CT Financial Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

CT Financial 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
2017 Q1	$19.4K	Hold	261	–	–	0.01%	369
2016 Q4	$18K	Hold	261	–	–	0.01%	364
2016 Q3	$18.8K	Hold	261	–	–	0.01%	364
2016 Q2	$18.7K	Hold	261	–	–	0.01%	358
2016 Q1	$17.7K	Hold	261	–	–	0.01%	386
2015 Q4	$18.8K	Hold	261	–	–	0.01%	390
2015 Q3	$17.3K	Hold	261	–	–	0.01%	398
2015 Q2	$19.4K	Hold	261	–	–	0.01%	394
2015 Q1	$18.9K	Hold	261	–	–	0.01%	397
2014 Q4	$17.8K	Buy	+261	New	+$17.5K	0.01%	328
2014 Q1	$18.9K	Buy	+261	New	+$15K	0.01%	397

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

CT Financial Advisors's XLV Position: Q1 2017 in Review

CT Financial Advisors held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q1 2017 at 261 shares worth $19.4K. The position accounts for 0.01% of the portfolio, ranked #369.

CT Financial Advisors first reported a position in XLV in Q1 2014 and has held it in 11 quarters since. The position peaked at $19.4K in Q2 2015. 660 funds tracked by Wall St. Rank hold XLV as of Q1 2017.

CT Financial Advisors held 261 shares of State Street Health Care Select Sector SPDR ETF worth $19.4K as of Q1 2017.
CT Financial Advisors left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q1 2017.
State Street Health Care Select Sector SPDR ETF made up 0.01% of CT Financial Advisors's portfolio in Q1 2017, its #369 holding.
CT Financial Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $19.4K in Q2 2015.
660 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.