Raymond James Financial Services Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Raymond James Financial Services 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
2022 Q1	–	Sell	-13,700	Closed	-$1K	–	3490
2021 Q4	$1K	Buy	+13,700	New	+$1.82M	﹤0.01%	3310

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Raymond James Financial Services Advisors's XLV Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.7% in Q3 2024, buying an estimated $6.35M and bringing the position to 1,612,534 shares worth $248M. The position accounts for 0.33% of the portfolio, ranked #58.

Raymond James Financial Services Advisors first reported a position in XLV in Q2 2013 and has held it in 45 quarters since. 1,729 funds tracked by Wall St. Rank hold XLV as of Q3 2024.

Raymond James Financial Services Advisors held 1,612,534 shares of State Street Health Care Select Sector SPDR ETF worth $248M as of Q3 2024.
Raymond James Financial Services Advisors bought 41,921 State Street Health Care Select Sector SPDR ETF shares in Q3 2024, an estimated $6.35M.
State Street Health Care Select Sector SPDR ETF made up 0.33% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #58 holding.
Raymond James Financial Services Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and has held it in 45 quarters since.
1,729 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.