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

HBC Financial Services’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
2020
Q4 		– Sell
-100
Closed -$11K – 194
2020
Q3 		$11K Hold
100
– – 0.01% 128
2020
Q2 		$10K Hold
100
– – 0.01% 114
2020
Q1 		$8K Sell
100
-74
-43% -$7.19K 0.01% 119
2019
Q4 		$18K Buy
+174
New +$16.7K 0.02% 114

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HBC Financial Services's XLV Position: Q4 2020 in Review

HBC Financial Services sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2020, closing a stake of 100 shares — an estimated $11K sold.

HBC Financial Services first reported a position in XLV in Q4 2019 and held it in 4 quarters. The position peaked at $18K in Q4 2019. 1,168 funds tracked by Wall St. Rank hold XLV as of Q4 2020.

  • HBC Financial Services reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2020 after selling out during the quarter.
  • HBC Financial Services sold 100 State Street Health Care Select Sector SPDR ETF shares in Q4 2020, an estimated $11K.
  • HBC Financial Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and held it in 4 quarters.
  • HBC Financial Services's State Street Health Care Select Sector SPDR ETF position peaked at $18K in Q4 2019.
  • 1,168 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2020.

Based on HBC Financial Services's 13F filing for Q4 2020, filed 8 Feb 2021.