D'Orazio & Associates’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

D'Orazio & Associates’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 Q2	–	Sell	-51	Closed	-$5K	–	372
2020 Q1	$5K	Hold	51	–	–	﹤0.01%	262
2019 Q4	$5K	Hold	51	–	–	﹤0.01%	284
2019 Q3	$5K	Buy	+51	New	+$4.66K	﹤0.01%	285

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

NLI

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

D'Orazio & Associates's XLV Position: Q2 2020 in Review

D'Orazio & Associates sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2020, closing a stake of 51 shares — an estimated $5K sold.

D'Orazio & Associates first reported a position in XLV in Q3 2019 and held it in 3 quarters. The position peaked at $5K in Q1 2020. 1,050 funds tracked by Wall St. Rank hold XLV as of Q2 2020.

D'Orazio & Associates reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2020 after selling out during the quarter.
D'Orazio & Associates sold 51 State Street Health Care Select Sector SPDR ETF shares in Q2 2020, an estimated $5K.
D'Orazio & Associates first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2019 and held it in 3 quarters.
D'Orazio & Associates's State Street Health Care Select Sector SPDR ETF position peaked at $5K in Q1 2020.
1,050 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2020.

Based on D'Orazio & Associates's 13F filing for Q2 2020, filed 22 Jul 2020.