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

Clarfeld 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
2018 Q4	$51K	Buy	+590	New	+$53.4K	0.04%	96

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Clarfeld Financial Advisors's XLV Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2018: 590 shares worth $51K. The stake represents 0.04% of the portfolio and ranks #96 among its holdings.

883 funds tracked by Wall St. Rank hold XLV as of Q4 2018.

Clarfeld Financial Advisors held 590 shares of State Street Health Care Select Sector SPDR ETF worth $51K as of Q4 2018.
State Street Health Care Select Sector SPDR ETF was a new Clarfeld Financial Advisors position in Q4 2018.
State Street Health Care Select Sector SPDR ETF made up 0.04% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #96 holding.
883 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.