Raffa Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Raffa Wealth Management’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	$82.8K	Hold	522	–	–	0.01%	139
2026 Q1	$76.5K	Hold	522	–	–	0.01%	136
2025 Q4	$80.8K	Hold	522	–	–	0.01%	130
2025 Q3	$72.6K	Sell	522 -419	-45%	-$56.7K	0.01%	134
2025 Q2	$127K	Sell	941 -122	-11%	-$16.5K	0.03%	108
2025 Q1	$155K	Sell	1,063 -169	-14%	-$24.6K	0.04%	90
2024 Q4	$169K	Buy	1,232 +291	+31%	+$42.6K	0.04%	85
2024 Q3	$145K	Hold	941	–	–	0.04%	89
2024 Q2	$137K	Hold	941	–	–	0.04%	113
2024 Q1	$139K	Hold	941	–	–	0.04%	108
2023 Q4	$128K	Hold	941	–	–	0.04%	88
2023 Q3	$121K	Hold	941	–	–	0.04%	84
2023 Q2	$125K	Hold	941	–	–	0.04%	84
2023 Q1	$122K	Hold	941	–	–	0.04%	86
2022 Q4	$128K	Sell	941 -550	-37%	-$72.9K	0.05%	70
2022 Q3	$181K	Hold	1,491	–	–	0.08%	58
2022 Q2	$191K	Hold	1,491	–	–	0.09%	58
2022 Q1	$204K	Hold	1,491	–	–	0.08%	58
2021 Q4	$210K	Buy	+1,491	New	+$198K	0.07%	61
2021 Q2	–	Sell	-2,357	Closed	-$275K	–	1127
2021 Q1	$275K	Hold	2,357	–	–	0.1%	50
2020 Q4	$267K	Hold	2,357	–	–	0.1%	49
2020 Q3	$249K	Hold	2,357	–	–	0.09%	46
2020 Q2	$236K	Hold	2,357	–	–	0.09%	47
2020 Q1	$209K	Sell	2,357 -2,357	-50%	-$229K	0.08%	47
2019 Q4	$480K	Hold	4,714	–	–	0.17%	34
2019 Q3	$425K	Buy	+4,714	New	+$430K	0.15%	37
2019 Q2	–	Sell	-6,714	Closed	-$616K	–	1416
2019 Q1	$616K	Buy	6,714 +2,357	+54%	+$213K	0.25%	23
2018 Q4	$377K	Sell	4,357 -3,072	-41%	-$278K	0.14%	45
2018 Q3	$707K	Buy	7,429 +2,365	+47%	+$214K	0.25%	33
2018 Q2	$423K	Sell	5,064 -3,536	-41%	-$293K	0.16%	42
2018 Q1	$700K	Hold	8,600	–	–	0.26%	30
2017 Q4	$711K	Hold	8,600	–	–	0.28%	34
2017 Q3	$703K	Hold	8,600	–	–	0.29%	27
2017 Q2	$681K	Hold	8,600	–	–	0.29%	29
2017 Q1	$639K	Hold	8,600	–	–	0.31%	19
2016 Q4	$593K	Sell	8,600 -2,212	-20%	-$154K	0.31%	19
2016 Q3	$780K	Buy	10,812 +2,212	+26%	+$163K	0.42%	13
2016 Q2	$617K	Hold	8,600	–	–	0.34%	18
2016 Q1	$583K	Hold	8,600	–	–	0.33%	18
2015 Q4	$619K	Buy	8,600 +750	+10%	+$53K	0.37%	18
2015 Q3	$520K	Buy	7,850 +250	+3%	+$18.3K	0.31%	20
2015 Q2	$565K	Buy	7,600 +250	+3%	+$18.5K	0.34%	20
2015 Q1	$533K	Buy	7,350 +1,524	+26%	+$109K	0.31%	18
2014 Q4	$398K	Hold	5,826	–	–	0.24%	28
2014 Q3	$372K	Buy	5,826 +101	+2%	+$6.33K	0.28%	29
2014 Q2	$348K	Buy	5,725 +57	+1%	+$3.35K	0.27%	30
2014 Q1	$332K	Sell	5,668 -158	-3%	-$9.11K	0.27%	30
2013 Q4	$398K	Buy	+5,826	New	+$312K	0.24%	28

Other funds holding XLV

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raffa Wealth Management's XLV Position: Q2 2026 in Review

Raffa Wealth Management held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 522 shares worth $82.8K. The position accounts for 0.01% of the portfolio, ranked #139.

Raffa Wealth Management first reported a position in XLV in Q4 2013 and has held it in 48 quarters since. The position peaked at $780K in Q3 2016. 1,784 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Raffa Wealth Management held 522 shares of State Street Health Care Select Sector SPDR ETF worth $82.8K as of Q2 2026.
Raffa Wealth Management 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 Raffa Wealth Management's portfolio in Q2 2026, its #139 holding.
Raffa Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2013 and has held it in 48 quarters since.
Raffa Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $780K in Q3 2016.
1,784 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.