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

JDM 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
2023 Q3	–	Sell	-20	Closed	-$2.65K	–	213
2023 Q2	$2.65K	Sell	20 -21	-51%	-$2.77K	﹤0.01%	197
2023 Q1	$5.31K	Buy	41 +3	+8%	+$392	﹤0.01%	176
2022 Q4	$5.16K	Buy	+38	New	+$5.04K	﹤0.01%	174

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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

RJA

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

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

JDM Financial Group's XLV Position: Q3 2023 in Review

JDM Financial Group sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2023, closing a stake of 20 shares — an estimated $2.65K sold.

JDM Financial Group first reported a position in XLV in Q4 2022 and held it in 3 quarters. The position peaked at $5.31K in Q1 2023. 1,520 funds tracked by Wall St. Rank hold XLV as of Q3 2023.

JDM Financial Group reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
JDM Financial Group sold 20 State Street Health Care Select Sector SPDR ETF shares in Q3 2023, an estimated $2.65K.
JDM Financial Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and held it in 3 quarters.
JDM Financial Group's State Street Health Care Select Sector SPDR ETF position peaked at $5.31K in Q1 2023.
1,520 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2023.

Based on JDM Financial Group's 13F filing for Q3 2023, filed 16 Nov 2023.