Evergreen Private Wealth’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Evergreen Private Wealth’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 Q4	–	Sell	-95	Closed	-$13.2K	–	233
2025 Q3	$13.2K	Hold	95	–	–	0.01%	151
2025 Q2	$12.8K	Hold	95	–	–	0.01%	149
2025 Q1	$13.9K	Sell	95 -863	-90%	-$125K	0.01%	147
2024 Q4	$132K	Buy	958 +575	+150%	+$84.1K	0.06%	92
2024 Q3	$59K	Hold	383	–	–	0.03%	113
2024 Q2	$55.8K	Hold	383	–	–	0.03%	113
2024 Q1	$56.6K	Hold	383	–	–	0.03%	114
2023 Q4	$52.2K	Buy	+383	New	+$49.8K	0.03%	111

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HIIFS

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

Evergreen Private Wealth's XLV Position: Q4 2025 in Review

Evergreen Private Wealth sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2025, closing a stake of 95 shares — an estimated $13.2K sold.

Evergreen Private Wealth first reported a position in XLV in Q4 2023 and held it in 8 quarters. The position peaked at $132K in Q4 2024. 1,838 funds tracked by Wall St. Rank hold XLV as of Q4 2025.

Evergreen Private Wealth reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Evergreen Private Wealth sold 95 State Street Health Care Select Sector SPDR ETF shares in Q4 2025, an estimated $13.2K.
Evergreen Private Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2023 and held it in 8 quarters.
Evergreen Private Wealth's State Street Health Care Select Sector SPDR ETF position peaked at $132K in Q4 2024.
1,838 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.