Investors Financial Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Investors Financial Group’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 Q1	–	Sell	-7,497	Closed	-$1.06M	–	200
2021 Q4	$1.06M	Buy	7,497 +274	+4%	+$36.4K	0.49%	56
2021 Q3	$920K	Buy	7,223 +16	+0.2%	+$2.12K	0.49%	61
2021 Q2	$908K	Sell	7,207 -851	-11%	-$104K	0.49%	58
2021 Q1	$941K	Sell	8,058 -158	-2%	-$18.2K	0.55%	51
2020 Q4	$932K	Buy	8,216 +531	+7%	+$58K	0.62%	48
2020 Q3	$811K	Buy	7,685 +579	+8%	+$60.9K	0.61%	46
2020 Q2	$711K	Buy	7,106 +52	+0.7%	+$5.13K	0.59%	51
2020 Q1	$625K	Sell	7,054 -333	-5%	-$32.4K	0.63%	45
2019 Q4	$752K	Buy	+7,387	New	+$710K	0.61%	45

Other funds holding XLV

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

RJA

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

Investors Financial Group's XLV Position: Q1 2022 in Review

Investors Financial Group sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2022, closing a stake of 7,497 shares — an estimated $1.06M sold.

Investors Financial Group first reported a position in XLV in Q4 2019 and held it in 9 quarters. The position peaked at $1.06M in Q4 2021. 1,438 funds tracked by Wall St. Rank hold XLV as of Q1 2022.

Investors Financial Group reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2022 after selling out during the quarter.
Investors Financial Group sold 7,497 State Street Health Care Select Sector SPDR ETF shares in Q1 2022, an estimated $1.06M.
Investors Financial Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and held it in 9 quarters.
Investors Financial Group's State Street Health Care Select Sector SPDR ETF position peaked at $1.06M in Q4 2021.
1,438 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.