Hartford Financial Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Hartford Financial 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	$44K	Hold	300	–	–	0.01%	199
2025 Q4	$46.4K	Hold	300	–	–	0.01%	195
2025 Q3	$41.8K	Hold	300	–	–	0.01%	197
2025 Q2	$40.4K	Hold	300	–	–	0.01%	202
2025 Q1	$43.8K	Hold	300	–	–	0.01%	215
2024 Q4	$41.3K	Hold	300	–	–	0.01%	221
2024 Q3	$46.2K	Hold	300	–	–	0.01%	223
2024 Q2	$43.7K	Hold	300	–	–	0.01%	228
2024 Q1	$44.3K	Sell	300 -166	-36%	-$23.8K	0.01%	229
2023 Q4	$63.6K	Hold	466	–	–	0.01%	209
2023 Q3	$60K	Hold	466	–	–	0.02%	203
2023 Q2	$61.9K	Hold	466	–	–	0.02%	205
2023 Q1	$60.3K	Hold	466	–	–	0.02%	201
2022 Q4	$63.3K	Sell	466 -581	-55%	-$77K	0.02%	196
2022 Q3	$127K	Sell	1,047 -141	-12%	-$18.2K	0.04%	166
2022 Q2	$152K	Hold	1,188	–	–	0.04%	156
2022 Q1	$163K	Hold	1,188	–	–	0.04%	158
2021 Q4	$167K	Hold	1,188	–	–	0.04%	156
2021 Q3	$151K	Hold	1,188	–	–	0.04%	156
2021 Q2	$150K	Buy	1,188 +228	+24%	+$27.9K	0.04%	157
2021 Q1	$112K	Hold	960	–	–	0.03%	168
2020 Q4	$109K	Hold	960	–	–	0.03%	167
2020 Q3	$101K	Sell	960 -640	-40%	-$67.4K	0.03%	161
2020 Q2	$160K	Sell	1,600 -340	-18%	-$33.6K	0.05%	146
2020 Q1	$172K	Sell	1,940 -91	-4%	-$8.84K	0.07%	142
2019 Q4	$207K	Hold	2,031	–	–	0.06%	153
2019 Q3	$183K	Sell	2,031 -24	-1%	-$2.19K	0.06%	157
2019 Q2	$190K	Sell	2,055 -235	-10%	-$21.1K	0.06%	162
2019 Q1	$210K	Sell	2,290 -300	-12%	-$27K	0.07%	149
2018 Q4	$224K	Hold	2,590	–	–	0.09%	143
2018 Q3	$246K	Hold	2,590	–	–	0.08%	150
2018 Q2	$216K	Hold	2,590	–	–	0.08%	156
2018 Q1	$210K	Buy	2,590 +100	+4%	+$8.52K	0.11%	125
2017 Q4	$205K	Sell	2,490 -500	-17%	-$41.2K	0.1%	130
2017 Q3	$244K	Hold	2,990	–	–	0.12%	118
2017 Q2	$236K	Buy	+2,990	New	+$228K	0.11%	129
2017 Q1	–	Sell	-2,990	Closed	-$206K	–	365
2016 Q4	$206K	Hold	2,990	–	–	0.12%	115
2016 Q3	$215K	Hold	2,990	–	–	0.13%	111
2016 Q2	$214K	Sell	2,990 -115	-4%	-$8.1K	0.13%	107
2016 Q1	$210K	Hold	3,105	–	–	0.13%	109
2015 Q4	$223K	Sell	3,105 -300	-9%	-$21.2K	0.14%	101
2015 Q3	$225K	Hold	3,405	–	–	0.15%	98
2015 Q2	$253K	Hold	3,405	–	–	0.15%	100
2015 Q1	$246K	Buy	3,405 +40	+1%	+$2.85K	0.15%	98
2014 Q4	$230K	Buy	3,365 +1,540	+84%	+$103K	0.14%	100
2014 Q3	$116K	Hold	1,825	–	–	0.07%	127
2014 Q2	$111K	Buy	1,825 +700	+62%	+$41.1K	0.07%	129
2014 Q1	$65K	Buy	1,125 +1,050	+1,400%	+$60.5K	0.04%	141
2013 Q4	$4K	Hold	75	–	–	﹤0.01%	233
2013 Q3	$3K	Hold	75	–	–	﹤0.01%	250
2013 Q2	$4K	Buy	+75	New	+$3.59K	﹤0.01%	244

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

Hartford Financial Management's XLV Position: Q1 2026 in Review

Hartford Financial Management held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q1 2026 at 300 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #199.

Hartford Financial Management first reported a position in XLV in Q2 2013 and has held it in 51 quarters since. The position peaked at $253K in Q2 2015. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Hartford Financial Management held 300 shares of State Street Health Care Select Sector SPDR ETF worth $44K as of Q1 2026.
Hartford Financial Management 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 0.01% of Hartford Financial Management's portfolio in Q1 2026, its #199 holding.
Hartford Financial Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and has held it in 51 quarters since.
Hartford Financial Management's State Street Health Care Select Sector SPDR ETF position peaked at $253K in Q2 2015.
1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Hartford Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.