Hefty Wealth Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$2.49M	Buy	+30,617	New	+$2.61M	1.61%	21
2017 Q3	–	Sell	-34,569	Closed	-$2.74M	–	268
2017 Q2	$2.74M	Buy	34,569 +34,449	+28,708%	+$2.62M	1.87%	16
2017 Q1	$8K	Sell	120 -30,433	-100%	-$2.22M	0.01%	179
2016 Q4	$2.11M	Buy	+30,553	New	+$2.12M	1.76%	20
2016 Q3	–	Sell	-34,321	Closed	-$2.46M	–	259
2016 Q2	$2.46M	Buy	34,321 +12,335	+56%	+$869K	2.03%	12
2016 Q1	$1.49M	Buy	+21,986	New	+$1.47M	1.39%	24

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

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

Hefty Wealth Partners's XLV Position: Q1 2018 in Review

Hefty Wealth Partners opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2018: 30,617 shares worth $2.49M. The stake represents 1.61% of the portfolio and ranks #21 among its holdings. This is a return to the name: Hefty Wealth Partners previously reported a position in XLV as recently as Q2 2017.

Hefty Wealth Partners first reported a position in XLV in Q1 2016 and has held it in 6 quarters since. The position peaked at $2.74M in Q2 2017. 756 funds tracked by Wall St. Rank hold XLV as of Q1 2018.

Hefty Wealth Partners held 30,617 shares of State Street Health Care Select Sector SPDR ETF worth $2.49M as of Q1 2018.
State Street Health Care Select Sector SPDR ETF was a new Hefty Wealth Partners position in Q1 2018.
State Street Health Care Select Sector SPDR ETF made up 1.61% of Hefty Wealth Partners's portfolio in Q1 2018, its #21 holding.
Hefty Wealth Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2016 and has held it in 6 quarters since.
Hefty Wealth Partners's State Street Health Care Select Sector SPDR ETF position peaked at $2.74M in Q2 2017.
756 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.