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

Alera 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
2019
Q2 		– Sell
-616
Closed -$57K – 1036
2019
Q1 		$57K Buy
+616
New +$55.5K 0.03% 151

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Alera Investment Advisors's XLV Position: Q2 2019 in Review

Alera Investment Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2019, closing a stake of 616 shares — an estimated $57K sold.

Alera Investment Advisors first reported a position in XLV in Q1 2019 and held it in 1 quarter. The position peaked at $57K in Q1 2019. 888 funds tracked by Wall St. Rank hold XLV as of Q2 2019.

  • Alera Investment Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 616 State Street Health Care Select Sector SPDR ETF shares in Q2 2019, an estimated $57K.
  • Alera Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2019 and held it in 1 quarter.
  • Alera Investment Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $57K in Q1 2019.
  • 888 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.