Hardy Reed’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Hardy Reed’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	$412K	Hold	2,808	–	–	0.03%	160
2025 Q4	$435K	Sell	2,808 -271	-9%	-$40.6K	0.03%	154
2025 Q3	$429K	Hold	3,079	–	–	0.03%	153
2025 Q2	$415K	Hold	3,079	–	–	0.03%	151
2025 Q1	$450K	Sell	3,079 -2	-0.1%	-$291	0.04%	138
2024 Q4	$424K	Sell	3,081 -5	-0.2%	-$732	0.04%	145
2024 Q3	$475K	Hold	3,086	–	–	0.04%	136
2024 Q2	$450K	Hold	3,086	–	–	0.05%	138
2024 Q1	$456K	Sell	3,086 -400	-11%	-$57.4K	0.06%	72
2023 Q4	$475K	Buy	3,486 +1,695	+95%	+$221K	0.06%	70
2023 Q3	$231K	Hold	1,791	–	–	0.04%	92
2023 Q2	$238K	Sell	1,791 -23	-1%	-$3.03K	0.04%	85
2023 Q1	$235K	Buy	1,814 +39	+2%	+$5.09K	0.04%	97
2022 Q4	$241K	Buy	+1,775	New	+$235K	0.05%	92

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

Hardy Reed's XLV Position: Q1 2026 in Review

Hardy Reed held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q1 2026 at 2,808 shares worth $412K. The position accounts for 0.03% of the portfolio, ranked #160.

Hardy Reed first reported a position in XLV in Q4 2022 and has held it in 14 quarters since. The position peaked at $475K in Q4 2023. 1,807 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Hardy Reed held 2,808 shares of State Street Health Care Select Sector SPDR ETF worth $412K as of Q1 2026.
Hardy Reed left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Health Care Select Sector SPDR ETF made up 0.03% of Hardy Reed's portfolio in Q1 2026, its #160 holding.
Hardy Reed first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Hardy Reed's State Street Health Care Select Sector SPDR ETF position peaked at $475K in Q4 2023.
1,807 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Hardy Reed's 13F filing for Q1 2026, filed 28 Apr 2026.