Kowal Investment Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Kowal Investment 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
2024 Q3	$423K	Buy	2,747 +39	+1%	+$5.91K	0.08%	130
2024 Q2	$395K	Buy	2,708 +68	+3%	+$9.75K	0.08%	120
2024 Q1	$390K	Sell	2,640 -19	-0.7%	-$2.73K	0.08%	117
2023 Q4	$363K	Sell	2,659 -122	-4%	-$15.9K	0.08%	110
2023 Q3	$358K	Sell	2,781 -263	-9%	-$34.9K	0.1%	98
2023 Q2	$404K	Sell	3,044 -712	-19%	-$93.9K	0.11%	93
2023 Q1	$486K	Buy	3,756 +60	+2%	+$7.84K	0.14%	78
2022 Q4	$502K	Sell	3,696 -207	-5%	-$27.4K	0.15%	81
2022 Q3	$473K	Buy	3,903 +213	+6%	+$27.4K	0.16%	74
2022 Q2	$473K	Sell	3,690 -6	-0.2%	-$786	0.15%	64
2022 Q1	$506K	Buy	3,696 +1,099	+42%	+$146K	0.15%	56
2021 Q4	$366K	Buy	2,597 +333	+15%	+$44.2K	0.11%	68
2021 Q3	$288K	Buy	2,264 +219	+11%	+$28.9K	0.09%	76
2021 Q2	$258K	Buy	+2,045	New	+$251K	0.09%	81

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Kowal Investment Group's XLV Position: Q3 2024 in Review

Kowal Investment Group increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 1.4% in Q3 2024, buying an estimated $5.91K and bringing the position to 2,747 shares worth $423K. The position accounts for 0.08% of the portfolio, ranked #130.

Kowal Investment Group first reported a position in XLV in Q2 2021 and has held it in 14 quarters since. The position peaked at $506K in Q1 2022. 1,728 funds tracked by Wall St. Rank hold XLV as of Q3 2024.

Kowal Investment Group held 2,747 shares of State Street Health Care Select Sector SPDR ETF worth $423K as of Q3 2024.
Kowal Investment Group bought 39 State Street Health Care Select Sector SPDR ETF shares in Q3 2024, an estimated $5.91K.
State Street Health Care Select Sector SPDR ETF made up 0.08% of Kowal Investment Group's portfolio in Q3 2024, its #130 holding.
Kowal Investment Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2021 and has held it in 14 quarters since.
Kowal Investment Group's State Street Health Care Select Sector SPDR ETF position peaked at $506K in Q1 2022.
1,728 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.