Clear Perspectives Financial Planning’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Clear Perspectives Financial Planning’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
2023 Q1	$42.1K	Hold	325	–	–	0.02%	77
2022 Q4	$44.2K	Hold	325	–	–	0.02%	85
2022 Q3	$39K	Hold	325	–	–	0.02%	90
2022 Q2	$42K	Hold	325	–	–	0.02%	97
2022 Q1	$45K	Hold	325	–	–	0.02%	98
2021 Q4	$46K	Hold	325	–	–	0.02%	107
2021 Q3	$41K	Sell	325 -4	-1%	-$529	0.02%	108
2021 Q2	$41K	Hold	329	–	–	0.02%	106
2021 Q1	$38K	Hold	329	–	–	0.02%	101
2020 Q4	$37K	Buy	+329	New	+$35.9K	0.02%	99

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

NAM

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Clear Perspectives Financial Planning's XLV Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q1 2023 at 325 shares worth $42.1K. The position accounts for 0.02% of the portfolio, ranked #77.

Clear Perspectives Financial Planning first reported a position in XLV in Q4 2020 and has held it in 10 quarters since. The position peaked at $46K in Q4 2021. 1,508 funds tracked by Wall St. Rank hold XLV as of Q1 2023.

Clear Perspectives Financial Planning held 325 shares of State Street Health Care Select Sector SPDR ETF worth $42.1K as of Q1 2023.
Clear Perspectives Financial Planning left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q1 2023.
State Street Health Care Select Sector SPDR ETF made up 0.02% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #77 holding.
Clear Perspectives Financial Planning first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's State Street Health Care Select Sector SPDR ETF position peaked at $46K in Q4 2021.
1,508 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.