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RPG
Risk Paradigm Group’s
State Street Health Care Select Sector SPDR ETF
XLV
Stock Holding History
Risk Paradigm Group’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
Q1
$2.54M
Sell
17,317
-1,658
-9%
-$256K
2.17%
22
2025
Q4
$2.94M
Buy
+18,975
New
+$2.84M
2.83%
10
2018
Q4
$533K
Buy
6,160
+337
+6%
+$30.5K
1.3%
26
2018
Q3
$554K
Hold
5,823
–
–
1.1%
32
2018
Q2
$486K
Buy
5,823
+1,072
+23%
+$88.8K
0.94%
36
2018
Q1
$387K
Hold
4,751
–
–
0.49%
64
2017
Q4
$393K
Sell
4,751
-106
-2%
-$8.74K
0.42%
71
2017
Q3
$397K
Buy
4,857
+1,123
+30%
+$90.2K
0.48%
66
2017
Q2
$296K
Sell
3,734
-2,870
-43%
-$219K
0.35%
77
2017
Q1
$491K
Buy
+6,604
New
+$481K
0.56%
55
2016
Q4
–
Sell
-8,860
Closed
-$639K
–
273
2016
Q3
$639K
Sell
8,860
-2,831
-24%
-$208K
0.48%
55
2016
Q2
$838K
Buy
+11,691
New
+$824K
1.14%
36
2016
Q1
–
Sell
-225
Closed
-$16.2K
–
253
2015
Q4
$16.2K
Sell
225
-178
-44%
-$12.6K
0.02%
188
2015
Q3
$26.7K
Sell
403
-3,501
-90%
-$256K
0.06%
130
2015
Q2
$290K
Buy
3,904
+1,499
+62%
+$111K
0.28%
66
2015
Q1
$174K
Buy
+2,405
New
+$172K
0.17%
77
Other funds holding XLV
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B 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
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Focus Partners Wealth
Boston, Massachusetts
$89.9B AUM
20.5%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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