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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
Shares
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
$1.37T 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
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
AWA
Arete Wealth Advisors
Chicago, Illinois
$1.33B AUM
25.12%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
RJA
Raymond James & Associates
St Petersburg, Florida
$164B AUM
33.91%
1-Year Est. Return
Janney Montgomery Scott
Philadelphia, Pennsylvania
$40.4B AUM
21.2%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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