JFG
XLV icon

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

JMG 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
2020
Q1 		– Sell
-2,030
Closed -$207K – 82
2019
Q4 		$207K Buy
+2,030
New +$195K 0.02% 74

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

JMG Financial Group's XLV Position: Q1 2020 in Review

JMG Financial Group sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2020, closing a stake of 2,030 shares — an estimated $207K sold.

JMG Financial Group first reported a position in XLV in Q4 2019 and held it in 1 quarter. The position peaked at $207K in Q4 2019. 1,006 funds tracked by Wall St. Rank hold XLV as of Q1 2020.

  • JMG Financial Group reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
  • JMG Financial Group sold 2,030 State Street Health Care Select Sector SPDR ETF shares in Q1 2020, an estimated $207K.
  • JMG Financial Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and held it in 1 quarter.
  • JMG Financial Group's State Street Health Care Select Sector SPDR ETF position peaked at $207K in Q4 2019.
  • 1,006 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2020.

Based on JMG Financial Group's 13F filing for Q1 2020, filed 15 Apr 2020.