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Bellwether Investment Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bellwether Investment Group’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
2017
Q1 		– Sell
-44
Closed -$3K – 959
2016
Q4 		$3K Buy
+44
New +$3.06K ﹤0.01% 873
2016
Q2 		$49K Buy
+689
New +$48.5K 0.05% 245

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SGI
Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bellwether Investment Group's XLV Position: Q1 2017 in Review

Bellwether Investment Group sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2017, closing a stake of 44 shares — an estimated $3K sold.

Bellwether Investment Group first reported a position in XLV in Q2 2016 and held it in 2 quarters. The position peaked at $49K in Q2 2016. 660 funds tracked by Wall St. Rank hold XLV as of Q1 2017.

  • Bellwether Investment Group reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 44 State Street Health Care Select Sector SPDR ETF shares in Q1 2017, an estimated $3K.
  • Bellwether Investment Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's State Street Health Care Select Sector SPDR ETF position peaked at $49K in Q2 2016.
  • 660 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.