Bank Pictet & Cie (Europe)’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bank Pictet & Cie (Europe)’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
2024 Q4	–	Sell	-2,030	Closed	-$313K	–	172
2024 Q3	$313K	Hold	2,030	–	–	0.01%	133
2024 Q2	$296K	Hold	2,030	–	–	0.01%	135
2024 Q1	$300K	Buy	+2,030	New	+$291K	0.01%	149
2017 Q2	–	Sell	-7,450	Closed	-$554K	–	184
2017 Q1	$554K	Buy	7,450 +3,803	+104%	+$277K	0.08%	135
2016 Q4	$251K	Buy	+3,647	New	+$253K	0.04%	148
2016 Q3	–	Sell	-3,200	Closed	-$230K	–	153
2016 Q2	$230K	Hold	3,200	–	–	0.05%	140
2016 Q1	$217K	Sell	3,200 -315	-9%	-$21.1K	0.04%	146
2015 Q4	$253K	Sell	3,515 -1,250	-26%	-$88.3K	0.05%	146
2015 Q3	$316K	Buy	+4,765	New	+$348K	0.07%	132
2015 Q2	–	Sell	-5,531	Closed	-$401K	–	161
2015 Q1	$401K	Sell	5,531 -470	-8%	-$33.5K	0.1%	137
2014 Q4	$410K	Sell	6,001 -394	-6%	-$26.4K	0.1%	129
2014 Q3	$409K	Buy	+6,395	New	+$400K	0.11%	120

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

NAM

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

Bank Pictet & Cie (Europe)'s XLV Position: Q4 2024 in Review

Bank Pictet & Cie (Europe) sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2024, closing a stake of 2,030 shares — an estimated $313K sold.

Bank Pictet & Cie (Europe) first reported a position in XLV in Q3 2014 and held it in 12 quarters. The position peaked at $554K in Q1 2017. 1,762 funds tracked by Wall St. Rank hold XLV as of Q4 2024.

Bank Pictet & Cie (Europe) reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2024 after selling out during the quarter.
Bank Pictet & Cie (Europe) sold 2,030 State Street Health Care Select Sector SPDR ETF shares in Q4 2024, an estimated $313K.
Bank Pictet & Cie (Europe) first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2014 and held it in 12 quarters.
Bank Pictet & Cie (Europe)'s State Street Health Care Select Sector SPDR ETF position peaked at $554K in Q1 2017.
1,762 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2024.

Based on Bank Pictet & Cie (Europe)'s 13F filing for Q4 2024, filed 30 Jan 2025.