Buckingham Strategic Wealth’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Buckingham Strategic Wealth’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 Q2	$673K	Sell	4,620 -376	-8%	-$53.9K	0.01%	409
2024 Q1	$738K	Sell	4,996 -739	-13%	-$106K	0.01%	390
2023 Q4	$782K	Buy	5,735 +1,491	+35%	+$194K	0.01%	361
2023 Q3	$546K	Sell	4,244 -167	-4%	-$22.2K	0.01%	404
2023 Q2	$585K	Sell	4,411 -202	-4%	-$26.6K	0.01%	390
2023 Q1	$627K	Hold	4,613	–	–	0.01%	335
2022 Q4	$627K	Buy	4,613 +110	+2%	+$14.6K	0.01%	337
2022 Q3	$545K	Sell	4,503 -149	-3%	-$19.2K	0.01%	348
2022 Q2	$597K	Buy	4,652 +1,013	+28%	+$133K	0.01%	332
2022 Q1	$499K	Buy	3,639 +98	+3%	+$13K	0.01%	370
2021 Q4	$499K	Buy	3,541 +25	+0.7%	+$3.32K	0.01%	367
2021 Q3	$448K	Buy	3,516 +140	+4%	+$18.5K	0.01%	376
2021 Q2	$425K	Buy	3,376 +131	+4%	+$16.1K	0.01%	395
2021 Q1	$379K	Sell	3,245 -190	-6%	-$21.9K	0.02%	389
2020 Q4	$390K	Sell	3,435 -430	-11%	-$46.9K	0.02%	367
2020 Q3	$408K	Sell	3,865 -525	-12%	-$55.3K	0.03%	294
2020 Q2	$439K	Sell	4,390 -917	-17%	-$90.5K	0.04%	240
2020 Q1	$470K	Buy	5,307 +533	+11%	+$51.8K	0.05%	261
2019 Q4	$486K	Sell	4,774 -391	-8%	-$37.6K	0.05%	252
2019 Q3	$465K	Sell	5,165 -928	-15%	-$84.7K	0.05%	241
2019 Q2	$564K	Buy	6,093 +627	+11%	+$56.4K	0.06%	225
2019 Q1	$501K	Buy	5,466 +104	+2%	+$9.38K	0.06%	225
2018 Q4	$464K	Buy	5,362 +149	+3%	+$13.5K	0.07%	194
2018 Q3	$496K	Sell	5,213 -367	-7%	-$33.2K	0.08%	192
2018 Q2	$466K	Sell	5,580 -1,413	-20%	-$117K	0.08%	191
2018 Q1	$569K	Buy	6,993 +5	+0.1%	+$426	0.11%	156
2017 Q4	$578K	Sell	6,988 -131	-2%	-$10.8K	0.12%	152
2017 Q3	$582K	Sell	7,119 -219	-3%	-$17.6K	0.14%	134
2017 Q2	$581K	Buy	+7,338	New	+$559K	0.14%	144

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Buckingham Strategic Wealth's XLV Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 7.5% in Q2 2024, selling an estimated $53.9K and leaving 4,620 shares worth $673K. The position accounts for 0.01% of the portfolio, ranked #409.

Buckingham Strategic Wealth first reported a position in XLV in Q2 2017 and has held it in 29 quarters since. The position peaked at $782K in Q4 2023. 1,663 funds tracked by Wall St. Rank hold XLV as of Q2 2024.

Buckingham Strategic Wealth held 4,620 shares of State Street Health Care Select Sector SPDR ETF worth $673K as of Q2 2024.
Buckingham Strategic Wealth sold 376 State Street Health Care Select Sector SPDR ETF shares in Q2 2024, an estimated $53.9K.
State Street Health Care Select Sector SPDR ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #409 holding.
Buckingham Strategic Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2017 and has held it in 29 quarters since.
Buckingham Strategic Wealth's State Street Health Care Select Sector SPDR ETF position peaked at $782K in Q4 2023.
1,663 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.