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

Howard 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
2020 Q1	–	Sell	-148	Closed	-$15K	–	513
2019 Q4	$15K	Buy	+148	New	+$14.2K	0.01%	301

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

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

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

Howard Wealth Management's XLV Position: Q1 2020 in Review

Howard Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2020, closing a stake of 148 shares — an estimated $15K sold.

Howard Wealth Management first reported a position in XLV in Q4 2019 and held it in 1 quarter. The position peaked at $15K in Q4 2019. 1,006 funds tracked by Wall St. Rank hold XLV as of Q1 2020.

Howard Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Howard Wealth Management sold 148 State Street Health Care Select Sector SPDR ETF shares in Q1 2020, an estimated $15K.
Howard Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and held it in 1 quarter.
Howard Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $15K in Q4 2019.
1,006 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.