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

Independence 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 Q3	$105K	Sell	1,000 -29	-3%	-$3.05K	0.02%	107
2020 Q2	$103K	Sell	1,029 -79	-7%	-$7.8K	0.02%	106
2020 Q1	$98K	Buy	1,108 +30	+3%	+$2.92K	0.03%	92
2019 Q4	$110K	Buy	+1,078	New	+$104K	0.03%	105

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Independence Advisors's XLV Position: Q3 2020 in Review

Independence Advisors reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.8% in Q3 2020, selling an estimated $3.05K and leaving 1,000 shares worth $105K. The position accounts for 0.02% of the portfolio, ranked #107.

Independence Advisors first reported a position in XLV in Q4 2019 and has held it in 4 quarters since. The position peaked at $110K in Q4 2019. 1,054 funds tracked by Wall St. Rank hold XLV as of Q3 2020.

Independence Advisors held 1,000 shares of State Street Health Care Select Sector SPDR ETF worth $105K as of Q3 2020.
Independence Advisors sold 29 State Street Health Care Select Sector SPDR ETF shares in Q3 2020, an estimated $3.05K.
State Street Health Care Select Sector SPDR ETF made up 0.02% of Independence Advisors's portfolio in Q3 2020, its #107 holding.
Independence Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 4 quarters since.
Independence Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $110K in Q4 2019.
1,054 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.