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

Evermay 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	$11.6K	Sell	73 -75	-51%	-$11.2K	﹤0.01%	491
2026 Q1	$21.7K	Buy	148 +75	+103%	+$11.6K	﹤0.01%	388
2025 Q4	$11.3K	Sell	73 -8	-10%	-$1.2K	﹤0.01%	436
2025 Q3	$11.3K	Hold	81	–	–	﹤0.01%	433
2025 Q2	$10.9K	Hold	81	–	–	﹤0.01%	439
2025 Q1	$11.8K	Hold	81	–	–	﹤0.01%	431
2024 Q4	$11.1K	Sell	81 -32	-28%	-$4.68K	﹤0.01%	438
2024 Q3	$17.4K	Sell	113 -400	-78%	-$60.6K	﹤0.01%	404
2024 Q2	$74.8K	Hold	513	–	–	0.01%	303
2024 Q1	$75.8K	Hold	513	–	–	0.01%	314
2023 Q4	$70K	Hold	513	–	–	0.01%	295
2023 Q3	$66K	Buy	513 +205	+67%	+$27.2K	0.01%	277
2023 Q2	$40.9K	Hold	308	–	–	0.01%	324
2023 Q1	$39.9K	Hold	308	–	–	0.01%	321
2022 Q4	$41.8K	Hold	308	–	–	0.01%	308
2022 Q3	$37K	Hold	308	–	–	0.01%	301
2022 Q2	$39K	Buy	308 +281	+1,041%	+$36.8K	0.01%	297
2022 Q1	$4K	Buy	27 +17	+170%	+$2.25K	﹤0.01%	467
2021 Q4	$1K	Buy	+10	New	+$1.33K	﹤0.01%	501

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

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

Evermay Wealth Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 51% in Q2 2026, selling an estimated $11.2K and leaving 73 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Evermay Wealth Management first reported a position in XLV in Q4 2021 and has held it in 19 quarters since. The position peaked at $75.8K in Q1 2024. 1,862 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Evermay Wealth Management held 73 shares of State Street Health Care Select Sector SPDR ETF worth $11.6K as of Q2 2026.
Evermay Wealth Management sold 75 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $11.2K.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #491 holding.
Evermay Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
Evermay Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $75.8K in Q1 2024.
1,862 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.