Heritage Wealth Management (Arizona)’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$369K	Buy	2,713 +1,329	+96%	+$176K	0.05%	270
2022 Q3	$168K	Buy	1,384 +93	+7%	+$12K	0.05%	263
2022 Q2	$166K	Sell	1,291 -45	-3%	-$5.9K	0.06%	270
2022 Q1	$183K	Buy	+1,336	New	+$177K	0.05%	286
2021 Q3	$166K	Sell	1,303 -29	-2%	-$3.83K	0.06%	247
2021 Q2	$168K	Buy	+1,332	New	+$163K	0.06%	257

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Heritage Wealth Management (Arizona)'s XLV Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 96% in Q4 2022, buying an estimated $176K and bringing the position to 2,713 shares worth $369K. The position accounts for 0.05% of the portfolio, ranked #270.

Heritage Wealth Management (Arizona) first reported a position in XLV in Q2 2021 and has held it in 6 quarters since. 1,606 funds tracked by Wall St. Rank hold XLV as of Q4 2022.

Heritage Wealth Management (Arizona) held 2,713 shares of State Street Health Care Select Sector SPDR ETF worth $369K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 1,329 State Street Health Care Select Sector SPDR ETF shares in Q4 2022, an estimated $176K.
State Street Health Care Select Sector SPDR ETF made up 0.05% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #270 holding.
Heritage Wealth Management (Arizona) first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2021 and has held it in 6 quarters since.
1,606 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.