Bedel Financial Consulting’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bedel Financial Consulting’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	–	Sell	-879	Closed	-$120K	–	940
2022 Q1	$120K	Sell	879 -34	-4%	-$4.5K	0.04%	246
2021 Q4	$129K	Sell	913 -16	-2%	-$2.13K	0.04%	241
2021 Q3	$118K	Buy	929 +50	+6%	+$6.61K	0.04%	243
2021 Q2	$111K	Hold	879	–	–	0.04%	251
2021 Q1	$103K	Hold	879	–	–	0.04%	253
2020 Q4	$100K	Hold	879	–	–	0.04%	225
2020 Q3	$93K	Hold	879	–	–	0.05%	217
2020 Q2	$88K	Hold	879	–	–	0.05%	209
2020 Q1	$78K	Hold	879	–	–	0.05%	212
2019 Q4	$90K	Hold	879	–	–	0.05%	223
2019 Q3	$79K	Hold	879	–	–	0.05%	229
2019 Q2	$81K	Hold	879	–	–	0.05%	225
2019 Q1	$81K	Hold	879	–	–	0.05%	214
2018 Q4	$76K	Hold	879	–	–	0.05%	208
2018 Q3	$81K	Hold	879	–	–	0.05%	213
2018 Q2	$73K	Hold	879	–	–	0.05%	226
2018 Q1	$72K	Buy	+879	New	+$74.9K	0.05%	231

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Bedel Financial Consulting's XLV Position: Q2 2022 in Review

Bedel Financial Consulting sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2022, closing a stake of 879 shares — an estimated $120K sold.

Bedel Financial Consulting first reported a position in XLV in Q1 2018 and held it in 17 quarters. The position peaked at $129K in Q4 2021. 1,464 funds tracked by Wall St. Rank hold XLV as of Q2 2022.

Bedel Financial Consulting reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 879 State Street Health Care Select Sector SPDR ETF shares in Q2 2022, an estimated $120K.
Bedel Financial Consulting first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's State Street Health Care Select Sector SPDR ETF position peaked at $129K in Q4 2021.
1,464 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.