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Advanced Research Investment Solutions’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Advanced Research Investment Solutions’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
Q4 		– Sell
-830
Closed -$101K – 161
2022
Q3 		$101K Hold
830
– – 0.06% 57
2022
Q2 		$106K Sell
830
-784
-49% -$103K 0.06% 32
2022
Q1 		$221K Buy
+1,614
New +$214K 0.09% 35
2021
Q4 		– Sell
-146
Closed -$18.6K – 225
2021
Q3 		$18.6K Buy
+146
New +$19.3K 0.01% 100

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advanced Research Investment Solutions's XLV Position: Q4 2022 in Review

Advanced Research Investment Solutions sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2022, closing a stake of 830 shares — an estimated $101K sold.

Advanced Research Investment Solutions first reported a position in XLV in Q3 2021 and held it in 4 quarters. The position peaked at $221K in Q1 2022. 1,606 funds tracked by Wall St. Rank hold XLV as of Q4 2022.

  • Advanced Research Investment Solutions reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 830 State Street Health Care Select Sector SPDR ETF shares in Q4 2022, an estimated $101K.
  • Advanced Research Investment Solutions first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2021 and held it in 4 quarters.
  • Advanced Research Investment Solutions's State Street Health Care Select Sector SPDR ETF position peaked at $221K in Q1 2022.
  • 1,606 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q4 2022, filed 10 Feb 2023.