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

GYL Financial Synergies’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
2024
Q3 		$1.54M Buy
9,992
+238
+2% +$36.1K 0.12% 153
2024
Q2 		$1.42M Buy
9,754
+3,601
+59% +$517K 0.11% 157
2024
Q1 		$909K Sell
6,153
-11
-0.2% -$1.58K 0.07% 189
2023
Q4 		$841K Sell
6,164
-115
-2% -$15K 0.07% 196
2023
Q3 		$808K Sell
6,279
-34
-0.5% -$4.51K 0.08% 193
2023
Q2 		$838K Sell
6,313
-52
-0.8% -$6.86K 0.08% 189
2023
Q1 		$824K Buy
6,365
+3,809
+149% +$498K 0.1% 141
2022
Q4 		$347K Buy
2,556
+1
+0% +$133 0.08% 166
2022
Q3 		$309K Hold
2,555
– – 0.08% 149
2022
Q2 		$328K Sell
2,555
-114
-4% -$14.9K 0.09% 142
2022
Q1 		$366K Buy
2,669
+265
+11% +$35.1K 0.09% 139
2021
Q4 		$339K Buy
2,404
+25
+1% +$3.32K 0.09% 156
2021
Q3 		$303K Sell
2,379
-711
-23% -$94K 0.15% 143
2021
Q2 		$389K Buy
3,090
+800
+35% +$98K 0.2% 128
2021
Q1 		$267K Hold
2,290
– – 0.15% 155
2020
Q4 		$260K Sell
2,290
-37
-2% -$4.04K 0.15% 141
2020
Q3 		$245K Sell
2,327
-1,426
-38% -$150K 0.16% 138
2020
Q2 		$376K Hold
3,753
– – 0.27% 92
2020
Q1 		$332K Sell
3,753
-5,730
-60% -$557K 0.21% 93
2019
Q4 		$966K Buy
9,483
+928
+11% +$89.2K 0.43% 44
2019
Q3 		$771K Buy
8,555
+164
+2% +$15K 0.38% 52
2019
Q2 		$777K Buy
8,391
+176
+2% +$15.8K 0.41% 51
2019
Q1 		$754K Buy
8,215
+447
+6% +$40.3K 0.42% 51
2018
Q4 		$672K Buy
+7,768
New +$703K 0.49% 43

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GYL Financial Synergies's XLV Position: Q3 2024 in Review

GYL Financial Synergies increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.4% in Q3 2024, buying an estimated $36.1K and bringing the position to 9,992 shares worth $1.54M. The position accounts for 0.12% of the portfolio, ranked #153.

GYL Financial Synergies first reported a position in XLV in Q4 2018 and has held it in 24 quarters since. 1,729 funds tracked by Wall St. Rank hold XLV as of Q3 2024.

  • GYL Financial Synergies held 9,992 shares of State Street Health Care Select Sector SPDR ETF worth $1.54M as of Q3 2024.
  • GYL Financial Synergies bought 238 State Street Health Care Select Sector SPDR ETF shares in Q3 2024, an estimated $36.1K.
  • State Street Health Care Select Sector SPDR ETF made up 0.12% of GYL Financial Synergies's portfolio in Q3 2024, its #153 holding.
  • GYL Financial Synergies first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2018 and has held it in 24 quarters since.
  • 1,729 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.