Charles D. Hyman’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Charles D. Hyman’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	$559K	Hold	3,837	–	–	0.03%	156
2024 Q1	$567K	Hold	3,837	–	–	0.03%	160
2023 Q4	$523K	Hold	3,837	–	–	0.03%	160
2023 Q3	$494K	Hold	3,837	–	–	0.03%	159
2023 Q2	$509K	Hold	3,837	–	–	0.03%	161
2023 Q1	$497K	Hold	3,837	–	–	0.03%	160
2022 Q4	$521K	Hold	3,837	–	–	0.04%	152
2022 Q3	$465K	Buy	3,837 +1,222	+47%	+$157K	0.04%	151
2022 Q2	$335K	Hold	2,615	–	–	0.02%	182
2022 Q1	$358K	Hold	2,615	–	–	0.02%	191
2021 Q4	$368K	Hold	2,615	–	–	0.02%	191
2021 Q3	$333K	Hold	2,615	–	–	0.02%	192
2021 Q2	$329K	Hold	2,615	–	–	0.02%	194
2021 Q1	$305K	Hold	2,615	–	–	0.02%	195
2020 Q4	$297K	Buy	2,615 +213	+9%	+$23.3K	0.02%	197
2020 Q3	$253K	Sell	2,402 -561	-19%	-$59K	0.02%	199
2020 Q2	$297K	Hold	2,963	–	–	0.03%	178
2020 Q1	$262K	Hold	2,963	–	–	0.03%	156
2019 Q4	$302K	Buy	+2,963	New	+$285K	0.03%	170

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

Charles D. Hyman's XLV Position: Q2 2024 in Review

Charles D. Hyman held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2024 at 3,837 shares worth $559K. The position accounts for 0.03% of the portfolio, ranked #156.

Charles D. Hyman first reported a position in XLV in Q4 2019 and has held it in 19 quarters since. The position peaked at $567K in Q1 2024. 1,663 funds tracked by Wall St. Rank hold XLV as of Q2 2024.

Charles D. Hyman held 3,837 shares of State Street Health Care Select Sector SPDR ETF worth $559K as of Q2 2024.
Charles D. Hyman left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2024.
State Street Health Care Select Sector SPDR ETF made up 0.03% of Charles D. Hyman's portfolio in Q2 2024, its #156 holding.
Charles D. Hyman first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 19 quarters since.
Charles D. Hyman's State Street Health Care Select Sector SPDR ETF position peaked at $567K in Q1 2024.
1,663 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.