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

Align Wealth Management’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	$6.54K	Buy	+54	New	+$7.16K	0.01%	153

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Align Wealth Management's XLV Position: Q4 2022 in Review

Align Wealth Management opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2022: 54 shares worth $6.54K. The stake represents 0.01% of the portfolio and ranks #153 among its holdings.

1,607 funds tracked by Wall St. Rank hold XLV as of Q4 2022.

Align Wealth Management held 54 shares of State Street Health Care Select Sector SPDR ETF worth $6.54K as of Q4 2022.
State Street Health Care Select Sector SPDR ETF was a new Align Wealth Management position in Q4 2022.
State Street Health Care Select Sector SPDR ETF made up 0.01% of Align Wealth Management's portfolio in Q4 2022, its #153 holding.
1,607 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.