Richwood Investment Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Richwood Investment Advisors’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	$207K	Buy	+1,307	New	+$194K	0.15%	105
2026 Q1	–	Sell	-1,946	Closed	-$307K	–	107
2025 Q4	$307K	Sell	1,946 -112	-5%	-$16.8K	0.22%	86
2025 Q3	$286K	Sell	2,058 -12	-0.6%	-$1.62K	0.22%	85
2025 Q2	$279K	Hold	2,070	–	–	0.23%	86
2025 Q1	$302K	Hold	2,070	–	–	0.26%	85
2024 Q4	$285K	Hold	2,070	–	–	0.24%	84
2024 Q3	$319K	Sell	2,070 -125	-6%	-$18.9K	0.26%	79
2024 Q2	$320K	Hold	2,195	–	–	0.28%	78
2024 Q1	$324K	Hold	2,195	–	–	0.29%	79
2023 Q4	$299K	Hold	2,195	–	–	0.28%	82
2023 Q3	$283K	Sell	2,195 -23	-1%	-$3.05K	0.29%	80
2023 Q2	$294K	Sell	2,218 -25	-1%	-$3.3K	0.29%	85
2023 Q1	$290K	Hold	2,243	–	–	0.29%	90
2022 Q4	$305K	Hold	2,243	–	–	0.31%	87
2022 Q3	$272K	Sell	2,243 -3	-0.1%	-$386	0.3%	90
2022 Q2	$288K	Hold	2,246	–	–	0.29%	90
2022 Q1	$308K	Hold	2,246	–	–	0.28%	91
2021 Q4	$316K	Buy	+2,246	New	+$298K	0.28%	82

Other funds holding XLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

Richwood Investment Advisors's XLV Position: Q2 2026 in Review

Richwood Investment Advisors opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2026: 1,307 shares worth $207K. The stake represents 0.15% of the portfolio and ranks #105 among its holdings. This is a return to the name: Richwood Investment Advisors previously reported a position in XLV as recently as Q4 2025.

Richwood Investment Advisors first reported a position in XLV in Q4 2021 and has held it in 18 quarters since. The position peaked at $324K in Q1 2024. 939 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Richwood Investment Advisors held 1,307 shares of State Street Health Care Select Sector SPDR ETF worth $207K as of Q2 2026.
State Street Health Care Select Sector SPDR ETF was a new Richwood Investment Advisors position in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.15% of Richwood Investment Advisors's portfolio in Q2 2026, its #105 holding.
Richwood Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
Richwood Investment Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $324K in Q1 2024.
939 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.