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

Clifford 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
2024 Q1	–	Sell	-1,736	Closed	-$237K	–	75
2023 Q4	$237K	Sell	1,736 -6,175	-78%	-$803K	0.22%	68
2023 Q3	$1.02M	Buy	7,911 +983	+14%	+$131K	1.1%	18
2023 Q2	$920K	Buy	6,928 +715	+12%	+$94.3K	0.99%	21
2023 Q1	$804K	Buy	6,213 +1,090	+21%	+$142K	0.98%	19
2022 Q4	$696K	Buy	+5,123	New	+$679K	0.87%	23

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

RJA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Clifford Group's XLV Position: Q1 2024 in Review

Clifford Group sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2024, closing a stake of 1,736 shares — an estimated $237K sold.

Clifford Group first reported a position in XLV in Q4 2022 and held it in 5 quarters. The position peaked at $1.02M in Q3 2023. 1,666 funds tracked by Wall St. Rank hold XLV as of Q1 2024.

Clifford Group reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Clifford Group sold 1,736 State Street Health Care Select Sector SPDR ETF shares in Q1 2024, an estimated $237K.
Clifford Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and held it in 5 quarters.
Clifford Group's State Street Health Care Select Sector SPDR ETF position peaked at $1.02M in Q3 2023.
1,666 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2024.

Based on Clifford Group's 13F filing for Q1 2024, filed 15 May 2024.