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

Sovran 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	$710K	Buy	4,247 +548	+15%	+$81.5K	0.05%	305
2026 Q1	$540K	Sell	3,699 -56	-1%	-$8.64K	0.04%	347
2025 Q4	$589K	Buy	3,755 +1,193	+47%	+$179K	0.05%	312
2025 Q3	$370K	Sell	2,562 -223	-8%	-$30.2K	0.03%	397
2025 Q2	$376K	Sell	2,785 -811	-23%	-$110K	0.04%	364
2025 Q1	$487K	Sell	3,596 -617	-15%	-$89.6K	0.06%	292
2024 Q4	$590K	Buy	+4,213	New	+$617K	0.08%	231

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

Sovran Advisors's XLV Position: Q2 2026 in Review

Sovran Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 15% in Q2 2026, buying an estimated $81.5K and bringing the position to 4,247 shares worth $710K. The position accounts for 0.05% of the portfolio, ranked #305.

Sovran Advisors first reported a position in XLV in Q4 2024 and has held it in 7 quarters since. 1,851 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Sovran Advisors held 4,247 shares of State Street Health Care Select Sector SPDR ETF worth $710K as of Q2 2026.
Sovran Advisors bought 548 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $81.5K.
State Street Health Care Select Sector SPDR ETF made up 0.05% of Sovran Advisors's portfolio in Q2 2026, its #305 holding.
Sovran Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
1,851 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.