Danda Trouve Investment Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Danda Trouve Investment Management’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
2022 Q3	$36K	Buy	+300	New	+$38.6K	0.07%	52
2021 Q1	–	Sell	-1,725	Closed	-$196K	–	197
2020 Q4	$196K	Hold	1,725	–	–	0.24%	41
2020 Q3	$182K	Hold	1,725	–	–	0.25%	36
2020 Q2	$173K	Hold	1,725	–	–	0.26%	35
2020 Q1	$153K	Buy	1,725 +25	+1%	+$2.43K	0.32%	29
2019 Q4	$173K	Buy	+1,700	New	+$163K	0.25%	34

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Danda Trouve Investment Management's XLV Position: Q3 2022 in Review

Danda Trouve Investment Management opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2022: 300 shares worth $36K. The stake represents 0.07% of the portfolio and ranks #52 among its holdings. This is a return to the name: Danda Trouve Investment Management previously reported a position in XLV as recently as Q4 2020.

Danda Trouve Investment Management first reported a position in XLV in Q4 2019 and has held it in 6 quarters since. The position peaked at $196K in Q4 2020. 1,423 funds tracked by Wall St. Rank hold XLV as of Q3 2022.

Danda Trouve Investment Management held 300 shares of State Street Health Care Select Sector SPDR ETF worth $36K as of Q3 2022.
State Street Health Care Select Sector SPDR ETF was a new Danda Trouve Investment Management position in Q3 2022.
State Street Health Care Select Sector SPDR ETF made up 0.07% of Danda Trouve Investment Management's portfolio in Q3 2022, its #52 holding.
Danda Trouve Investment Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 6 quarters since.
Danda Trouve Investment Management's State Street Health Care Select Sector SPDR ETF position peaked at $196K in Q4 2020.
1,423 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2022.

Based on Danda Trouve Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.