Resources Management Corp’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Resources Management Corp’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	–	Sell	-643	Closed	-$94K	–	392
2026 Q1	$94K	Hold	643	–	–	0.01%	234
2025 Q4	$100K	Hold	643	–	–	0.01%	229
2025 Q3	$89K	Sell	643 -55	-8%	-$7.44K	0.01%	229
2025 Q2	$94K	Sell	698 -50	-7%	-$6.75K	0.01%	237
2025 Q1	$109K	Buy	748 +30	+4%	+$4.36K	0.02%	243
2024 Q4	$99K	Buy	718 +10	+1%	+$1.46K	0.01%	259
2024 Q3	$109K	Hold	708	–	–	0.01%	261
2024 Q2	$103K	Buy	708 +25	+4%	+$3.59K	0.02%	257
2024 Q1	$101K	Hold	683	–	–	0.01%	258
2023 Q4	$93K	Buy	683 +8	+1%	+$1.04K	0.01%	263
2023 Q3	$87K	Buy	675 +136	+25%	+$18.1K	0.01%	262
2023 Q2	$72K	Sell	539 -1,557	-74%	-$205K	0.01%	274
2023 Q1	$174K	Buy	2,096 +581	+38%	+$75.9K	0.03%	223
2022 Q4	$206K	Hold	1,515	–	–	0.03%	222
2022 Q3	$183K	Hold	1,515	–	–	0.03%	231
2022 Q2	$194K	Buy	1,515 +20	+1%	+$2.62K	0.03%	234
2022 Q1	$205K	Buy	1,495 +50	+3%	+$6.62K	0.03%	239
2021 Q4	$204K	Sell	1,445 -60	-4%	-$7.97K	0.03%	248
2021 Q3	$192K	Hold	1,505	–	–	0.03%	242
2021 Q2	$190K	Hold	1,505	–	–	0.03%	254
2021 Q1	$176K	Sell	1,505 -15	-1%	-$1.73K	0.03%	247
2020 Q4	$172K	Sell	1,520 -80	-5%	-$8.73K	0.03%	239
2020 Q3	$169K	Hold	1,600	–	–	0.03%	224
2020 Q2	$160K	Buy	1,600 +57	+4%	+$5.63K	0.03%	222
2020 Q1	$137K	Hold	1,543	–	–	0.03%	221
2019 Q4	$157K	Hold	1,543	–	–	0.03%	231
2019 Q3	$139K	Buy	+1,543	New	+$141K	0.03%	234
2018 Q4	$133K	Buy	1,543 +178	+13%	+$16.1K	0.03%	225
2018 Q3	$129K	Buy	+1,365	New	+$123K	0.02%	228

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

Resources Management Corp's XLV Position: Q2 2026 in Review

Resources Management Corp sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026, closing a stake of 643 shares — an estimated $94K sold.

Resources Management Corp first reported a position in XLV in Q3 2018 and held it in 29 quarters. The position peaked at $206K in Q4 2022. 1,857 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Resources Management Corp reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Resources Management Corp sold 643 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $94K.
Resources Management Corp first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2018 and held it in 29 quarters.
Resources Management Corp's State Street Health Care Select Sector SPDR ETF position peaked at $206K in Q4 2022.
1,857 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Resources Management Corp's 13F filing for Q2 2026, filed 14 Aug 2026.