EWA
XLV icon

EverSource Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

EverSource Wealth 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 		$1.15M Sell
7,238
-2,128
-23% -$317K 0.04% 325
2026
Q1 		$1.37M Sell
9,366
-26
-0.3% -$4.01K 0.04% 308
2025
Q4 		$1.45M Buy
9,392
+2,970
+46% +$445K 0.05% 258
2025
Q3 		$894K Sell
6,422
-4,051
-39% -$548K 0.04% 337
2025
Q2 		$1.41M Sell
10,473
-2,269
-18% -$306K 0.06% 210
2025
Q1 		$1.86M Buy
12,742
+7,148
+128% +$1.04M 0.1% 160
2024
Q4 		$770K Buy
5,594
+365
+7% +$53.4K 0.04% 285
2024
Q3 		$805K Buy
5,229
+374
+8% +$56.7K 0.05% 253
2024
Q2 		$726K Sell
4,855
-1,404
-22% -$201K 0.05% 258
2024
Q1 		$878K Sell
6,259
-181
-3% -$26K 0.07% 198
2023
Q4 		$878K Buy
6,440
+4,975
+340% +$647K 0.08% 176
2023
Q3 		$189K Sell
1,465
-10
-0.7% -$1.33K 0.02% 412
2023
Q2 		$196K Sell
1,475
-749
-34% -$98.7K 0.02% 399
2023
Q1 		$288K Buy
2,224
+267
+14% +$34.9K 0.04% 308
2022
Q4 		$266K Buy
1,957
+1,942
+12,947% +$257K 0.04% 305
2022
Q3 		$2K Hold
15
– – ﹤0.01% 1746
2022
Q2 		$2K Sell
15
-95
-86% -$12.5K ﹤0.01% 1591
2022
Q1 		$15K Sell
110
-27
-20% -$3.58K ﹤0.01% 827
2021
Q4 		$19K Buy
+137
New +$18.2K 0.01% 721

Other funds holding XLV

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

EverSource Wealth Advisors's XLV Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 23% in Q2 2026, selling an estimated $317K and leaving 7,238 shares worth $1.15M. The position accounts for 0.04% of the portfolio, ranked #325.

EverSource Wealth Advisors first reported a position in XLV in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.86M in Q1 2025. 603 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • EverSource Wealth Advisors held 7,238 shares of State Street Health Care Select Sector SPDR ETF worth $1.15M as of Q2 2026.
  • EverSource Wealth Advisors sold 2,128 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $317K.
  • State Street Health Care Select Sector SPDR ETF made up 0.04% of EverSource Wealth Advisors's portfolio in Q2 2026, its #325 holding.
  • EverSource Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $1.86M in Q1 2025.
  • 603 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.