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

HC Financial Advisors’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 Q2	$16K	Hold	121	–	–	0.01%	205
2022 Q1	$17K	Hold	121	–	–	0.01%	203
2021 Q4	$17K	Hold	121	–	–	0.01%	216
2021 Q3	$15K	Hold	121	–	–	0.01%	214
2021 Q2	$15K	Hold	121	–	–	0.01%	213
2021 Q1	$14K	Hold	121	–	–	0.01%	220
2020 Q4	$14K	Sell	121 -30	-20%	-$3.27K	0.01%	231
2020 Q3	$16K	Hold	151	–	–	0.01%	203
2020 Q2	$15K	Hold	151	–	–	0.01%	203
2020 Q1	$13K	Buy	+151	New	+$14.7K	0.01%	215

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

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

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

HC Financial Advisors's XLV Position: Q2 2022 in Review

HC Financial Advisors held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q2 2022 at 121 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #205.

HC Financial Advisors first reported a position in XLV in Q1 2020 and has held it in 10 quarters since. The position peaked at $17K in Q1 2022. 1,464 funds tracked by Wall St. Rank hold XLV as of Q2 2022.

HC Financial Advisors held 121 shares of State Street Health Care Select Sector SPDR ETF worth $16K as of Q2 2022.
HC Financial Advisors left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q2 2022.
State Street Health Care Select Sector SPDR ETF made up 0.01% of HC Financial Advisors's portfolio in Q2 2022, its #205 holding.
HC Financial Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $17K in Q1 2022.
1,464 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.