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

FourThought Financial’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 Q3	$59K	Hold	485	–	–	0.01%	554
2022 Q2	$62K	Hold	485	–	–	0.01%	555
2022 Q1	$66K	Hold	485	–	–	0.01%	586
2021 Q4	$68K	Hold	485	–	–	0.01%	586
2021 Q3	$61K	Hold	485	–	–	0.01%	635
2021 Q2	$61K	Hold	485	–	–	0.01%	643
2021 Q1	$56K	Hold	485	–	–	0.01%	662
2020 Q4	$55K	Buy	+485	New	+$52.9K	0.01%	644

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

RJA

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

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

FourThought Financial's XLV Position: Q3 2022 in Review

FourThought Financial held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q3 2022 at 485 shares worth $59K. The position accounts for 0.01% of the portfolio, ranked #554.

FourThought Financial first reported a position in XLV in Q4 2020 and has held it in 8 quarters since. The position peaked at $68K in Q4 2021. 1,423 funds tracked by Wall St. Rank hold XLV as of Q3 2022.

FourThought Financial held 485 shares of State Street Health Care Select Sector SPDR ETF worth $59K as of Q3 2022.
FourThought Financial left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q3 2022.
State Street Health Care Select Sector SPDR ETF made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #554 holding.
FourThought Financial first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's State Street Health Care Select Sector SPDR ETF position peaked at $68K in Q4 2021.
1,423 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.