Laurie J. Hall Trustee’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Laurie J. Hall Trustee’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
2019 Q4	$39K	Hold	380	–	–	0.02%	197
2019 Q3	$34K	Hold	380	–	–	0.02%	197
2019 Q2	$35K	Hold	380	–	–	0.02%	199
2019 Q1	$35K	Hold	380	–	–	0.02%	199
2018 Q4	$35K	Sell	380 -2,475	-87%	-$224K	0.02%	191
2018 Q3	$272K	Hold	2,855	–	–	0.14%	90
2018 Q2	$238K	Sell	2,855 -2,185	-43%	-$181K	0.14%	92
2018 Q1	$410K	Hold	5,040	–	–	0.25%	69
2017 Q4	$417K	Buy	+5,040	New	+$416K	0.24%	68

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Laurie J. Hall Trustee's XLV Position: Q4 2019 in Review

Laurie J. Hall Trustee held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q4 2019 at 380 shares worth $39K. The position accounts for 0.02% of the portfolio, ranked #197.

Laurie J. Hall Trustee first reported a position in XLV in Q4 2017 and has held it in 9 quarters since. The position peaked at $417K in Q4 2017. 1,015 funds tracked by Wall St. Rank hold XLV as of Q4 2019.

Laurie J. Hall Trustee held 380 shares of State Street Health Care Select Sector SPDR ETF worth $39K as of Q4 2019.
Laurie J. Hall Trustee left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q4 2019.
State Street Health Care Select Sector SPDR ETF made up 0.02% of Laurie J. Hall Trustee's portfolio in Q4 2019, its #197 holding.
Laurie J. Hall Trustee first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2017 and has held it in 9 quarters since.
Laurie J. Hall Trustee's State Street Health Care Select Sector SPDR ETF position peaked at $417K in Q4 2017.
1,015 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2019.

Based on Laurie J. Hall Trustee's 13F filing for Q4 2019, filed 12 Feb 2020.