H&H Retirement Design & Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

H&H Retirement Design & 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 Q1	$5.87M	Sell	40,416 -1,526	-4%	-$235K	2.76%	11
2025 Q4	$6.53M	Buy	41,942 +3,081	+8%	+$461K	3.32%	10
2025 Q3	$5.72M	Sell	38,861 -75	-0.2%	-$10.1K	3.04%	10
2025 Q2	$5.1M	Buy	38,936 +4,357	+13%	+$588K	2.8%	11
2025 Q1	$4.58M	Buy	34,579 +401	+1%	+$58.3K	3.05%	9
2024 Q4	$5M	Buy	34,178 +701	+2%	+$103K	3.04%	10
2024 Q3	$5.12M	Buy	33,477 +1,270	+4%	+$193K	3.02%	11
2024 Q2	$4.79M	Buy	32,207 +409	+1%	+$58.7K	2.96%	10
2024 Q1	$4.44M	Sell	31,798 -3,721	-10%	-$534K	2.93%	10
2023 Q4	$5.12M	Buy	35,519 +756	+2%	+$98.3K	3.22%	8
2023 Q3	$4.53M	Sell	34,763 -103	-0.3%	-$13.7K	3.13%	7
2023 Q2	$4.52M	Sell	34,866 -94	-0.3%	-$12.4K	3%	11
2023 Q1	$4.74M	Buy	+34,960	New	+$4.57M	3.02%	8

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

H&H Retirement Design & Management's XLV Position: Q1 2026 in Review

H&H Retirement Design & Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 3.6% in Q1 2026, selling an estimated $235K and leaving 40,416 shares worth $5.87M. The position accounts for 2.76% of the portfolio, ranked #11.

H&H Retirement Design & Management first reported a position in XLV in Q1 2023 and has held it in 13 quarters since. The position peaked at $6.53M in Q4 2025. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

H&H Retirement Design & Management held 40,416 shares of State Street Health Care Select Sector SPDR ETF worth $5.87M as of Q1 2026.
H&H Retirement Design & Management sold 1,526 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $235K.
State Street Health Care Select Sector SPDR ETF made up 2.76% of H&H Retirement Design & Management's portfolio in Q1 2026, its #11 holding.
H&H Retirement Design & Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
H&H Retirement Design & Management's State Street Health Care Select Sector SPDR ETF position peaked at $6.53M in Q4 2025.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on H&H Retirement Design & Management's 13F filing for Q1 2026, filed 4 May 2026.