.13M	0.19%	103
2014 Q4	–	Sell	-60,400	Closed	-$3.86M	–	1010
2014 Q3	$3.86M	Buy	60,400 +2,300	+4%	+$144K	0.19%	105
2014 Q2	$3.53M	Buy	58,100 +800	+1%	+$47K	0.18%	107
2014 Q1	$3.35M	Buy	57,300 +3,500	+7%	+$202K	0.19%	108
2013 Q4	$2.98M	Buy	53,800 +6,000	+13%	+$321K	0.16%	119
2013 Q3	$2.42M	Buy	47,800 +1,904	+4%	+$95.7K	0.14%	150
2013 Q2	$2.19M	Buy	+45,896	New	+$2.2M	0.12%	152

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 22.96% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Evercore Wealth Management's XLV Position: Q2 2026 in Review

Evercore Wealth Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.5% in Q2 2026, selling an estimated $98.6K and leaving 42,267 shares worth $6.71M. The position accounts for 0.09% of the portfolio, ranked #94.

Evercore Wealth Management first reported a position in XLV in Q2 2013 and has held it in 52 quarters since. The position peaked at $19.9M in Q4 2024. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Evercore Wealth Management held 42,267 shares of State Street Health Care Select Sector SPDR ETF worth $6.71M as of Q2 2026.
Evercore Wealth Management sold 663 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $98.6K.
State Street Health Care Select Sector SPDR ETF made up 0.09% of Evercore Wealth Management's portfolio in Q2 2026, its #94 holding.
Evercore Wealth 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.
Evercore Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $19.9M in Q4 2024.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.