Kurt F. Somerville’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Kurt F. Somerville’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
2022 Q4	–	Sell	-6,059	Closed	-$734K	–	112
2022 Q3	$734K	Hold	6,059	–	–	0.15%	60
2022 Q2	$777K	Hold	6,059	–	–	0.15%	61
2022 Q1	$830K	Hold	6,059	–	–	0.13%	63
2021 Q4	$854K	Buy	+6,059	New	+$805K	0.12%	64

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kurt F. Somerville's XLV Position: Q4 2022 in Review

Kurt F. Somerville sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2022, closing a stake of 6,059 shares — an estimated $734K sold.

Kurt F. Somerville first reported a position in XLV in Q4 2021 and held it in 4 quarters. The position peaked at $854K in Q4 2021. 1,606 funds tracked by Wall St. Rank hold XLV as of Q4 2022.

Kurt F. Somerville reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
Kurt F. Somerville sold 6,059 State Street Health Care Select Sector SPDR ETF shares in Q4 2022, an estimated $734K.
Kurt F. Somerville first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and held it in 4 quarters.
Kurt F. Somerville's State Street Health Care Select Sector SPDR ETF position peaked at $854K in Q4 2021.
1,606 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2022.

Based on Kurt F. Somerville's 13F filing for Q4 2022, filed 9 Feb 2023.