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AG
Advisor Group’s
State Street Health Care Select Sector SPDR ETF
XLV
Stock Holding History
Advisor Group’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
2019
Q4
$21M
Buy
205,978
+17,662
+9%
+$1.7M
0.15%
129
2019
Q3
$17M
Sell
188,316
-10,980
-6%
-$1M
0.13%
148
2019
Q2
$18.5M
Sell
199,296
-11,437
-5%
-$1.03M
0.14%
125
2019
Q1
$19.3M
Buy
210,733
+42,020
+25%
+$3.79M
0.16%
113
2018
Q4
$14.6M
Buy
168,713
+30,243
+22%
+$2.74M
0.14%
123
2018
Q3
$13.2M
Buy
138,470
+19,536
+16%
+$1.76M
0.13%
137
2018
Q2
$9.93M
Sell
118,934
-5,091
-4%
-$422K
0.14%
143
2018
Q1
$10.1M
Sell
124,025
-21,119
-15%
-$1.8M
0.14%
140
2017
Q4
$12M
Buy
145,144
+4,089
+3%
+$337K
0.16%
120
2017
Q3
$11.5M
Buy
141,055
+16,727
+13%
+$1.34M
0.18%
112
2017
Q2
$9.85M
Buy
124,328
+4,220
+4%
+$322K
0.17%
120
2017
Q1
$8.93M
Buy
120,108
+8,965
+8%
+$653K
0.18%
126
2016
Q4
$7.66M
Sell
111,143
-29,634
-21%
-$2.06M
0.17%
126
2016
Q3
$10.2M
Sell
140,777
-9,730
-6%
-$716K
0.24%
90
2016
Q2
$10.8M
Buy
+150,507
New
+$10.6M
0.28%
75
Other funds holding XLV
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Two Sigma Advisers
New York
$51.4B AUM
31.07%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto, Ontario, Canada
$60.6B AUM
31.35%
1-Year Est. Return
N
Natixis
Paris, France
$25B AUM
26.79%
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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