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

Evoke 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
2026 Q2	–	Sell	-11,668	Closed	-$1.71M	–	686
2026 Q1	$1.71M	Buy	11,668 +796	+7%	+$123K	0.03%	201
2025 Q4	$1.68M	Sell	10,872 -1,473	-12%	-$221K	0.03%	206
2025 Q3	$1.72M	Sell	12,345 -27	-0.2%	-$3.65K	0.03%	191
2025 Q2	$1.67M	Buy	12,372 +25	+0.2%	+$3.38K	0.04%	182
2025 Q1	$1.8M	Sell	12,347 -135	-1%	-$19.6K	0.05%	144
2024 Q4	$1.72M	Sell	12,482 -199	-2%	-$29.1K	0.05%	142
2024 Q3	$1.95M	Buy	+12,681	New	+$1.92M	0.05%	124
2024 Q2	–	Sell	-10,682	Closed	-$1.58M	–	405
2024 Q1	$1.58M	Buy	10,682 +5,600	+110%	+$803K	0.05%	137
2023 Q4	$693K	Sell	5,082 -4,755	-48%	-$619K	1.12%	17
2023 Q3	$1.27M	Sell	9,837 -375	-4%	-$49.8K	0.04%	159
2023 Q2	$1.36M	Sell	10,212 -725	-7%	-$95.6K	0.05%	141
2023 Q1	$1.42M	Buy	10,937 +530	+5%	+$69.2K	0.05%	133
2022 Q4	$1.41M	Buy	10,407 +43	+0.4%	+$5.7K	0.05%	138
2022 Q3	$1.25M	Buy	10,364 +2,271	+28%	+$293K	0.05%	134
2022 Q2	$1.04M	Hold	8,093	–	–	0.04%	158
2022 Q1	$1.11M	Hold	8,093	–	–	0.04%	161
2021 Q4	$1.14M	Buy	8,093 +3,378	+72%	+$449K	0.04%	168
2021 Q3	$600K	Sell	4,715 -3,378	-42%	-$446K	0.02%	216
2021 Q2	$1.02M	Sell	8,093 -532	-6%	-$65.2K	0.04%	174
2021 Q1	$1.01M	Sell	8,625 -4,977	-37%	-$574K	0.05%	154
2020 Q4	$1.54M	Sell	13,602 -7,839	-37%	-$856K	0.1%	62
2020 Q3	$2.26M	Buy	21,441 +4,006	+23%	+$422K	0.18%	45
2020 Q2	$1.75M	Buy	17,435 +13,257	+317%	+$1.31M	0.17%	38
2020 Q1	$370K	Buy	+4,178	New	+$406K	0.05%	122
2019 Q4	–	Sell	-4,468	Closed	-$403K	–	1496
2019 Q3	$403K	Buy	+4,468	New	+$408K	0.05%	165

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

Evoke Wealth's XLV Position: Q2 2026 in Review

Evoke Wealth sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026, closing a stake of 11,668 shares — an estimated $1.71M sold.

Evoke Wealth first reported a position in XLV in Q3 2019 and held it in 25 quarters. The position peaked at $2.26M in Q3 2020. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Evoke Wealth reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 11,668 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $1.71M.
Evoke Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2019 and held it in 25 quarters.
Evoke Wealth's State Street Health Care Select Sector SPDR ETF position peaked at $2.26M in Q3 2020.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.