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

BCGM 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
2023 Q4	–	Sell	-2,351	Closed	-$303K	–	137
2023 Q3	$303K	Buy	2,351 +710	+43%	+$94.3K	0.14%	94
2023 Q2	$218K	Sell	1,641 -13,986	-89%	-$1.84M	0.1%	114
2023 Q1	$2.02M	Sell	15,627 -260	-2%	-$34K	1.02%	30
2022 Q4	$2.16M	Buy	15,887 +682	+4%	+$90.4K	1.05%	25
2022 Q3	$1.99M	Buy	+15,205	New	+$1.96M	0.99%	29

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BCGM Wealth Management's XLV Position: Q4 2023 in Review

BCGM Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2023, closing a stake of 2,351 shares — an estimated $303K sold.

BCGM Wealth Management first reported a position in XLV in Q3 2022 and held it in 5 quarters. The position peaked at $2.16M in Q4 2022. 1,645 funds tracked by Wall St. Rank hold XLV as of Q4 2023.

BCGM Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2023 after selling out during the quarter.
BCGM Wealth Management sold 2,351 State Street Health Care Select Sector SPDR ETF shares in Q4 2023, an estimated $303K.
BCGM Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2022 and held it in 5 quarters.
BCGM Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $2.16M in Q4 2022.
1,645 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2023.

Based on BCGM Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.