Houlihan Financial Resource Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Houlihan Financial Resource Group’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
2023 Q3	–	Sell	-31,469	Closed	-$4.15M	–	176
2023 Q2	$4.15M	Buy	+31,469	New	+$4.15M	0.13%	57
2020 Q3	$36K	Buy	+325	New	+$34.2K	0.02%	193

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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 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

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

Houlihan Financial Resource Group's XLV Position: Q3 2023 in Review

Houlihan Financial Resource Group sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2023, closing a stake of 31,469 shares — an estimated $4.15M sold.

Houlihan Financial Resource Group first reported a position in XLV in Q3 2020 and held it in 2 quarters. The position peaked at $4.15M in Q2 2023. 1,520 funds tracked by Wall St. Rank hold XLV as of Q3 2023.

Houlihan Financial Resource Group reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Houlihan Financial Resource Group sold 31,469 State Street Health Care Select Sector SPDR ETF shares in Q3 2023, an estimated $4.15M.
Houlihan Financial Resource Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2020 and held it in 2 quarters.
Houlihan Financial Resource Group's State Street Health Care Select Sector SPDR ETF position peaked at $4.15M in Q2 2023.
1,520 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2023.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2023, filed 9 Nov 2023.