Atwood & Palmer’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Atwood & Palmer’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
2023 Q3	–	Sell	-26	Closed	-$3.45K	–	435
2023 Q2	$3.45K	Hold	26	–	–	﹤0.01%	353
2023 Q1	$3.37K	Hold	26	–	–	﹤0.01%	335
2022 Q4	$3.53K	Hold	26	–	–	﹤0.01%	357
2022 Q3	$3K	Hold	26	–	–	﹤0.01%	354
2022 Q2	$3K	Hold	26	–	–	﹤0.01%	375
2022 Q1	$4K	Hold	26	–	–	﹤0.01%	410
2021 Q4	$4K	Buy	+26	New	+$3.45K	﹤0.01%	417
2014 Q4	–	Sell	-209	Closed	-$13K	–	407
2014 Q3	$13K	Hold	209	–	–	﹤0.01%	288
2014 Q2	$13K	Buy	+209	New	+$12.3K	﹤0.01%	258

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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Atwood & Palmer's XLV Position: Q3 2023 in Review

Atwood & Palmer sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2023, closing a stake of 26 shares — an estimated $3.45K sold.

Atwood & Palmer first reported a position in XLV in Q2 2014 and held it in 9 quarters. The position peaked at $13K in Q3 2014. 1,520 funds tracked by Wall St. Rank hold XLV as of Q3 2023.

Atwood & Palmer reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Atwood & Palmer sold 26 State Street Health Care Select Sector SPDR ETF shares in Q3 2023, an estimated $3.45K.
Atwood & Palmer first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2014 and held it in 9 quarters.
Atwood & Palmer's State Street Health Care Select Sector SPDR ETF position peaked at $13K in Q3 2014.
1,520 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2023.

Based on Atwood & Palmer's 13F filing for Q3 2023, filed 20 Oct 2023.