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 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 $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Evermay Wealth Management's XLV Position: Q1 2026 in Review

Evermay Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 103% in Q1 2026, buying an estimated $11.6K and bringing the position to 148 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Evermay Wealth Management first reported a position in XLV in Q4 2021 and has held it in 18 quarters since. The position peaked at $75.8K in Q1 2024. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Evermay Wealth Management held 148 shares of State Street Health Care Select Sector SPDR ETF worth $21.7K as of Q1 2026.
Evermay Wealth Management bought 75 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $11.6K.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #388 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 18 quarters since.
Evermay Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $75.8K in Q1 2024.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.