Bel Air Investment Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bel Air Investment Advisors’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
2021 Q2	$1.04M	Buy	8,255 +1,540	+23%	+$189K	0.03%	181
2021 Q1	$784K	Buy	+6,715	New	+$775K	0.02%	213

Other funds holding XLV

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NAM

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

Bel Air Investment Advisors's XLV Position: Q2 2021 in Review

Bel Air Investment Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 23% in Q2 2021, buying an estimated $189K and bringing the position to 8,255 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #181.

Bel Air Investment Advisors first reported a position in XLV in Q1 2021 and has held it in 2 quarters since. 1,202 funds tracked by Wall St. Rank hold XLV as of Q2 2021.

Bel Air Investment Advisors held 8,255 shares of State Street Health Care Select Sector SPDR ETF worth $1.04M as of Q2 2021.
Bel Air Investment Advisors bought 1,540 State Street Health Care Select Sector SPDR ETF shares in Q2 2021, an estimated $189K.
State Street Health Care Select Sector SPDR ETF made up 0.03% of Bel Air Investment Advisors's portfolio in Q2 2021, its #181 holding.
Bel Air Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2021 and has held it in 2 quarters since.
1,202 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.