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Richards, Merrill & Peterson’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Richards, Merrill & Peterson’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 		$34.9K Hold
220
– – 0.01% 252
2026
Q1 		$32.3K Hold
220
– – 0.01% 241
2025
Q4 		$34.1K Buy
+220
New +$32.9K 0.01% 228
2025
Q2 		– Sell
-220
Closed -$32.1K – 485
2025
Q1 		$32.1K Buy
220
+100
+83% +$14.5K 0.02% 295
2024
Q4 		$16.5K Buy
+120
New +$17.6K 0.01% 347

Other funds holding XLV

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Richards, Merrill & Peterson's XLV Position: Q2 2026 in Review

Richards, Merrill & Peterson held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 220 shares worth $34.9K. The position accounts for 0.01% of the portfolio, ranked #252.

Richards, Merrill & Peterson first reported a position in XLV in Q4 2024 and has held it in 5 quarters since. 669 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Richards, Merrill & Peterson held 220 shares of State Street Health Care Select Sector SPDR ETF worth $34.9K as of Q2 2026.
  • Richards, Merrill & Peterson left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Health Care Select Sector SPDR ETF made up 0.01% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #252 holding.
  • Richards, Merrill & Peterson first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 5 quarters since.
  • 669 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.