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

Altavista 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
2021 Q4	$482K	Hold	3,418	–	–	0.1%	126
2021 Q3	$435K	Sell	3,418 -87	-2%	-$11.5K	0.1%	124
2021 Q2	$441K	Hold	3,505	–	–	0.1%	128
2021 Q1	$409K	Hold	3,505	–	–	0.1%	124
2020 Q4	$398K	Sell	3,505 -205	-6%	-$22.4K	0.1%	125
2020 Q3	$391K	Hold	3,710	–	–	0.11%	118
2020 Q2	$371K	Hold	3,710	–	–	0.11%	118
2020 Q1	$329K	Sell	3,710 -122	-3%	-$11.9K	0.11%	120
2019 Q4	$390K	Hold	3,832	–	–	0.12%	121
2019 Q3	$345K	Buy	3,832 +1,085	+39%	+$99.1K	0.11%	124
2019 Q2	$254K	Sell	2,747 -600	-18%	-$53.9K	0.08%	139
2019 Q1	$307K	Buy	3,347 +600	+22%	+$54.1K	0.11%	120
2018 Q4	$238K	Buy	2,747 +550	+25%	+$49.8K	0.1%	135
2018 Q3	$209K	Sell	2,197 -257	-10%	-$23.2K	0.08%	148
2018 Q2	$205K	Buy	+2,454	New	+$203K	0.08%	140

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

Barclays London, United Kingdom $416B AUM 33.63% 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

NAM

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Altavista Wealth Management's XLV Position: Q4 2021 in Review

Altavista Wealth Management held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q4 2021 at 3,418 shares worth $482K. The position accounts for 0.1% of the portfolio, ranked #126.

Altavista Wealth Management first reported a position in XLV in Q2 2018 and has held it in 15 quarters since. 1,445 funds tracked by Wall St. Rank hold XLV as of Q4 2021.

Altavista Wealth Management held 3,418 shares of State Street Health Care Select Sector SPDR ETF worth $482K as of Q4 2021.
Altavista Wealth Management left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q4 2021.
State Street Health Care Select Sector SPDR ETF made up 0.1% of Altavista Wealth Management's portfolio in Q4 2021, its #126 holding.
Altavista Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2018 and has held it in 15 quarters since.
1,445 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.