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 Q2	$33.8K	Sell	213 -5,825	-96%	-$867K	0.02%	365
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 $1.55T 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

Richardson Financial Services's XLV Position: Q2 2026 in Review

Richardson Financial Services reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 96% in Q2 2026, selling an estimated $867K and leaving 213 shares worth $33.8K. The position accounts for 0.02% of the portfolio, ranked #365.

Richardson Financial Services first reported a position in XLV in Q1 2024 and has held it in 10 quarters since. The position peaked at $984K in Q3 2025. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Richardson Financial Services held 213 shares of State Street Health Care Select Sector SPDR ETF worth $33.8K as of Q2 2026.
Richardson Financial Services sold 5,825 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $867K.
State Street Health Care Select Sector SPDR ETF made up 0.02% of Richardson Financial Services's portfolio in Q2 2026, its #365 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 10 quarters since.
Richardson Financial Services's State Street Health Care Select Sector SPDR ETF position peaked at $984K in Q3 2025.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.