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RDFA
Ritter Daniher Financial Advisory’s
State Street Health Care Select Sector SPDR ETF
XLV
Stock Holding History
Ritter Daniher Financial Advisory’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
$227K
Buy
1,546
+5
+0.3%
+$771
0.04%
152
2025
Q4
$239K
Buy
1,541
+1,432
+1,314%
+$214K
0.04%
152
2025
Q3
$15.2K
Hold
109
–
–
﹤0.01%
294
2025
Q2
$14.7K
Hold
109
–
–
﹤0.01%
243
2025
Q1
$15.9K
Hold
109
–
–
﹤0.01%
229
2024
Q4
$15K
Hold
109
–
–
﹤0.01%
225
2024
Q3
$16.8K
Hold
109
–
–
﹤0.01%
214
2024
Q2
$15.9K
Hold
109
–
–
0.01%
208
2024
Q1
$16.1K
Hold
109
–
–
0.01%
203
2023
Q4
$14.9K
Hold
109
–
–
0.01%
209
2023
Q3
$14K
Hold
109
–
–
0.01%
209
2023
Q2
$14.5K
Hold
109
–
–
0.01%
194
2023
Q1
$14.1K
Hold
109
–
–
0.01%
191
2022
Q4
$14.8K
Hold
109
–
–
0.01%
193
2022
Q3
$13K
Hold
109
–
–
0.01%
165
2022
Q2
$14K
Hold
109
–
–
0.01%
152
2022
Q1
$15K
Hold
109
–
–
0.01%
154
2021
Q4
$15K
Hold
109
–
–
0.01%
145
2021
Q3
$14K
Hold
109
–
–
0.01%
146
2021
Q2
$14K
Hold
109
–
–
0.01%
143
2021
Q1
$13K
Hold
109
–
–
0.01%
137
2020
Q4
$12K
Buy
+109
New
+$11.9K
0.01%
133
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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