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LYNX CAPITAL GROUP LTD /ADV’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

LYNX CAPITAL GROUP LTD /ADV’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
Q4 		$402K Buy
+2,944
New +$383K 0.29% 66

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LYNX CAPITAL GROUP LTD /ADV's XLV Position: Q4 2023 in Review

LYNX CAPITAL GROUP LTD /ADV opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q4 2023: 2,944 shares worth $402K. The stake represents 0.29% of the portfolio and ranks #66 among its holdings.

1,643 funds tracked by Wall St. Rank hold XLV as of Q4 2023.

  • LYNX CAPITAL GROUP LTD /ADV held 2,944 shares of State Street Health Care Select Sector SPDR ETF worth $402K as of Q4 2023.
  • State Street Health Care Select Sector SPDR ETF was a new LYNX CAPITAL GROUP LTD /ADV position in Q4 2023.
  • State Street Health Care Select Sector SPDR ETF made up 0.29% of LYNX CAPITAL GROUP LTD /ADV's portfolio in Q4 2023, its #66 holding.
  • 1,643 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2023.

Based on LYNX CAPITAL GROUP LTD /ADV's 13F filing for Q4 2023, filed 7 Aug 2026.