Raleigh Capital Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Raleigh Capital 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
2025 Q1	–	Sell	-16	Closed	-$2.2K	–	1077
2024 Q4	$2.2K	Hold	16	–	–	﹤0.01%	826
2024 Q3	$2.46K	Buy	+16	New	+$2.42K	﹤0.01%	794
2024 Q2	–	Sell	-125	Closed	-$18.5K	–	1027
2024 Q1	$18.5K	Buy	125 +111	+793%	+$15.9K	0.01%	435
2023 Q4	$1.85K	Hold	14	–	–	﹤0.01%	874
2023 Q3	$1.74K	Buy	14 +1	+8%	+$133	﹤0.01%	785
2023 Q2	$1.79K	Sell	13 -386	-97%	-$50.9K	﹤0.01%	740
2023 Q1	$51.7K	Buy	399 +373	+1,435%	+$48.7K	0.03%	246
2022 Q4	$3.51K	Sell	26 -25	-49%	-$3.31K	﹤0.01%	602
2022 Q3	$6K	Buy	51 +25	+96%	+$3.22K	﹤0.01%	467
2022 Q2	$3K	Sell	26 -5	-16%	-$655	﹤0.01%	519
2022 Q1	$4K	Sell	31 -8,462	-100%	-$1.12M	﹤0.01%	497
2021 Q4	$1.2M	Buy	+8,493	New	+$1.13M	1.23%	21

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raleigh Capital Management's XLV Position: Q1 2025 in Review

Raleigh Capital Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2025, closing a stake of 16 shares — an estimated $2.2K sold.

Raleigh Capital Management first reported a position in XLV in Q4 2021 and held it in 12 quarters. The position peaked at $1.2M in Q4 2021. 1,767 funds tracked by Wall St. Rank hold XLV as of Q1 2025.

Raleigh Capital Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
Raleigh Capital Management sold 16 State Street Health Care Select Sector SPDR ETF shares in Q1 2025, an estimated $2.2K.
Raleigh Capital Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and held it in 12 quarters.
Raleigh Capital Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.2M in Q4 2021.
1,767 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.