CFA
XLV icon

Cahill Financial Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Cahill Financial 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
Q4 		– Sell
-110
Closed -$14K – 803
2021
Q3 		$14K Buy
+110
New +$14.5K ﹤0.01% 510

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Cahill Financial Advisors's XLV Position: Q4 2021 in Review

Cahill Financial Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2021, closing a stake of 110 shares — an estimated $14K sold.

Cahill Financial Advisors first reported a position in XLV in Q3 2021 and held it in 1 quarter. The position peaked at $14K in Q3 2021. 1,444 funds tracked by Wall St. Rank hold XLV as of Q4 2021.

  • Cahill Financial Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 110 State Street Health Care Select Sector SPDR ETF shares in Q4 2021, an estimated $14K.
  • Cahill Financial Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $14K in Q3 2021.
  • 1,444 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.