Financial Architects (New Jersey)’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Financial Architects (New Jersey)’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 Q2	–	Sell	-400	Closed	-$30K	–	1650
2017 Q1	$30K	Buy	+400	New	+$29.2K	0.01%	827

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Financial Architects (New Jersey)'s XLV Position: Q2 2023 in Review

Financial Architects (New Jersey) increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 3.5% in Q2 2023, buying an estimated $43.8K and bringing the position to 9,861 shares worth $1.31M. The position accounts for 0.2% of the portfolio, ranked #114.

Financial Architects (New Jersey) first reported a position in XLV in Q2 2013 and has held it in 40 quarters since. The position peaked at $2.69M in Q2 2019. 1,544 funds tracked by Wall St. Rank hold XLV as of Q2 2023.

Financial Architects (New Jersey) held 9,861 shares of State Street Health Care Select Sector SPDR ETF worth $1.31M as of Q2 2023.
Financial Architects (New Jersey) bought 332 State Street Health Care Select Sector SPDR ETF shares in Q2 2023, an estimated $43.8K.
State Street Health Care Select Sector SPDR ETF made up 0.2% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #114 holding.
Financial Architects (New Jersey) first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and has held it in 40 quarters since.
Financial Architects (New Jersey)'s State Street Health Care Select Sector SPDR ETF position peaked at $2.69M in Q2 2019.
1,544 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.