Everett Harris & Co’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Everett Harris & Co’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	$420K	Hold	2,645	–	–	0.01%	229
2026 Q1	$388K	Sell	2,645 -2,857	-52%	-$441K	0.01%	248
2025 Q4	$852K	Buy	5,502 +627	+13%	+$93.9K	0.01%	176
2025 Q3	$678K	Hold	4,875	–	–	0.01%	201
2025 Q2	$657K	Hold	4,875	–	–	0.01%	197
2025 Q1	$712K	Hold	4,875	–	–	0.01%	180
2024 Q4	$671K	Hold	4,875	–	–	0.01%	177
2024 Q3	$751K	Hold	4,875	–	–	0.01%	159
2024 Q2	$711K	Hold	4,875	–	–	0.01%	155
2024 Q1	$720K	Hold	4,875	–	–	0.01%	160
2023 Q4	$665K	Hold	4,875	–	–	0.01%	154
2023 Q3	$628K	Hold	4,875	–	–	0.01%	158
2023 Q2	$647K	Hold	4,875	–	–	0.01%	159
2023 Q1	$631K	Buy	4,875 +88	+2%	+$11.5K	0.01%	156
2022 Q4	$650K	Sell	4,787 -2,400	-33%	-$318K	0.01%	153
2022 Q3	$870K	Hold	7,187	–	–	0.02%	133
2022 Q2	$922K	Sell	7,187 -101	-1%	-$13.2K	0.02%	135
2022 Q1	$998K	Buy	7,288 +101	+1%	+$13.4K	0.01%	145
2021 Q4	$1.01M	Buy	7,187 +177	+3%	+$23.5K	0.01%	142
2021 Q3	$892K	Hold	7,010	–	–	0.01%	145
2021 Q2	$883K	Hold	7,010	–	–	0.01%	143
2021 Q1	$818K	Hold	7,010	–	–	0.01%	141
2020 Q4	$795K	Hold	7,010	–	–	0.01%	141
2020 Q3	$739K	Hold	7,010	–	–	0.01%	144
2020 Q2	$701K	Sell	7,010 -470	-6%	-$46.4K	0.02%	146
2020 Q1	$663K	Buy	+7,480	New	+$727K	0.02%	138

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

Everett Harris & Co's XLV Position: Q2 2026 in Review

Everett Harris & Co held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 2,645 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #229.

Everett Harris & Co first reported a position in XLV in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.01M in Q4 2021. 1,853 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Everett Harris & Co held 2,645 shares of State Street Health Care Select Sector SPDR ETF worth $420K as of Q2 2026.
Everett Harris & Co left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.01% of Everett Harris & Co's portfolio in Q2 2026, its #229 holding.
Everett Harris & Co first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
Everett Harris & Co's State Street Health Care Select Sector SPDR ETF position peaked at $1.01M in Q4 2021.
1,853 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.