Kathryn A. Hall’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Kathryn A. Hall’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 Q2	–	Sell	-9,639	Closed	-$1.25M	–	59
2023 Q1	$1.25M	Hold	9,639	–	–	0.37%	43
2022 Q4	$1.31M	Sell	9,639 -3	-0%	-$398	0.54%	34
2022 Q3	$1.17M	Hold	9,642	–	–	0.48%	35
2022 Q2	$1.24M	Hold	9,642	–	–	0.45%	35
2022 Q1	$1.32M	Hold	9,642	–	–	0.4%	39
2021 Q4	$1.36M	Sell	9,642 -2,825	-23%	-$375K	0.31%	39
2021 Q3	$1.59M	Hold	12,467	–	–	0.48%	36
2021 Q2	$1.57M	Hold	12,467	–	–	0.5%	35
2021 Q1	$1.46M	Hold	12,467	–	–	0.48%	34
2020 Q4	$1.41M	Sell	12,467 -195	-2%	-$21.3K	0.49%	34
2020 Q3	$1.34M	Buy	+12,662	New	+$1.33M	0.63%	24

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Kathryn A. Hall's XLV Position: Q2 2023 in Review

Kathryn A. Hall sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2023, closing a stake of 9,639 shares — an estimated $1.25M sold.

Kathryn A. Hall first reported a position in XLV in Q3 2020 and held it in 11 quarters. The position peaked at $1.59M in Q3 2021. 1,543 funds tracked by Wall St. Rank hold XLV as of Q2 2023.

Kathryn A. Hall reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
Kathryn A. Hall sold 9,639 State Street Health Care Select Sector SPDR ETF shares in Q2 2023, an estimated $1.25M.
Kathryn A. Hall first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2020 and held it in 11 quarters.
Kathryn A. Hall's State Street Health Care Select Sector SPDR ETF position peaked at $1.59M in Q3 2021.
1,543 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2023.

Based on Kathryn A. Hall's 13F filing for Q2 2023, filed 11 Aug 2023.