Beirne Wealth Consulting Services’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Beirne Wealth Consulting Services’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 Q1	–	Sell	-2,325	Closed	-$328K	–	110
2021 Q4	$328K	Hold	2,325	–	–	0.18%	71
2021 Q3	$295K	Buy	2,325 +325	+16%	+$43K	0.17%	75
2021 Q2	$252K	Hold	2,000	–	–	0.14%	87
2021 Q1	$233K	Sell	2,000 -804	-29%	-$92.8K	0.14%	83
2020 Q4	$318K	Sell	2,804 -443	-14%	-$48.4K	0.16%	100
2020 Q3	$342K	Buy	3,247 +931	+40%	+$98K	0.2%	86
2020 Q2	$232K	Buy	+2,316	New	+$229K	0.19%	66
2019 Q2	–	Sell	-2,754	Closed	-$253K	–	189
2019 Q1	$253K	Sell	2,754 -1,141	-29%	-$103K	0.2%	151
2018 Q4	$337K	Buy	+3,895	New	+$353K	0.29%	110

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 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

Beirne Wealth Consulting Services's XLV Position: Q1 2022 in Review

Beirne Wealth Consulting Services sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2022, closing a stake of 2,325 shares — an estimated $328K sold.

Beirne Wealth Consulting Services first reported a position in XLV in Q4 2018 and held it in 9 quarters. The position peaked at $342K in Q3 2020. 1,438 funds tracked by Wall St. Rank hold XLV as of Q1 2022.

Beirne Wealth Consulting Services reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Beirne Wealth Consulting Services sold 2,325 State Street Health Care Select Sector SPDR ETF shares in Q1 2022, an estimated $328K.
Beirne Wealth Consulting Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2018 and held it in 9 quarters.
Beirne Wealth Consulting Services's State Street Health Care Select Sector SPDR ETF position peaked at $342K in Q3 2020.
1,438 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2022.

Based on Beirne Wealth Consulting Services's 13F filing for Q1 2022, filed 10 May 2022.