Girard Securities’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Girard Securities’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 Q4	–	Sell	-2,721	Closed	-$223K	–	126
2017 Q3	$223K	Sell	2,721 -33	-1%	-$2.65K	0.2%	117
2017 Q2	$218K	Sell	2,754 -56	-2%	-$4.27K	0.16%	140
2017 Q1	$209K	Buy	+2,810	New	+$205K	0.18%	145

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Girard Securities's XLV Position: Q4 2017 in Review

Girard Securities sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2017, closing a stake of 2,721 shares — an estimated $223K sold.

Girard Securities first reported a position in XLV in Q1 2017 and held it in 3 quarters. The position peaked at $223K in Q3 2017. 768 funds tracked by Wall St. Rank hold XLV as of Q4 2017.

Girard Securities reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2017 after selling out during the quarter.
Girard Securities sold 2,721 State Street Health Care Select Sector SPDR ETF shares in Q4 2017, an estimated $223K.
Girard Securities first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2017 and held it in 3 quarters.
Girard Securities's State Street Health Care Select Sector SPDR ETF position peaked at $223K in Q3 2017.
768 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2017.

Based on Girard Securities's 13F filing for Q4 2017.