Horizon Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Horizon Wealth Management’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
2024 Q2	–	Sell	-12,651	Closed	-$1.87M	–	96
2024 Q1	$1.87M	Buy	+12,651	New	+$1.81M	0.49%	22
2023 Q1	–	Sell	-8,125	Closed	-$1.1M	–	80
2022 Q4	$1.1M	Buy	8,125 +76	+0.9%	+$10.1K	0.9%	17
2022 Q3	$975K	Buy	8,049 +966	+14%	+$124K	0.71%	20
2022 Q2	$908K	Buy	7,083 +4,160	+142%	+$545K	0.38%	31
2022 Q1	$400K	Buy	+2,923	New	+$387K	0.12%	65

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Horizon Wealth Management's XLV Position: Q2 2024 in Review

Horizon Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2024, closing a stake of 12,651 shares — an estimated $1.87M sold.

Horizon Wealth Management first reported a position in XLV in Q1 2022 and held it in 5 quarters. The position peaked at $1.87M in Q1 2024. 1,664 funds tracked by Wall St. Rank hold XLV as of Q2 2024.

Horizon Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2024 after selling out during the quarter.
Horizon Wealth Management sold 12,651 State Street Health Care Select Sector SPDR ETF shares in Q2 2024, an estimated $1.87M.
Horizon Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2022 and held it in 5 quarters.
Horizon Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.87M in Q1 2024.
1,664 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2024.

Based on Horizon Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.