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Evelyn Partners Group Ltd’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Evelyn Partners Group Ltd’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 		$323K Buy
+1,730
New +$257K ﹤0.01% 239

Other funds holding XLV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Evelyn Partners Group Ltd's XLV Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 1,730 shares worth $323K. The stake represents ﹤0.01% of the portfolio and ranks #239 among its holdings.

1,209 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Evelyn Partners Group Ltd held 1,730 shares of State Street Health Care Select Sector SPDR ETF worth $323K as of Q2 2026.
  • State Street Health Care Select Sector SPDR ETF was a new Evelyn Partners Group Ltd position in Q2 2026.
  • State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #239 holding.
  • 1,209 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.