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

Ridgepath 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
Q3 		– Sell
-11,579
Closed -$1.56M – 52
2025
Q2 		$1.56M Buy
+11,579
New +$1.56M 0.72% 17

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Ridgepath Capital Management's XLV Position: Q3 2025 in Review

Ridgepath Capital Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2025, closing a stake of 11,579 shares — an estimated $1.56M sold.

Ridgepath Capital Management first reported a position in XLV in Q2 2025 and held it in 1 quarter. The position peaked at $1.56M in Q2 2025. 1,647 funds tracked by Wall St. Rank hold XLV as of Q3 2025.

  • Ridgepath Capital Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Ridgepath Capital Management sold 11,579 State Street Health Care Select Sector SPDR ETF shares in Q3 2025, an estimated $1.56M.
  • Ridgepath Capital Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2025 and held it in 1 quarter.
  • Ridgepath Capital Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.56M in Q2 2025.
  • 1,647 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2025.

Based on Ridgepath Capital Management's 13F filing for Q3 2025, filed 9 Oct 2025.