Clean Yield Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Clean Yield Group’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
2022 Q2	–	Sell	-225	Closed	-$31K	–	482
2022 Q1	$31K	Hold	225	–	–	0.01%	284
2021 Q4	$32K	Hold	225	–	–	0.01%	292
2021 Q3	$29K	Hold	225	–	–	0.01%	301
2021 Q2	$28K	Buy	+225	New	+$27.6K	0.01%	299
2021 Q1	–	Sell	-225	Closed	-$26K	–	392
2020 Q4	$26K	Buy	+225	New	+$24.6K	0.01%	293

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Clean Yield Group's XLV Position: Q2 2022 in Review

Clean Yield Group sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2022, closing a stake of 225 shares — an estimated $31K sold.

Clean Yield Group first reported a position in XLV in Q4 2020 and held it in 5 quarters. The position peaked at $32K in Q4 2021. 1,463 funds tracked by Wall St. Rank hold XLV as of Q2 2022.

Clean Yield Group reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Clean Yield Group sold 225 State Street Health Care Select Sector SPDR ETF shares in Q2 2022, an estimated $31K.
Clean Yield Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and held it in 5 quarters.
Clean Yield Group's State Street Health Care Select Sector SPDR ETF position peaked at $32K in Q4 2021.
1,463 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2022.

Based on Clean Yield Group's 13F filing for Q2 2022, filed 18 Jul 2022.