1620 Investment Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

1620 Investment Advisors’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
2022 Q3	–	Sell	-29,411	Closed	-$13K	–	132
2022 Q2	$13K	Buy	+29,411	New	+$3.86M	0.02%	123

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

1620 Investment Advisors's XLV Position: Q3 2022 in Review

1620 Investment Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2022, closing a stake of 29,411 shares — an estimated $13K sold.

1620 Investment Advisors first reported a position in XLV in Q2 2022 and held it in 1 quarter. The position peaked at $13K in Q2 2022. 1,422 funds tracked by Wall St. Rank hold XLV as of Q3 2022.

1620 Investment Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2022 after selling out during the quarter.
1620 Investment Advisors sold 29,411 State Street Health Care Select Sector SPDR ETF shares in Q3 2022, an estimated $13K.
1620 Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2022 and held it in 1 quarter.
1620 Investment Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $13K in Q2 2022.
1,422 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2022.

Based on 1620 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.