Richardson Financial Services’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Richardson Financial Services’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	$885K	Buy	6,038 +5,762	+2,088%	+$889K	0.55%	40
2025 Q4	$21.3K	Sell	276 -6,797	-96%	-$1.02M	0.01%	397
2025 Q3	$984K	Buy	7,073 +149	+2%	+$20.2K	0.61%	39
2025 Q2	$946K	Buy	6,924 +6,782	+4,776%	+$916K	0.64%	35
2025 Q1	$20.7K	Hold	142	–	–	0.02%	323
2024 Q4	$19.5K	Sell	142 -142	-50%	-$20.8K	0.01%	343
2024 Q3	$42.6K	Buy	284 +142	+100%	+$21.5K	0.03%	273
2024 Q2	$20.7K	Hold	142	–	–	0.01%	323
2024 Q1	$21K	Buy	+142	New	+$20.4K	0.01%	343

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

Richardson Financial Services's XLV Position: Q1 2026 in Review

Richardson Financial Services increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2,088% in Q1 2026, buying an estimated $889K and bringing the position to 6,038 shares worth $885K. The position accounts for 0.55% of the portfolio, ranked #40.

Richardson Financial Services first reported a position in XLV in Q1 2024 and has held it in 9 quarters since. The position peaked at $984K in Q3 2025. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Richardson Financial Services held 6,038 shares of State Street Health Care Select Sector SPDR ETF worth $885K as of Q1 2026.
Richardson Financial Services bought 5,762 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $889K.
State Street Health Care Select Sector SPDR ETF made up 0.55% of Richardson Financial Services's portfolio in Q1 2026, its #40 holding.
Richardson Financial Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2024 and has held it in 9 quarters since.
Richardson Financial Services's State Street Health Care Select Sector SPDR ETF position peaked at $984K in Q3 2025.
1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.