Column Capital Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Column Capital 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
2023 Q3	$29.9K	Hold	232	–	–	﹤0.01%	386
2023 Q2	$30.8K	Hold	232	–	–	﹤0.01%	384
2023 Q1	$30K	Buy	+232	New	+$30.3K	﹤0.01%	389
2020 Q3	–	Sell	-200	Closed	-$20K	–	882
2020 Q2	$20K	Buy	+200	New	+$19.7K	0.01%	381

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Column Capital Advisors's XLV Position: Q3 2023 in Review

Column Capital Advisors held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q3 2023 at 232 shares worth $29.9K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Column Capital Advisors first reported a position in XLV in Q2 2020 and has held it in 4 quarters since. The position peaked at $30.8K in Q2 2023. 1,520 funds tracked by Wall St. Rank hold XLV as of Q3 2023.

Column Capital Advisors held 232 shares of State Street Health Care Select Sector SPDR ETF worth $29.9K as of Q3 2023.
Column Capital Advisors left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q3 2023.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #386 holding.
Column Capital Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2020 and has held it in 4 quarters since.
Column Capital Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $30.8K in Q2 2023.
1,520 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.