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

Evolution 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 Q1	$16.9M	Buy	115,176 +2,714	+2%	+$419K	1.72%	12
2025 Q4	$17.4M	Buy	112,462 +1,306	+1%	+$196K	1.75%	12
2025 Q3	$15.5M	Sell	111,156 -15,465	-12%	-$2.09M	2.08%	11
2025 Q2	$17.1M	Buy	126,621 +631	+0.5%	+$85.2K	2.5%	8
2025 Q1	$18.4M	Buy	125,990 +46,265	+58%	+$6.72M	3.07%	7
2024 Q4	$11M	Buy	79,725 +460	+0.6%	+$67.3K	1.83%	10
2024 Q3	$12.2M	Buy	79,265 +703	+0.9%	+$107K	2.19%	8
2024 Q2	$11.5M	Buy	78,562 +3,523	+5%	+$505K	2.23%	8
2024 Q1	$11.1M	Sell	75,039 -36,795	-33%	-$5.28M	2.12%	9
2023 Q4	$15.3M	Sell	111,834 -552	-0.5%	-$71.8K	3.07%	7
2023 Q3	$14.5M	Sell	112,386 -44,942	-29%	-$5.97M	3.23%	6
2023 Q2	$20.9M	Sell	157,328 -28,640	-15%	-$3.78M	4.61%	5
2023 Q1	$24.1M	Sell	185,968 -1,751	-0.9%	-$229K	5.78%	4
2022 Q4	$25.5M	Buy	187,719 +116	+0.1%	+$15.4K	6.43%	3
2022 Q3	$22.7M	Buy	187,603 +4,454	+2%	+$574K	6.23%	4
2022 Q2	$23.5M	Buy	183,149 +41,282	+29%	+$5.41M	5.94%	4
2022 Q1	$19.4M	Buy	141,867 +5,632	+4%	+$746K	3.99%	7
2021 Q4	$19.2K	Buy	136,235 +3,196	+2%	+$424K	2.9%	9
2021 Q3	$16.9M	Buy	133,039 +36,426	+38%	+$4.81M	3.63%	9
2021 Q2	$12.2M	Buy	96,613 +4,085	+4%	+$501K	2.47%	14
2021 Q1	$10.8M	Buy	92,528 +6,154	+7%	+$710K	2.41%	14
2020 Q4	$9.8M	Sell	86,374 -42,577	-33%	-$4.65M	2.21%	14
2020 Q3	$13.6M	Sell	128,951 -16,226	-11%	-$1.71M	3.72%	5
2020 Q2	$14.5M	Sell	145,177 -34,273	-19%	-$3.38M	4.76%	5
2020 Q1	$15.9M	Sell	179,450 -23,040	-11%	-$2.24M	6.42%	4
2019 Q4	$20.6M	Buy	+202,490	New	+$19.5M	5.16%	5
2019 Q3	–	Sell	-196,344	Closed	-$18.2M	–	598
2019 Q2	$18.2M	Buy	196,344 +12,575	+7%	+$1.13M	7.86%	4
2019 Q1	$16.9M	Buy	183,769 +29,420	+19%	+$2.65M	7.75%	3
2018 Q4	$13.4M	Buy	+154,349	New	+$14M	6.09%	3

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

Evolution Wealth Advisors's XLV Position: Q1 2026 in Review

Evolution Wealth Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.4% in Q1 2026, buying an estimated $419K and bringing the position to 115,176 shares worth $16.9M. The position accounts for 1.72% of the portfolio, ranked #12.

Evolution Wealth Advisors first reported a position in XLV in Q4 2018 and has held it in 29 quarters since. The position peaked at $25.5M in Q4 2022. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Evolution Wealth Advisors held 115,176 shares of State Street Health Care Select Sector SPDR ETF worth $16.9M as of Q1 2026.
Evolution Wealth Advisors bought 2,714 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $419K.
State Street Health Care Select Sector SPDR ETF made up 1.72% of Evolution Wealth Advisors's portfolio in Q1 2026, its #12 holding.
Evolution Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2018 and has held it in 29 quarters since.
Evolution Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $25.5M in Q4 2022.
1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.