Millstone Evans Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Millstone Evans Group’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	$491K	Hold	3,094	–	–	0.27%	64
2026 Q1	$454K	Hold	3,094	–	–	0.27%	71
2025 Q4	$479K	Hold	3,094	–	–	0.28%	62
2025 Q3	$431K	Hold	3,094	–	–	0.27%	64
2025 Q2	$417K	Buy	3,094 +85	+3%	+$11.5K	0.28%	64
2025 Q1	$439K	Hold	3,009	–	–	0.3%	66
2024 Q4	$414K	Buy	+3,009	New	+$440K	0.28%	69

Other funds holding XLV

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

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Millstone Evans Group's XLV Position: Q2 2026 in Review

Millstone Evans Group held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 3,094 shares worth $491K. The position accounts for 0.27% of the portfolio, ranked #64.

Millstone Evans Group first reported a position in XLV in Q4 2024 and has held it in 7 quarters since. 1,600 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Millstone Evans Group held 3,094 shares of State Street Health Care Select Sector SPDR ETF worth $491K as of Q2 2026.
Millstone Evans Group left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.27% of Millstone Evans Group's portfolio in Q2 2026, its #64 holding.
Millstone Evans Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,600 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.