Arlington Financial Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Arlington Financial Advisors’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
2020 Q2	–	Sell	-4,707	Closed	-$417K	–	58
2020 Q1	$417K	Sell	4,707 -432	-8%	-$42K	0.3%	41
2019 Q4	$523K	Buy	+5,139	New	+$494K	0.29%	40

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

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

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

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Arlington Financial Advisors's XLV Position: Q2 2020 in Review

Arlington Financial Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2020, closing a stake of 4,707 shares — an estimated $417K sold.

Arlington Financial Advisors first reported a position in XLV in Q4 2019 and held it in 2 quarters. The position peaked at $523K in Q4 2019. 1,050 funds tracked by Wall St. Rank hold XLV as of Q2 2020.

Arlington Financial Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2020 after selling out during the quarter.
Arlington Financial Advisors sold 4,707 State Street Health Care Select Sector SPDR ETF shares in Q2 2020, an estimated $417K.
Arlington Financial Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and held it in 2 quarters.
Arlington Financial Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $523K in Q4 2019.
1,050 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2020.

Based on Arlington Financial Advisors's 13F filing for Q2 2020, filed 15 Jul 2020.