Investors Capital Advisory Services’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
$5.32M Buy
74,174
+1,952
+3% +$138K 1.02% 5
2016
Q1
$4.89M Buy
72,222
+12,316
+21% +$825K 0.97% 6
2015
Q4
$4.31M Buy
59,906
+17,950
+43% +$1.27M 0.84% 9
2015
Q3
$2.78M Buy
41,956
+2,925
+7% +$214K 0.56% 24
2015
Q2
$2.9M Buy
39,031
+2,068
+6% +$153K 0.53% 26
2015
Q1
$2.68M Buy
36,963
+4,568
+14% +$326K 0.5% 27
2014
Q4
$2.21M Buy
32,395
+5,258
+19% +$352K 0.42% 37
2014
Q3
$1.73M Buy
27,137
+4,172
+18% +$261K 0.34% 58
2014
Q2
$1.4M Buy
22,965
+3,227
+16% +$190K 0.23% 119
2014
Q1
$1.15M Sell
19,738
-2,660
-12% -$153K 0.25% 107
2013
Q4
$1.24M Buy
22,398
+2,729
+14% +$146K 0.29% 91
2013
Q3
$995K Buy
19,669
+3,351
+21% +$168K 0.26% 110
2013
Q2
$776K Buy
+16,318
New +$782K 0.24% 118

Other funds holding XLV

Investors Capital Advisory Services's XLV Position: Q2 2016 in Review

Investors Capital Advisory Services increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 2.7% in Q2 2016, buying an estimated $138K and bringing the position to 74,174 shares worth $5.32M. The position accounts for 1.02% of the portfolio, ranked #5.

Investors Capital Advisory Services first reported a position in XLV in Q2 2013 and has held it in 13 quarters since. 543 funds tracked by Wall St. Rank hold XLV as of Q2 2016.

  • Investors Capital Advisory Services held 74,174 shares of State Street Health Care Select Sector SPDR ETF worth $5.32M as of Q2 2016.
  • Investors Capital Advisory Services bought 1,952 State Street Health Care Select Sector SPDR ETF shares in Q2 2016, an estimated $138K.
  • State Street Health Care Select Sector SPDR ETF made up 1.02% of Investors Capital Advisory Services's portfolio in Q2 2016, its #5 holding.
  • Investors Capital Advisory Services first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2013 and has held it in 13 quarters since.
  • 543 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.