3D Asset Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$405K Buy
3,841
+1,626
+73% +$171K 0.11% 41
2020
Q2
$222K Buy
+2,215
New +$219K 0.06% 60

Other funds holding XLV

3D Asset Management's XLV Position: Q3 2020 in Review

3D Asset Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 73% in Q3 2020, buying an estimated $171K and bringing the position to 3,841 shares worth $405K. The position accounts for 0.11% of the portfolio, ranked #41.

3D Asset Management first reported a position in XLV in Q2 2020 and has held it in 2 quarters since. 1,053 funds tracked by Wall St. Rank hold XLV as of Q3 2020.

  • 3D Asset Management held 3,841 shares of State Street Health Care Select Sector SPDR ETF worth $405K as of Q3 2020.
  • 3D Asset Management bought 1,626 State Street Health Care Select Sector SPDR ETF shares in Q3 2020, an estimated $171K.
  • State Street Health Care Select Sector SPDR ETF made up 0.11% of 3D Asset Management's portfolio in Q3 2020, its #41 holding.
  • 3D Asset Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2020 and has held it in 2 quarters since.
  • 1,053 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2020.

Based on 3D Asset Management's 13F filing for Q3 2020, filed 9 Nov 2020.