RAFFA WEALTH MANAGEMENT, LLC’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$82.8K	Hold	522	–	–	0.01%	139
2026 Q1	$76.5K	Hold	522	–	–	0.01%	136
2025 Q4	$80.8K	Hold	522	–	–	0.01%	130
2025 Q3	$72.6K	Sell	522 -419	-45%	-$56.7K	0.01%	134
2025 Q2	$127K	Sell	941 -122	-11%	-$16.5K	0.03%	108
2025 Q1	$155K	Sell	1,063 -169	-14%	-$24.6K	0.04%	90
2024 Q4	$169K	Buy	1,232 +291	+31%	+$42.6K	0.04%	85
2024 Q3	$145K	Hold	941	–	–	0.04%	89
2024 Q2	$137K	Hold	941	–	–	0.04%	113
2024 Q1	$139K	Buy	+941	New	+$135K	0.04%	108
2023 Q3	$121K	Buy	+941	New	+$125K	0.04%	84
2022 Q4	$128K	Sell	941 -550	-37%	-$72.9K	0.05%	70
2022 Q3	$181K	Buy	+1,491	New	+$192K	0.08%	58
2021 Q4	$210K	Buy	+1,491	New	+$198K	0.07%	61
2020 Q4	$267K	Buy	+2,357	New	+$257K	0.1%	49
2020 Q2	$236K	Hold	2,357	–	–	0.09%	47
2020 Q1	$209K	Buy	+2,357	New	+$229K	0.08%	47
2019 Q3	$425K	Buy	+4,714	New	+$430K	0.15%	37
2018 Q1	$700K	Hold	8,600	–	–	0.26%	30
2017 Q4	$711K	Buy	+8,600	New	+$709K	0.28%	34
2017 Q1	$639K	Buy	+8,600	New	+$627K	0.31%	19
2016 Q3	$780K	Buy	+10,812	New	+$796K	0.42%	13
2016 Q1	$583K	Hold	8,600	–	–	0.33%	18
2015 Q4	$619K	Buy	+8,600	New	+$608K	0.37%	18
2015 Q2	$565K	Buy	7,600 +250	+3%	+$18.5K	0.34%	20
2015 Q1	$533K	Buy	7,350 +1,524	+26%	+$109K	0.31%	18
2014 Q4	$398K	Hold	5,826	–	–	0.24%	28
2014 Q3	$372K	Buy	5,826 +101	+2%	+$6.33K	0.28%	29
2014 Q2	$348K	Buy	5,725 +57	+1%	+$3.35K	0.27%	30
2014 Q1	$332K	Sell	5,668 -158	-3%	-$9.11K	0.27%	30
2013 Q4	$398K	Buy	+5,826	New	+$312K	0.24%	28

Other funds holding XLV

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's XLV Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2026 at 522 shares worth $82.8K. The position accounts for 0.01% of the portfolio, ranked #139.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in XLV in Q4 2013 and has held it in 31 quarters since. The position peaked at $780K in Q3 2016. 653 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 522 shares of State Street Health Care Select Sector SPDR ETF worth $82.8K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Health Care Select Sector SPDR ETF made up 0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #139 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2013 and has held it in 31 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's State Street Health Care Select Sector SPDR ETF position peaked at $780K in Q3 2016.
653 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.