Leelyn Smith’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Leelyn Smith’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 Q1	–	Sell	-92	Closed	-$12.5K	–	451
2022 Q4	$12.5K	Buy	92 +67	+268%	+$8.88K	﹤0.01%	303
2022 Q3	$3K	Hold	25	–	–	﹤0.01%	418
2022 Q2	$3K	Hold	25	–	–	﹤0.01%	357
2022 Q1	$3K	Hold	25	–	–	﹤0.01%	332
2021 Q4	$4K	Buy	+25	New	+$3.32K	﹤0.01%	337
2021 Q2	–	Sell	-5,407	Closed	-$631K	–	402
2021 Q1	$631K	Buy	5,407 +9	+0.2%	+$1.04K	0.19%	92
2020 Q4	$612K	Buy	5,398 +10	+0.2%	+$1.09K	0.2%	90
2020 Q3	$568K	Sell	5,388 -209	-4%	-$22K	0.2%	88
2020 Q2	$560K	Buy	5,597 +143	+3%	+$14.1K	0.23%	83
2020 Q1	$483K	Hold	5,454	–	–	0.26%	75
2019 Q4	$556	Buy	+5,454	New	+$524K	0.27%	70

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Leelyn Smith's XLV Position: Q1 2023 in Review

Leelyn Smith sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2023, closing a stake of 92 shares — an estimated $12.5K sold.

Leelyn Smith first reported a position in XLV in Q4 2019 and held it in 11 quarters. The position peaked at $631K in Q1 2021. 1,508 funds tracked by Wall St. Rank hold XLV as of Q1 2023.

Leelyn Smith reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 92 State Street Health Care Select Sector SPDR ETF shares in Q1 2023, an estimated $12.5K.
Leelyn Smith first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and held it in 11 quarters.
Leelyn Smith's State Street Health Care Select Sector SPDR ETF position peaked at $631K in Q1 2021.
1,508 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.