Jacobus Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Jacobus Wealth Management’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
2017 Q3	$126K	Hold	1,545	–	–	0.03%	195
2017 Q2	$122K	Hold	1,545	–	–	0.03%	198
2017 Q1	$115K	Hold	1,545	–	–	0.03%	192
2016 Q4	$107K	Hold	1,545	–	–	0.03%	194
2016 Q3	$111K	Hold	1,545	–	–	0.03%	214
2016 Q2	$111K	Hold	1,545	–	–	0.03%	204
2016 Q1	$105K	Hold	1,545	–	–	0.03%	262
2015 Q4	$111K	Hold	1,545	–	–	0.03%	269
2015 Q3	$102K	Hold	1,545	–	–	0.03%	282
2015 Q2	$115K	Hold	1,545	–	–	0.03%	289
2015 Q1	$112K	Hold	1,545	–	–	0.03%	283
2014 Q4	$106K	Buy	+1,545	New	+$103K	0.03%	286

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jacobus Wealth Management's XLV Position: Q3 2017 in Review

Jacobus Wealth Management held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q3 2017 at 1,545 shares worth $126K. The position accounts for 0.03% of the portfolio, ranked #195.

Jacobus Wealth Management first reported a position in XLV in Q4 2014 and has held it in 12 quarters since. 703 funds tracked by Wall St. Rank hold XLV as of Q3 2017.

Jacobus Wealth Management held 1,545 shares of State Street Health Care Select Sector SPDR ETF worth $126K as of Q3 2017.
Jacobus Wealth Management left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q3 2017.
State Street Health Care Select Sector SPDR ETF made up 0.03% of Jacobus Wealth Management's portfolio in Q3 2017, its #195 holding.
Jacobus Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2014 and has held it in 12 quarters since.
703 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2017.

Based on Jacobus Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.