Key Bridge Compliance’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Key Bridge Compliance’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	$626K	Buy	+4,866	New	+$646K	0.2%	73

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

RJA

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Key Bridge Compliance's XLV Position: Q3 2023 in Review

Key Bridge Compliance opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2023: 4,866 shares worth $626K. The stake represents 0.2% of the portfolio and ranks #73 among its holdings.

1,521 funds tracked by Wall St. Rank hold XLV as of Q3 2023.

Key Bridge Compliance held 4,866 shares of State Street Health Care Select Sector SPDR ETF worth $626K as of Q3 2023.
State Street Health Care Select Sector SPDR ETF was a new Key Bridge Compliance position in Q3 2023.
State Street Health Care Select Sector SPDR ETF made up 0.2% of Key Bridge Compliance's portfolio in Q3 2023, its #73 holding.
1,521 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2023.

Based on Key Bridge Compliance's 13F filing for Q3 2023, filed 13 Oct 2023.