B. Riley Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

B. Riley Wealth Management’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
2022 Q2	$1.54K	Buy	12,012 +2,080	+21%	+$273K	﹤0.01%	252
2022 Q1	$1.36M	Buy	9,932 +849	+9%	+$112K	0.1%	183
2021 Q4	$1.36M	Buy	9,083 +1,446	+19%	+$192K	0.09%	191
2021 Q3	$972K	Sell	7,637 -115	-1%	-$15.2K	0.07%	229
2021 Q2	$976K	Sell	7,752 -235	-3%	-$28.8K	0.11%	167
2021 Q1	$932K	Sell	7,987 -3,194	-29%	-$369K	0.11%	160
2020 Q4	$1.36M	Sell	11,181 -2,122	-16%	-$232K	0.18%	118
2020 Q3	$1.48M	Buy	13,303 +3,651	+38%	+$384K	0.17%	113
2020 Q2	$966K	Sell	9,652 -4,641	-32%	-$458K	0.11%	163
2020 Q1	$1.27M	Buy	14,293 +2,287	+19%	+$222K	0.13%	150
2019 Q4	$1.22M	Sell	12,006 -83	-0.7%	-$7.98K	0.18%	120
2019 Q3	$1.09M	Buy	12,089 +733	+6%	+$66.9K	0.19%	122
2019 Q2	$1.05K	Sell	11,356 -2,540	-18%	-$228K	0.16%	126
2019 Q1	$1.27M	Buy	13,896 +177	+1%	+$16K	0.22%	104
2018 Q4	$1.19M	Buy	13,719 +7,382	+116%	+$668K	0.25%	95
2018 Q3	$603K	Buy	+6,337	New	+$572K	0.15%	133
2016 Q1	$655K	Sell	9,667 -2,906	-23%	-$195K	0.98%	29
2015 Q4	$905K	Buy	12,573 +505	+4%	+$35.7K	1.16%	20
2015 Q3	$799K	Sell	12,068 -109	-0.9%	-$7.97K	1.13%	17
2015 Q2	$906K	Sell	12,177 -10,142	-45%	-$752K	0.72%	24
2015 Q1	$1.62M	Buy	22,319 +11,509	+106%	+$821K	1.22%	7
2014 Q4	$739K	Buy	10,810 +6,981	+182%	+$467K	0.6%	33
2014 Q3	$244K	Sell	3,829 -2,662	-41%	-$167K	0.18%	156
2014 Q2	$394K	Sell	6,491 -1,542	-19%	-$90.6K	0.26%	102
2014 Q1	$470K	Buy	+8,033	New	+$463K	0.35%	62

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

B. Riley Wealth Management's XLV Position: Q2 2022 in Review

B. Riley Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 21% in Q2 2022, buying an estimated $273K and bringing the position to 12,012 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

B. Riley Wealth Management first reported a position in XLV in Q1 2014 and has held it in 25 quarters since. The position peaked at $1.62M in Q1 2015. 1,463 funds tracked by Wall St. Rank hold XLV as of Q2 2022.

B. Riley Wealth Management held 12,012 shares of State Street Health Care Select Sector SPDR ETF worth $1.54K as of Q2 2022.
B. Riley Wealth Management bought 2,080 State Street Health Care Select Sector SPDR ETF shares in Q2 2022, an estimated $273K.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #252 holding.
B. Riley Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2014 and has held it in 25 quarters since.
B. Riley Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.62M in Q1 2015.
1,463 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.