CSat Investment Advisory’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

CSat Investment Advisory’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
2020 Q3	–	Sell	-9,340	Closed	-$935K	–	1113
2020 Q2	$935K	Buy	9,340 +1,840	+25%	+$182K	0.11%	91
2020 Q1	$664K	Sell	7,500 -820	-10%	-$79.7K	0.14%	96
2019 Q4	$847K	Buy	8,320 +126	+2%	+$12.1K	0.22%	88
2019 Q3	$739K	Sell	8,194 -645	-7%	-$58.9K	0.23%	77
2019 Q2	$819K	Sell	8,839 -1,209	-12%	-$109K	0.29%	75
2019 Q1	$922K	Buy	10,048 +3,186	+46%	+$287K	0.47%	57
2018 Q4	$594K	Buy	6,862 +1,598	+30%	+$145K	0.35%	73
2018 Q3	$501K	Buy	5,264 +272	+5%	+$24.6K	0.29%	84
2018 Q2	$417K	Buy	+4,992	New	+$414K	0.22%	91

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

CSat Investment Advisory's XLV Position: Q3 2020 in Review

CSat Investment Advisory sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2020, closing a stake of 9,340 shares — an estimated $935K sold.

CSat Investment Advisory first reported a position in XLV in Q2 2018 and held it in 9 quarters. The position peaked at $935K in Q2 2020. 1,053 funds tracked by Wall St. Rank hold XLV as of Q3 2020.

CSat Investment Advisory reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2020 after selling out during the quarter.
CSat Investment Advisory sold 9,340 State Street Health Care Select Sector SPDR ETF shares in Q3 2020, an estimated $935K.
CSat Investment Advisory first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2018 and held it in 9 quarters.
CSat Investment Advisory's State Street Health Care Select Sector SPDR ETF position peaked at $935K in Q2 2020.
1,053 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2020.

Based on CSat Investment Advisory's 13F filing for Q3 2020, filed 13 Nov 2020.