Ford Financial Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Ford Financial Group’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
2023 Q1	–	Sell	-10,392	Closed	-$1.41M	–	118
2022 Q4	$1.41M	Buy	10,392 +1,982	+24%	+$263K	0.56%	37
2022 Q3	$1.02M	Buy	8,410 +1,246	+17%	+$160K	0.42%	50
2022 Q2	$918K	Buy	7,164 +4,699	+191%	+$616K	0.37%	56
2022 Q1	$337K	Buy	2,465 +1,650	+202%	+$218K	0.13%	80
2021 Q4	$114	Buy	+815	New	+$108K	0.02%	154
2021 Q3	–	Sell	-814	Closed	-$102K	–	568
2021 Q2	$102K	Buy	+814	New	+$99.8K	0.04%	155
2018 Q1	–	Sell	-1,755	Closed	-$149K	–	395
2017 Q4	$149K	Buy	+1,755	New	+$145K	0.11%	49

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

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

RJA

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

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

Ford Financial Group's XLV Position: Q1 2023 in Review

Ford Financial Group sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2023, closing a stake of 10,392 shares — an estimated $1.41M sold.

Ford Financial Group first reported a position in XLV in Q4 2017 and held it in 7 quarters. The position peaked at $1.41M in Q4 2022. 1,508 funds tracked by Wall St. Rank hold XLV as of Q1 2023.

Ford Financial Group reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Ford Financial Group sold 10,392 State Street Health Care Select Sector SPDR ETF shares in Q1 2023, an estimated $1.41M.
Ford Financial Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2017 and held it in 7 quarters.
Ford Financial Group's State Street Health Care Select Sector SPDR ETF position peaked at $1.41M in Q4 2022.
1,508 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.