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

Financial Engines 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	$846K	Sell	5,335 -38	-0.7%	-$5.65K	﹤0.01%	333
2026 Q1	$788K	Sell	5,373 -152	-3%	-$23.4K	﹤0.01%	329
2025 Q4	$855K	Sell	5,525 -130	-2%	-$19.5K	﹤0.01%	331
2025 Q3	$787K	Buy	5,655 +232	+4%	+$31.4K	﹤0.01%	335
2025 Q2	$731K	Buy	5,423 +3,082	+132%	+$416K	﹤0.01%	336
2025 Q1	$342K	Sell	2,341 -364	-13%	-$52.9K	﹤0.01%	360
2024 Q4	$372K	Buy	2,705 +922	+52%	+$135K	﹤0.01%	355
2024 Q3	$275K	Sell	1,783 -185	-9%	-$28K	﹤0.01%	344
2024 Q2	$287K	Buy	+1,968	New	+$282K	﹤0.01%	313
2023 Q3	–	Sell	-1,724	Closed	-$229K	–	303
2023 Q2	$229K	Sell	1,724 -73,295	-98%	-$9.66M	﹤0.01%	268
2023 Q1	$9.71M	Buy	+75,019	New	+$9.8M	0.03%	77
2018 Q2	–	Sell	-208	Closed	-$17K	–	165
2018 Q1	$17K	Buy	+208	New	+$17.7K	﹤0.01%	89

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

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

Financial Engines Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.71% in Q2 2026, selling an estimated $5.65K and leaving 5,335 shares worth $846K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Financial Engines Advisors first reported a position in XLV in Q1 2018 and has held it in 12 quarters since. The position peaked at $9.71M in Q1 2023. 1,852 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Financial Engines Advisors held 5,335 shares of State Street Health Care Select Sector SPDR ETF worth $846K as of Q2 2026.
Financial Engines Advisors sold 38 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $5.65K.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #333 holding.
Financial Engines Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2018 and has held it in 12 quarters since.
Financial Engines Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $9.71M in Q1 2023.
1,852 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.