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

Altium 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 Q2	$497K	Sell	3,875 -1,157	-23%	-$152K	0.04%	240
2022 Q1	$689K	Sell	5,032 -1,487	-23%	-$197K	0.04%	208
2021 Q4	$918K	Buy	6,519 +24	+0.4%	+$3.19K	0.06%	160
2021 Q3	$827K	Sell	6,495 -57	-0.9%	-$7.53K	0.06%	155
2021 Q2	$825K	Hold	6,552	–	–	0.06%	153
2021 Q1	$765K	Buy	6,552 +4,434	+209%	+$512K	0.06%	150
2020 Q4	$240K	Buy	+2,118	New	+$231K	0.02%	315
2020 Q1	–	Sell	-18,267	Closed	-$1.86M	–	369
2019 Q4	$1.86M	Sell	18,267 -17	-0.1%	-$1.64K	0.22%	60
2019 Q3	$1.65M	Buy	18,284 +54	+0.3%	+$4.93K	0.22%	59
2019 Q2	$1.69M	Buy	+18,230	New	+$1.64M	0.24%	54

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

Altium Wealth Management's XLV Position: Q2 2022 in Review

Altium Wealth Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 23% in Q2 2022, selling an estimated $152K and leaving 3,875 shares worth $497K. The position accounts for 0.04% of the portfolio, ranked #240.

Altium Wealth Management first reported a position in XLV in Q2 2019 and has held it in 10 quarters since. The position peaked at $1.86M in Q4 2019. 1,463 funds tracked by Wall St. Rank hold XLV as of Q2 2022.

Altium Wealth Management held 3,875 shares of State Street Health Care Select Sector SPDR ETF worth $497K as of Q2 2022.
Altium Wealth Management sold 1,157 State Street Health Care Select Sector SPDR ETF shares in Q2 2022, an estimated $152K.
State Street Health Care Select Sector SPDR ETF made up 0.04% of Altium Wealth Management's portfolio in Q2 2022, its #240 holding.
Altium Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2019 and has held it in 10 quarters since.
Altium Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.86M in Q4 2019.
1,463 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.