Artemis Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Artemis Wealth 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
2021 Q2	–	Sell	-26	Closed	-$3.02K	–	88
2021 Q1	$3.02K	Sell	26 -7,334	-100%	-$847K	﹤0.01%	73
2020 Q4	$835K	Buy	7,360 +30	+0.4%	+$3.27K	0.13%	21
2020 Q3	$773K	Buy	7,330 +30	+0.4%	+$3.16K	0.19%	19
2020 Q2	$731K	Hold	7,300	–	–	0.25%	8
2020 Q1	$647K	Hold	7,300	–	–	0.28%	8
2019 Q4	$744K	Buy	+7,300	New	+$702K	0.27%	7
2018 Q2	–	Sell	-11,270	Closed	-$917K	–	32
2018 Q1	$917K	Hold	11,270	–	–	0.71%	4
2017 Q4	$932K	Hold	11,270	–	–	0.79%	3
2017 Q3	$921K	Hold	11,270	–	–	0.81%	3
2017 Q2	$893K	Sell	11,270 -4,300	-28%	-$328K	0.83%	3
2017 Q1	$1.16M	Buy	+15,570	New	+$1.13M	0.94%	4

Other funds holding XLV

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

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

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

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

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

NAM

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

Artemis Wealth Advisors's XLV Position: Q2 2021 in Review

Artemis Wealth Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2021, closing a stake of 26 shares — an estimated $3.02K sold.

Artemis Wealth Advisors first reported a position in XLV in Q1 2017 and held it in 11 quarters. The position peaked at $1.16M in Q1 2017. 1,202 funds tracked by Wall St. Rank hold XLV as of Q2 2021.

Artemis Wealth Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2021 after selling out during the quarter.
Artemis Wealth Advisors sold 26 State Street Health Care Select Sector SPDR ETF shares in Q2 2021, an estimated $3.02K.
Artemis Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2017 and held it in 11 quarters.
Artemis Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $1.16M in Q1 2017.
1,202 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2021.

Based on Artemis Wealth Advisors's 13F filing for Q2 2021, filed 17 Feb 2023.