Investment Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Investment Partners’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
2022 Q4	–	Sell	-2,586	Closed	-$313K	–	257
2022 Q3	$313K	Buy	+2,586	New	+$333K	0.09%	188
2021 Q4	–	Sell	-3,100	Closed	-$395K	–	172
2021 Q3	$395K	Buy	+3,100	New	+$410K	0.18%	101
2020 Q4	–	Sell	-2,612	Closed	-$276K	–	148
2020 Q3	$276K	Buy	2,612 +418	+19%	+$44K	0.16%	104
2020 Q2	$220K	Buy	+2,194	New	+$217K	0.13%	121
2020 Q1	–	Sell	-3,516	Closed	-$358K	–	156
2019 Q4	$358K	Buy	+3,516	New	+$338K	0.24%	88
2019 Q3	–	Sell	-2,174	Closed	-$201K	–	156
2019 Q2	$201K	Sell	2,174 -147	-6%	-$13.2K	0.14%	144
2019 Q1	$213K	Buy	2,321 +12	+0.5%	+$1.08K	0.15%	134
2018 Q4	$200K	Buy	+2,309	New	+$209K	0.17%	126

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Investment Partners's XLV Position: Q4 2022 in Review

Investment Partners sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2022, closing a stake of 2,586 shares — an estimated $313K sold.

Investment Partners first reported a position in XLV in Q4 2018 and held it in 8 quarters. The position peaked at $395K in Q3 2021. 1,607 funds tracked by Wall St. Rank hold XLV as of Q4 2022.

Investment Partners reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Investment Partners sold 2,586 State Street Health Care Select Sector SPDR ETF shares in Q4 2022, an estimated $313K.
Investment Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2018 and held it in 8 quarters.
Investment Partners's State Street Health Care Select Sector SPDR ETF position peaked at $395K in Q3 2021.
1,607 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2022.

Based on Investment Partners's 13F filing for Q4 2022, filed 18 Jan 2023.