Richmond Investment Services’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Richmond Investment 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	–	Sell	-2,590	Closed	-$380K	–	257
2026 Q1	$380K	Sell	2,590 -22	-0.8%	-$3.39K	0.06%	182
2025 Q4	$404K	Sell	2,612 -20	-0.8%	-$3K	0.07%	157
2025 Q3	$366K	Sell	2,632 -124	-4%	-$16.8K	0.07%	164
2025 Q2	$371K	Buy	+2,756	New	+$372K	0.08%	150

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

Richmond Investment Services's XLV Position: Q2 2026 in Review

Richmond Investment Services sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026, closing a stake of 2,590 shares — an estimated $380K sold.

Richmond Investment Services first reported a position in XLV in Q2 2025 and held it in 4 quarters. The position peaked at $404K in Q4 2025. 1,857 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Richmond Investment Services reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Richmond Investment Services sold 2,590 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $380K.
Richmond Investment Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2025 and held it in 4 quarters.
Richmond Investment Services's State Street Health Care Select Sector SPDR ETF position peaked at $404K in Q4 2025.
1,857 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.