Aris Wealth Services’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Aris Wealth Services’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
2015 Q3	–	Sell	-2,910	Closed	-$216K	–	504
2015 Q2	$216K	Buy	2,910 +332	+13%	+$24.6K	0.2%	98
2015 Q1	$187K	Sell	2,578 -371	-13%	-$26.5K	0.17%	101
2014 Q4	$202K	Sell	2,949 -1,810	-38%	-$121K	0.22%	104
2014 Q3	$304K	Sell	4,759 -877	-16%	-$54.9K	0.38%	83
2014 Q2	$343K	Buy	+5,636	New	+$331K	0.45%	78

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Aris Wealth Services's XLV Position: Q3 2015 in Review

Aris Wealth Services sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2015, closing a stake of 2,910 shares — an estimated $216K sold.

Aris Wealth Services first reported a position in XLV in Q2 2014 and held it in 5 quarters. The position peaked at $343K in Q2 2014. 504 funds tracked by Wall St. Rank hold XLV as of Q3 2015.

Aris Wealth Services reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2015 after selling out during the quarter.
Aris Wealth Services sold 2,910 State Street Health Care Select Sector SPDR ETF shares in Q3 2015, an estimated $216K.
Aris Wealth Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2014 and held it in 5 quarters.
Aris Wealth Services's State Street Health Care Select Sector SPDR ETF position peaked at $343K in Q2 2014.
504 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.