Legacy Capital Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Legacy Capital Partners’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 Q1	$725K	Buy	5,291 +873	+20%	+$116K	0.24%	85
2021 Q4	$623K	Sell	4,418 -2,952	-40%	-$392K	0.2%	97
2021 Q3	$938K	Sell	7,370 -88	-1%	-$11.6K	0.34%	72
2021 Q2	$939K	Buy	7,458 +25	+0.3%	+$3.06K	0.34%	76
2021 Q1	$868K	Buy	7,433 +284	+4%	+$32.8K	0.33%	76
2020 Q4	$811K	Buy	+7,149	New	+$780K	0.32%	74

Other funds holding XLV

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 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

Legacy Capital Partners's XLV Position: Q1 2022 in Review

Legacy Capital Partners increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 20% in Q1 2022, buying an estimated $116K and bringing the position to 5,291 shares worth $725K. The position accounts for 0.24% of the portfolio, ranked #85.

Legacy Capital Partners first reported a position in XLV in Q4 2020 and has held it in 6 quarters since. The position peaked at $939K in Q2 2021. 1,438 funds tracked by Wall St. Rank hold XLV as of Q1 2022.

Legacy Capital Partners held 5,291 shares of State Street Health Care Select Sector SPDR ETF worth $725K as of Q1 2022.
Legacy Capital Partners bought 873 State Street Health Care Select Sector SPDR ETF shares in Q1 2022, an estimated $116K.
State Street Health Care Select Sector SPDR ETF made up 0.24% of Legacy Capital Partners's portfolio in Q1 2022, its #85 holding.
Legacy Capital Partners first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2020 and has held it in 6 quarters since.
Legacy Capital Partners's State Street Health Care Select Sector SPDR ETF position peaked at $939K in Q2 2021.
1,438 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2022.

Based on Legacy Capital Partners's 13F filing for Q1 2022, filed 11 Apr 2022.