Legacy Financial Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Legacy Financial Advisors’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 Q2	–	Sell	-245	Closed	-$22K	–	924
2019 Q1	$22K	Hold	245	–	–	0.01%	437
2018 Q4	$21K	Hold	245	–	–	0.01%	407
2018 Q3	$23K	Hold	245	–	–	0.01%	358
2018 Q2	$21K	Hold	245	–	–	0.01%	374
2018 Q1	$20K	Hold	245	–	–	0.01%	371
2017 Q4	$20K	Buy	+245	New	+$20.2K	0.01%	367

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Legacy Financial Advisors's XLV Position: Q2 2019 in Review

Legacy Financial Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2019, closing a stake of 245 shares — an estimated $22K sold.

Legacy Financial Advisors first reported a position in XLV in Q4 2017 and held it in 6 quarters. The position peaked at $23K in Q3 2018. 888 funds tracked by Wall St. Rank hold XLV as of Q2 2019.

Legacy Financial Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
Legacy Financial Advisors sold 245 State Street Health Care Select Sector SPDR ETF shares in Q2 2019, an estimated $22K.
Legacy Financial Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2017 and held it in 6 quarters.
Legacy Financial Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $23K in Q3 2018.
888 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.