Buckley Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Buckley Wealth 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
2019 Q2	–	Sell	-5,500	Closed	-$505K	–	157
2019 Q1	$505K	Hold	5,500	–	–	0.24%	86
2018 Q4	$476K	Hold	5,500	–	–	0.25%	84
2018 Q3	$523K	Hold	5,500	–	–	0.23%	91
2018 Q2	$459K	Hold	5,500	–	–	0.22%	96
2018 Q1	$448K	Hold	5,500	–	–	0.22%	99
2017 Q4	$455K	Buy	+5,500	New	+$453K	0.23%	101

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Buckley Wealth Management's XLV Position: Q2 2019 in Review

Buckley Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2019, closing a stake of 5,500 shares — an estimated $505K sold.

Buckley Wealth Management first reported a position in XLV in Q4 2017 and held it in 6 quarters. The position peaked at $523K in Q3 2018. 888 funds tracked by Wall St. Rank hold XLV as of Q2 2019.

Buckley Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
Buckley Wealth Management sold 5,500 State Street Health Care Select Sector SPDR ETF shares in Q2 2019, an estimated $505K.
Buckley Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2017 and held it in 6 quarters.
Buckley Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $523K in Q3 2018.
888 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2019.

Based on Buckley Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.