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

Evolution 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 Q2	$2.38K	Buy	+15	New	+$2.23K	﹤0.01%	803
2025 Q3	–	Sell	-255	Closed	-$34.4K	–	693
2025 Q2	$34.4K	Buy	+255	New	+$34.4K	0.04%	215

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

Evolution Wealth Management's XLV Position: Q2 2026 in Review

Evolution Wealth Management opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 15 shares worth $2.38K. The stake represents ﹤0.01% of the portfolio and ranks #803 among its holdings. This is a return to the name: Evolution Wealth Management previously reported a position in XLV as recently as Q2 2025.

Evolution Wealth Management first reported a position in XLV in Q2 2025 and has held it in 2 quarters since. The position peaked at $34.4K in Q2 2025. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Evolution Wealth Management held 15 shares of State Street Health Care Select Sector SPDR ETF worth $2.38K as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new Evolution Wealth Management position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #803 holding.
Evolution Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2025 and has held it in 2 quarters since.
Evolution Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $34.4K in Q2 2025.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.