Clear Perspective Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Clear Perspective 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	$2.17M	Buy	15,438 +13,219	+596%	+$1.76M	0.66%	27
2021 Q3	$282K	Buy	+2,219	New	+$293K	0.1%	132
2021 Q1	–	Sell	-2,569	Closed	-$291K	–	164
2020 Q4	$291K	Sell	2,569 -5,053	-66%	-$552K	0.12%	116
2020 Q3	$210	Buy	7,622 +4,710	+162%	+$496K	0.1%	129
2020 Q2	$291K	Buy	2,912 +373	+15%	+$36.8K	0.16%	98
2020 Q1	$225K	Sell	2,539 -330	-12%	-$32.1K	0.15%	103
2019 Q4	$292K	Buy	2,869 +150	+6%	+$14.4K	0.18%	110
2019 Q3	$245K	Hold	2,719	–	–	0.11%	123
2019 Q2	$252K	Sell	2,719 -200	-7%	-$18K	0.16%	121
2019 Q1	$268K	Buy	2,919 +55	+2%	+$4.96K	0.19%	119
2018 Q4	$248K	Buy	2,864 +335	+13%	+$30.3K	0.21%	116
2018 Q3	$241K	Sell	2,529 -50	-2%	-$4.52K	0.18%	129
2018 Q2	$215K	Hold	2,579	–	–	0.15%	136
2018 Q1	$210K	Sell	2,579 -70	-3%	-$5.96K	0.16%	130
2017 Q4	$219K	Sell	2,649 -53	-2%	-$4.37K	0.17%	130
2017 Q3	$221K	Buy	+2,702	New	+$217K	0.18%	126
2017 Q2	–	Sell	-2,678	Closed	-$204K	–	121
2017 Q1	$199K	Sell	2,678 -1,000	-27%	-$72.9K	0.13%	120
2016 Q4	$254K	Buy	+3,678	New	+$255K	0.17%	111

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

Barclays London, United Kingdom $416B AUM 33.63% 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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Clear Perspective Advisors's XLV Position: Q4 2021 in Review

Clear Perspective Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 596% in Q4 2021, buying an estimated $1.76M and bringing the position to 15,438 shares worth $2.17M. The position accounts for 0.66% of the portfolio, ranked #27.

Clear Perspective Advisors first reported a position in XLV in Q4 2016 and has held it in 18 quarters since. 1,445 funds tracked by Wall St. Rank hold XLV as of Q4 2021.

Clear Perspective Advisors held 15,438 shares of State Street Health Care Select Sector SPDR ETF worth $2.17M as of Q4 2021.
Clear Perspective Advisors bought 13,219 State Street Health Care Select Sector SPDR ETF shares in Q4 2021, an estimated $1.76M.
State Street Health Care Select Sector SPDR ETF made up 0.66% of Clear Perspective Advisors's portfolio in Q4 2021, its #27 holding.
Clear Perspective Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2016 and has held it in 18 quarters since.
1,445 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.