Coulter & Justus Financial Services’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Coulter & Justus Financial Services’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	$675K	Buy	+4,567	New	+$655K	0.15%	60

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

Coulter & Justus Financial Services's XLV Position: Q1 2024 in Review

Coulter & Justus Financial Services opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2024: 4,567 shares worth $675K. The stake represents 0.15% of the portfolio and ranks #60 among its holdings.

1,666 funds tracked by Wall St. Rank hold XLV as of Q1 2024.

Coulter & Justus Financial Services held 4,567 shares of State Street Health Care Select Sector SPDR ETF worth $675K as of Q1 2024.
State Street Health Care Select Sector SPDR ETF was a new Coulter & Justus Financial Services position in Q1 2024.
State Street Health Care Select Sector SPDR ETF made up 0.15% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #60 holding.
1,666 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.