Evernest Financial Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Evernest Financial Advisors’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	$214K	Buy	+1,351	New	+$201K	0.04%	180
2026 Q1	–	Sell	-1,328	Closed	-$208K	–	190
2025 Q4	$208K	Buy	+1,328	New	+$199K	0.04%	173

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

Evernest Financial Advisors's XLV Position: Q2 2026 in Review

Evernest Financial Advisors opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 1,351 shares worth $214K. The stake represents 0.04% of the portfolio and ranks #180 among its holdings. This is a return to the name: Evernest Financial Advisors previously reported a position in XLV as recently as Q4 2025.

Evernest Financial Advisors first reported a position in XLV in Q4 2025 and has held it in 2 quarters since. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Evernest Financial Advisors held 1,351 shares of State Street Health Care Select Sector SPDR ETF worth $214K as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new Evernest Financial Advisors position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.04% of Evernest Financial Advisors's portfolio in Q2 2026, its #180 holding.
Evernest Financial Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2025 and has held it in 2 quarters since.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.