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BFC
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
Shares
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
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1-Year Est. Return
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1-Year Est. Return
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$377B AUM
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1-Year Est. Return
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$374B AUM
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1-Year Est. Return
NAM
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$18.9B AUM
27.21%
1-Year Est. Return
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$164B AUM
33.91%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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