Lake Point Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Lake Point Wealth Management’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 Q2	$2K	Buy	+15	New	+$1.97K	﹤0.01%	352
2019 Q2	$21K	Hold	226	–	–	0.01%	238
2019 Q1	$21K	Buy	+226	New	+$20.4K	0.01%	238

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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

Lake Point Wealth Management's XLV Position: Q2 2022 in Review

Lake Point Wealth Management opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2022: 15 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #352 among its holdings. This is a return to the name: Lake Point Wealth Management previously reported a position in XLV as recently as Q2 2019.

Lake Point Wealth Management first reported a position in XLV in Q1 2019 and has held it in 3 quarters since. The position peaked at $21K in Q2 2019. 1,463 funds tracked by Wall St. Rank hold XLV as of Q2 2022.

Lake Point Wealth Management held 15 shares of State Street Health Care Select Sector SPDR ETF worth $2K as of Q2 2022.
State Street Health Care Select Sector SPDR ETF was a new Lake Point Wealth Management position in Q2 2022.
State Street Health Care Select Sector SPDR ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #352 holding.
Lake Point Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2019 and has held it in 3 quarters since.
Lake Point Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $21K in Q2 2019.
1,463 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.