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

Filbrandt 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
2020 Q1	–	Sell	-50	Closed	-$5K	–	312
2019 Q4	$5K	Buy	+50	New	+$4.81K	﹤0.01%	170

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

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

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Filbrandt Wealth Management's XLV Position: Q1 2020 in Review

Filbrandt Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2020, closing a stake of 50 shares — an estimated $5K sold.

Filbrandt Wealth Management first reported a position in XLV in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 1,006 funds tracked by Wall St. Rank hold XLV as of Q1 2020.

Filbrandt Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Filbrandt Wealth Management sold 50 State Street Health Care Select Sector SPDR ETF shares in Q1 2020, an estimated $5K.
Filbrandt Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and held it in 1 quarter.
Filbrandt Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $5K in Q4 2019.
1,006 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2020.

Based on Filbrandt Wealth Management's 13F filing for Q1 2020, filed 30 Apr 2020.