Anderson Hoagland & Co’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Anderson Hoagland & Co’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
2024 Q1	–	Sell	-16,175	Closed	-$2.26M	–	136
2023 Q4	$2.26M	Sell	16,175 -394	-2%	-$51.3K	0.28%	86
2023 Q3	$2.13M	Sell	16,569 -2,393	-13%	-$318K	0.29%	83
2023 Q2	$2.52M	Buy	18,962 +2,443	+15%	+$322K	0.32%	80
2023 Q1	$2.14M	Buy	16,519 +1,375	+9%	+$180K	0.31%	83
2022 Q4	$2.02M	Buy	15,144 +6,495	+75%	+$861K	0.29%	82
2022 Q3	$1.05M	Buy	8,649 +1,417	+20%	+$183K	0.17%	93
2022 Q2	$943K	Buy	+7,232	New	+$948K	0.14%	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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Anderson Hoagland & Co's XLV Position: Q1 2024 in Review

Anderson Hoagland & Co sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2024, closing a stake of 16,175 shares — an estimated $2.26M sold.

Anderson Hoagland & Co first reported a position in XLV in Q2 2022 and held it in 7 quarters. The position peaked at $2.52M in Q2 2023. 1,666 funds tracked by Wall St. Rank hold XLV as of Q1 2024.

Anderson Hoagland & Co reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Anderson Hoagland & Co sold 16,175 State Street Health Care Select Sector SPDR ETF shares in Q1 2024, an estimated $2.26M.
Anderson Hoagland & Co first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2022 and held it in 7 quarters.
Anderson Hoagland & Co's State Street Health Care Select Sector SPDR ETF position peaked at $2.52M in Q2 2023.
1,666 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2024.

Based on Anderson Hoagland & Co's 13F filing for Q1 2024, filed 12 Apr 2024.