Doyle Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Doyle Wealth 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 Q2	–	Sell	-1,509	Closed	-$207K	–	254
2022 Q1	$207K	Hold	1,509	–	–	0.01%	229
2021 Q4	$213K	Buy	+1,509	New	+$200K	0.02%	220
2020 Q2	–	Sell	-3,039	Closed	-$269K	–	187
2020 Q1	$269K	Hold	3,039	–	–	0.04%	144
2019 Q4	$310K	Buy	3,039 +643	+27%	+$61.8K	0.04%	158
2019 Q3	$216K	Sell	2,396 -643	-21%	-$58.7K	0.03%	187
2019 Q2	$282K	Hold	3,039	–	–	0.04%	161
2019 Q1	$270K	Buy	3,039 +95	+3%	+$8.56K	0.04%	161
2018 Q4	$255K	Sell	2,944 -455	-13%	-$41.2K	0.04%	158
2018 Q3	$323K	Sell	3,399 -178	-5%	-$16.1K	0.05%	144
2018 Q2	$299K	Buy	+3,577	New	+$296K	0.05%	146

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Doyle Wealth Management's XLV Position: Q2 2022 in Review

Doyle Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2022, closing a stake of 1,509 shares — an estimated $207K sold.

Doyle Wealth Management first reported a position in XLV in Q2 2018 and held it in 10 quarters. The position peaked at $323K in Q3 2018. 1,465 funds tracked by Wall St. Rank hold XLV as of Q2 2022.

Doyle Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
Doyle Wealth Management sold 1,509 State Street Health Care Select Sector SPDR ETF shares in Q2 2022, an estimated $207K.
Doyle Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2018 and held it in 10 quarters.
Doyle Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $323K in Q3 2018.
1,465 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2022.

Based on Doyle Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.