BTG Pactual Global Asset Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

BTG Pactual Global Asset Management’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
2024 Q1	$2.43M	Buy	+16,422	New	+$2.36M	0.4%	73
2020 Q3	–	Sell	-52,760	Closed	-$5.28M	–	180
2020 Q2	$5.28M	Buy	+52,760	New	+$5.21M	0.73%	44

Other funds holding XLV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NAM

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BTG Pactual Global Asset Management's XLV Position: Q1 2024 in Review

BTG Pactual Global Asset Management opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2024: 16,422 shares worth $2.43M. The stake represents 0.4% of the portfolio and ranks #73 among its holdings. This is a return to the name: BTG Pactual Global Asset Management previously reported a position in XLV as recently as Q2 2020.

BTG Pactual Global Asset Management first reported a position in XLV in Q2 2020 and has held it in 2 quarters since. The position peaked at $5.28M in Q2 2020. 1,667 funds tracked by Wall St. Rank hold XLV as of Q1 2024.

BTG Pactual Global Asset Management held 16,422 shares of State Street Health Care Select Sector SPDR ETF worth $2.43M as of Q1 2024.
State Street Health Care Select Sector SPDR ETF was a new BTG Pactual Global Asset Management position in Q1 2024.
State Street Health Care Select Sector SPDR ETF made up 0.4% of BTG Pactual Global Asset Management's portfolio in Q1 2024, its #73 holding.
BTG Pactual Global Asset Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2020 and has held it in 2 quarters since.
BTG Pactual Global Asset Management's State Street Health Care Select Sector SPDR ETF position peaked at $5.28M in Q2 2020.
1,667 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2024.

Based on BTG Pactual Global Asset Management's 13F filing for Q1 2024, filed 15 May 2024.