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

LBA 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
2017 Q1	$63K	Sell	850 -65	-7%	-$4.74K	0.03%	181
2016 Q4	$63K	Sell	915 -10	-1%	-$694	0.03%	173
2016 Q3	$67K	Sell	925 -600	-39%	-$44.2K	0.04%	178
2016 Q2	$109K	Hold	1,525	–	–	0.06%	145
2016 Q1	$103K	Sell	1,525 -925	-38%	-$62K	0.06%	146
2015 Q4	$176K	Hold	2,450	–	–	0.1%	123
2015 Q3	$162K	Buy	2,450 +1,850	+308%	+$135K	0.1%	119
2015 Q2	$45K	Hold	600	–	–	0.03%	173
2015 Q1	$44K	Hold	600	–	–	0.03%	178
2014 Q4	$41K	Hold	600	–	–	0.03%	177
2014 Q3	$38K	Hold	600	–	–	0.03%	189
2014 Q2	$36K	Hold	600	–	–	0.03%	171
2014 Q1	$35K	Hold	600	–	–	0.03%	171
2013 Q4	$33K	Buy	+600	New	+$32.1K	0.03%	173

Other funds holding XLV

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

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

Barclays London, United Kingdom $416B AUM 33.63% 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

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

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

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

LBA Wealth Management's XLV Position: Q1 2017 in Review

LBA Wealth Management reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 7.1% in Q1 2017, selling an estimated $4.74K and leaving 850 shares worth $63K. The position accounts for 0.03% of the portfolio, ranked #181.

LBA Wealth Management first reported a position in XLV in Q4 2013 and has held it in 14 quarters since. The position peaked at $176K in Q4 2015. 660 funds tracked by Wall St. Rank hold XLV as of Q1 2017.

LBA Wealth Management held 850 shares of State Street Health Care Select Sector SPDR ETF worth $63K as of Q1 2017.
LBA Wealth Management sold 65 State Street Health Care Select Sector SPDR ETF shares in Q1 2017, an estimated $4.74K.
State Street Health Care Select Sector SPDR ETF made up 0.03% of LBA Wealth Management's portfolio in Q1 2017, its #181 holding.
LBA Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $176K in Q4 2015.
660 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.