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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$890K Buy
6,096
+4,607
+309% +$669K 0.22% 46
2024
Q4
$205K Buy
1,489
+4
+0.3% +$585 0.05% 105
2024
Q3
$229K Sell
1,485
-103
-6% -$15.6K 0.06% 100
2024
Q2
$231K Buy
1,588
+103
+7% +$14.8K 0.07% 86
2024
Q1
$219K Hold
1,485
0.07% 93
2023
Q4
$203K Buy
+1,485
New +$193K 0.07% 80
2023
Q2
Sell
-2,285
Closed -$296K 84
2023
Q1
$296K Hold
2,285
0.13% 61
2022
Q4
$310K Hold
2,285
0.15% 56
2022
Q3
$277K Sell
2,285
-13
-0.6% -$1.68K 0.14% 58
2022
Q2
$295K Buy
2,298
+13
+0.6% +$1.7K 0.15% 56
2022
Q1
$314K Buy
+2,285
New +$303K 0.17% 56

Other funds holding XLV

Rappaport Reiches Capital Management's XLV Position: Q1 2025 in Review

Rappaport Reiches Capital Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 309% in Q1 2025, buying an estimated $669K and bringing the position to 6,096 shares worth $890K. The position accounts for 0.22% of the portfolio, ranked #46.

Rappaport Reiches Capital Management first reported a position in XLV in Q1 2022 and has held it in 11 quarters since. 1,768 funds tracked by Wall St. Rank hold XLV as of Q1 2025.

  • Rappaport Reiches Capital Management held 6,096 shares of State Street Health Care Select Sector SPDR ETF worth $890K as of Q1 2025.
  • Rappaport Reiches Capital Management bought 4,607 State Street Health Care Select Sector SPDR ETF shares in Q1 2025, an estimated $669K.
  • State Street Health Care Select Sector SPDR ETF made up 0.22% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #46 holding.
  • Rappaport Reiches Capital Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2022 and has held it in 11 quarters since.
  • 1,768 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.