Alaethes Wealth’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Alaethes Wealth’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 Q2	–	Sell	-1,293	Closed	-$177K	–	299
2022 Q1	$177K	Hold	1,293	–	–	0.11%	104
2021 Q4	$182K	Hold	1,293	–	–	0.11%	99
2021 Q3	$165K	Hold	1,293	–	–	0.12%	97
2021 Q2	$163K	Buy	+1,293	New	+$158K	0.13%	94

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

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

RJA

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

Alaethes Wealth's XLV Position: Q2 2022 in Review

Alaethes Wealth sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2022, closing a stake of 1,293 shares — an estimated $177K sold.

Alaethes Wealth first reported a position in XLV in Q2 2021 and held it in 4 quarters. The position peaked at $182K in Q4 2021. 1,463 funds tracked by Wall St. Rank hold XLV as of Q2 2022.

Alaethes Wealth reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Alaethes Wealth sold 1,293 State Street Health Care Select Sector SPDR ETF shares in Q2 2022, an estimated $177K.
Alaethes Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2021 and held it in 4 quarters.
Alaethes Wealth's State Street Health Care Select Sector SPDR ETF position peaked at $182K in Q4 2021.
1,463 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2022.

Based on Alaethes Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.