Horan Capital Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Horan Capital 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
2020 Q4	–	Sell	-523	Closed	-$55K	–	289
2020 Q3	$55K	Buy	+523	New	+$55K	0.03%	168
2020 Q1	–	Sell	-523	Closed	-$53K	–	262
2019 Q4	$53K	Hold	523	–	–	0.03%	144
2019 Q3	$47K	Buy	+523	New	+$47.8K	0.03%	148
2019 Q2	–	Sell	-523	Closed	-$48K	–	249
2019 Q1	$48K	Buy	+523	New	+$47.2K	0.03%	142
2017 Q4	–	Sell	-523	Closed	-$43K	–	283
2017 Q3	$43K	Buy	+523	New	+$42K	0.03%	167

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Horan Capital Advisors's XLV Position: Q4 2020 in Review

Horan Capital Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2020, closing a stake of 523 shares — an estimated $55K sold.

Horan Capital Advisors first reported a position in XLV in Q3 2017 and held it in 5 quarters. The position peaked at $55K in Q3 2020. 1,168 funds tracked by Wall St. Rank hold XLV as of Q4 2020.

Horan Capital Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2020 after selling out during the quarter.
Horan Capital Advisors sold 523 State Street Health Care Select Sector SPDR ETF shares in Q4 2020, an estimated $55K.
Horan Capital Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2017 and held it in 5 quarters.
Horan Capital Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $55K in Q3 2020.
1,168 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2020.

Based on Horan Capital Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.