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

Raymond James Financial’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	$789M	Buy	4,974,409 +187,281	+4%	+$27.9M	0.21%	80
2026 Q1	$702M	Sell	4,787,128 -186,971	-4%	-$28.8M	0.22%	84
2025 Q4	$770M	Buy	4,974,099 +81,347	+2%	+$12.2M	0.24%	73
2025 Q3	$681M	Sell	4,892,752 -755,007	-13%	-$102M	0.22%	80
2025 Q2	$761M	Sell	5,647,759 -392,247	-6%	-$53M	0.26%	65
2025 Q1	$882M	Buy	6,040,006 +20,358	+0.3%	+$2.96M	0.33%	50
2024 Q4	$828M	Buy	+6,019,648	New	+$881M	0.31%	57

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Raymond James Financial's XLV Position: Q2 2026 in Review

Raymond James Financial increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 3.9% in Q2 2026, buying an estimated $27.9M and bringing the position to 4,974,409 shares worth $789M. The position accounts for 0.21% of the portfolio, ranked #80.

Raymond James Financial first reported a position in XLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $882M in Q1 2025. 1,853 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Raymond James Financial held 4,974,409 shares of State Street Health Care Select Sector SPDR ETF worth $789M as of Q2 2026.
Raymond James Financial bought 187,281 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $27.9M.
State Street Health Care Select Sector SPDR ETF made up 0.21% of Raymond James Financial's portfolio in Q2 2026, its #80 holding.
Raymond James Financial first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's State Street Health Care Select Sector SPDR ETF position peaked at $882M in Q1 2025.
1,853 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.