Carmichael Hill & Associates’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Carmichael Hill & Associates’s Portfolio XLV Stock Details XLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Hold	–	–	–	378
2024 Q2	–	Hold	–	–	–	363
2024 Q1	–	Hold	–	–	–	363
2023 Q4	–	Hold	–	–	–	378
2023 Q3	–	Hold	–	–	–	371

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Carmichael Hill & Associates's XLV Position: Q3 2024 in Review

Carmichael Hill & Associates increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 38% in Q3 2024, buying an estimated $77.5K and bringing the position to 1,858 shares worth $286K. The position accounts for 0.1% of the portfolio, ranked #153.

Carmichael Hill & Associates first reported a position in XLV in Q4 2019 and has held it in 20 quarters since. 1,728 funds tracked by Wall St. Rank hold XLV as of Q3 2024.

Carmichael Hill & Associates held 1,858 shares of State Street Health Care Select Sector SPDR ETF worth $286K as of Q3 2024.
Carmichael Hill & Associates bought 511 State Street Health Care Select Sector SPDR ETF shares in Q3 2024, an estimated $77.5K.
State Street Health Care Select Sector SPDR ETF made up 0.1% of Carmichael Hill & Associates's portfolio in Q3 2024, its #153 holding.
Carmichael Hill & Associates first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 20 quarters since.
1,728 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.