Harvest Group Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Harvest Group Wealth Management’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
2021 Q1	–	Sell	-255	Closed	-$29K	–	733
2020 Q4	$29K	Sell	255 -155	-38%	-$16.9K	0.02%	152
2020 Q3	$43K	Buy	410 +1	+0.2%	+$105	0.03%	103
2020 Q2	$41K	Sell	409 -15	-4%	-$1.48K	0.03%	92
2020 Q1	$37K	Buy	424 +1	+0.2%	+$97	0.04%	91
2019 Q4	$43K	Hold	423	–	–	0.04%	86
2019 Q3	$38K	Buy	+423	New	+$38.6K	0.05%	94

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

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

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

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

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

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

NAM

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Harvest Group Wealth Management's XLV Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2021, closing a stake of 255 shares — an estimated $29K sold.

Harvest Group Wealth Management first reported a position in XLV in Q3 2019 and held it in 6 quarters. The position peaked at $43K in Q3 2020. 1,181 funds tracked by Wall St. Rank hold XLV as of Q1 2021.

Harvest Group Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 255 State Street Health Care Select Sector SPDR ETF shares in Q1 2021, an estimated $29K.
Harvest Group Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2019 and held it in 6 quarters.
Harvest Group Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $43K in Q3 2020.
1,181 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.